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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
Description
Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Microsoft SharePoint
Microsoft 365
Microsoft Copilot
Microsoft Dynamics 365
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Integrations
Microsoft SharePoint
Microsoft 365
Microsoft Copilot
Microsoft Dynamics 365
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
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
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/documents/
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control