Get secured SharePoint Integration and Document Management on Cloud Storage for Dynamics 365 CRM

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In this webinar you will be reacquainted with our popular document management productivity app - SharePoint Security Sync - that provides enhanced integration capabilities between SharePoint & Dynamics 365 CRM/Dataverse (Power Apps) including syncing of security privileges for better data security in SharePoint. Further, you will be given an in-depth tour of yet another popular app – Attach2Dynamics – which will help you to connect with Azure Blob Storage & Dropbox for a similar seamless integration experience.

In this session, we will walk you through the following features of both apps;

  • Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments
  • Drag and drop multiple files and folders to upload them all at once
  • Generate anonymous links to the documents to share outside of the organization
  • Directly email the files as attachments or links to documents from within CRM
  • Upload, Rename, Delete and Search files from cloud storage
  • Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage
  • Security Template to control user privileges to the various actions discussed above
  • Access to SharePoint folders controlled by the security roles defined in Dynamics 365 CRM
  • Sync the security privileges for existing folders associated with Dynamics 365 CRM record
  • Connect and actively manage files and folders on more than one SharePoint site and folders
  • Support to create customized document library structure within SharePoint
  • Seamless integration with DocuSign for e-signature


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Published By

Inogic

Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently...READ MORE