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Description
Ensure that mobile and field workers have access to the necessary content, irrespective of their connectivity status, by utilizing offline caching capabilities. Users can access, edit, upload, and share various types of SharePoint content, including documents, images, and emails. Enhance the productivity of mobile workers and encourage collaboration through intuitive search and sharing tools. The Briefcase SharePoint desktop application allows users to monitor site activities and access all content stored within the Microsoft 365/SharePoint server, irrespective of their online status. SmartSync technology automatically identifies and resolves conflicts, ensuring that users always have access to the most current content, even when working offline. Enable a Bring Your Own Device (BYOD) policy without sacrificing compliance with information management standards. Administrators can centrally manage user and sync settings, as well as distribute content to specific user groups, streamlining the entire process. This comprehensive system empowers teams to work efficiently, no matter their location or internet access.
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
API Access
Has API
Integrations
Microsoft SharePoint
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Integrations
Microsoft SharePoint
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Colligo
Founded
2000
Country
Canada
Website
www.colligo.com/sharepoint-app/sharepoint-mobile-app/
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Product Features
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Mobile Content Management System
Data Synchronization
Document Management
File Sharing
Mobile Capture
Offline Access
Permission Management
Personalization
Search
Templates
Version Control
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization