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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
ProjectReady Central is a cloud-based Project Information Management (PIM) tool specifically tailored for the Architecture, Engineering, and Construction (AEC) sectors. It facilitates the automation, security, and integration of various platforms and data across systems such as Autodesk Construction Cloud (ACC), Procore, Microsoft 365 (including SharePoint, Outlook, and Teams), Egnyte, and Box.
- It streamlines the configuration and integration of Autodesk Construction Cloud, Microsoft 365 (SharePoint, Teams, Group Mailbox), Procore, and Egnyte, ensuring uniform project information throughout.
- User and permissions management is centralized and made more efficient across ACC, Procore, and Microsoft 365.
- The solution enables seamless document synchronization across ACC, SharePoint, Procore, and Egnyte, thereby linking all relevant stakeholder systems, both internal and external, involved in the project.
- Users can manage, review, annotate, and collaborate on documents within Autodesk, SharePoint, Procore, and Egnyte, all while using a single Bluebeam session for convenience.
- Additionally, it simplifies email management within Microsoft Outlook, enhancing overall productivity and communication for project teams.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft SharePoint
Yes
Autodesk Construction Cloud
No
Box
No
Egnyte
No
Microsoft 365
No
Microsoft Dynamics 365
Yes
Microsoft Outlook
No
Microsoft Teams
No
Procore
No
ProjectReady WorkBridge
No
Integrations
Microsoft SharePoint
Yes
Autodesk Construction Cloud
Yes
Box
Yes
Egnyte
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
No
Microsoft Outlook
Yes
Microsoft Teams
Yes
Procore
Yes
ProjectReady WorkBridge
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
ProjectReady
Country
United States
Website
project-ready.com
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
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No