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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
SendMeSafe provides a secure workspace designed specifically for freelancers, agencies, and professional teams. It offers clients a personalized portal to access documents, monitor upload statuses, and facilitate communication. Users can gather information via forms and upload requests, manage client relationships from a central location, and share files through secure download links.
The platform includes integrated messaging to support ongoing client interactions and file sharing, with optional end-to-end encryption for enhanced security. Flaschenpost enables the sharing of passwords or sensitive information through one-time links that are automatically deleted after being accessed. Features like team permissions, activity notifications, and audit trails contribute to maintaining organization and clarity in workflows.
Guests can easily send files, request documents, or initiate a Flaschenpost directly from the homepage, with guest transfers allowing for the upload of up to 10 files totaling 2 GB; these transfers require email confirmation and are automatically deleted after 24 hours. The retention of accounts and available features varies based on the selected plan, with application hosting and file storage located within the EU. The service is available in both English and German, offering users the option of a free account alongside paid plans for additional capabilities. Overall, SendMeSafe prioritizes secure and efficient collaboration for its users.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Microsoft SharePoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free; paid from EUR 9/month
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
SQAN Ltd
Country
United Kingdom
Website
sendmesafe.com
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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