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Average Ratings 0 Ratings
Description
ELOenterprise encompasses all the essential capabilities of document and records management along with workflow automation that are present in ELOprofessional, in addition to providing robust enterprise integration and scalability. It includes comprehensive Enterprise Resource Planning (ERP) functionalities for areas such as accounting, finance, purchasing, inventory, and supply chain management, while also facilitating communication with customers through Exchange and promoting project collaboration via SharePoint, along with connections to custom and specialized systems. ELOenterprise seamlessly integrates with your organization, allowing for the automation of document archiving within Microsoft SharePoint libraries through ELO. Users can efficiently transfer data from SharePoint columns into ELO metadata, applying filters to manage which documents are archived and the timing of the archiving process. Furthermore, it offers the capability to monitor email inboxes, automatically classifying and archiving essential communications and their attachments before they reach individual inboxes, ensuring that critical information is preserved in an organized manner. This streamlined approach not only saves time but also enhances compliance and data management across the enterprise.
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
Integrations
Microsoft Dynamics 365
No
Microsoft SharePoint
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ovitas
Founded
2004
Country
United States
Website
www.ovitas.com/products/eloenterprise/
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Product Features
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
No
Content Lifecycle Management
No
Digital Asset Management
No
Document Management
No
Electronic Signature
No
Information Governance
No
Mobile Access
No
Search
No
Version Control
No
Workflow 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