Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Smart Storage for Salesforce enables companies to cut down on their Salesforce file storage expenses by safely archiving files in platforms such as Google Drive, SharePoint, OneDrive, or Amazon S3, all while allowing seamless access to these files directly from Salesforce. This integration not only optimizes storage costs but also enhances organizational efficiency by streamlining file management across different platforms.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft SharePoint
Yes
Amazon S3
No
Google Drive
No
Microsoft Dynamics 365
Yes
Microsoft OneDrive
No
Salesforce
No
Integrations
Microsoft SharePoint
Yes
Amazon S3
Yes
Google Drive
Yes
Microsoft Dynamics 365
No
Microsoft OneDrive
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$7
Free Trial
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
Winfomi Technologies
Country
India
Website
www.winfomi.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