Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

The revised sales presentation, the most recent marketing materials, and the essential sales proposal are all readily accessible in the document cloud for various teams, including marketing, sales, support, business partners, and clients, whether they are nearby or across the world. ShareMethods® offers a centralized and secure approach to document management and sharing that is available 24/7. By utilizing ShareMethods’ on-demand solutions, organizations can significantly reduce time, costs, and stress while simultaneously increasing revenue and profit. Gone are the days of dealing with cumbersome emails cluttered with attachments and navigating through overly complex and expensive software. ShareMethods provides an affordable and user-friendly platform that incorporates many features commonly found in enterprise-level products, but without the burdensome deployment process or high expenses. There exists a gap between intricate, costly document management systems and simpler collaboration tools that lack the necessary functionality, making ShareMethods a valuable solution in today’s business environment. This makes it an ideal choice for organizations seeking efficiency without sacrificing capability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 

Integrations

Microsoft Dynamics 365 No 
Microsoft SharePoint No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$15 per month
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 No 
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

ShareMethods

Founded

2003

Country

United States

Website

www.sharemethods.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

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management No 
Real Time Editing Yes 
Task Management No 
Version Control Yes 
Video Conferencing Yes 

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Alternatives

Alternatives

Clarity Connect Reviews

Clarity Connect

Perficient
SPListX for SharePoint Reviews

SPListX for SharePoint

Vyapin Software Systems
OnBrand Reviews

OnBrand

The Smart Group
Windward Hub Reviews

Windward Hub

Windward Studios, Inc.