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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CV Helpdesk is an advanced Help Desk and Ticket Management System designed specifically for Microsoft 365 and SharePoint. This single-tenant, GDPR-compliant solution operates completely within your Microsoft 365 environment, ensuring that there is no reliance on shared infrastructure or third-party data storage. Emails directed to a shared mailbox are seamlessly transformed into tickets, automatically capturing important details such as the sender, subject line, message body, and any attachments, eliminating the need for manual input. With features like automated ticket routing, SLA tracking, and real-time dashboards, it consolidates fragmented inboxes and spreadsheets into a cohesive support portal for employees. Exclusively tailored for Microsoft 365, this system does not require you to adapt to a new platform or undertake a steep learning curve, while also providing complete control over your data through the trusted governance tools of SharePoint. Additionally, its user-friendly interface ensures that teams can quickly navigate and utilize the system effectively.

Description

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint. Features Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once Create Link: Generate anonymous links to the documents to share the documents outside of your organization Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files File management: Deep Search, View, Rename and Delete files from SharePoint provided you

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 

Integrations

Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Codevision Technologies Private Limited

Founded

2018

Country

India

Website

thecodevision.com

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

bit.ly/3s90DdO

Product Features

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding No 
Document Storage No 
Email Integration No 
IT Asset Management No 
Incident Management No 
Interaction Tracking No 
Knowledge Base No 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Product Features

File Sync

Audit Trail No 
Backup and Recovery No 
Conflict Detection No 
Real Time Synchronization Yes 
Remote Synchronization No 
Synchronization Scheduling No 
Two-Way Synchronization No 

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