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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
Leverage the innovative capabilities of the pioneering enterprise creative asset management application. With globaledit Sync, you can upload your assets to your workspace as they’re generated, rather than waiting until the shoot concludes. Monitor the upload status of each file in real-time, ensuring transparency throughout the process. If you're pressed for time and can't distinguish between raw and processed files, simply exclude specific file extensions from the import, allowing you to sort through them later. Perform a single sync of your capture folder, and we'll handle all subsequent uploads automatically, including appending attachments throughout your session. You can even take a breather by scheduling notifications to stay informed during your sync. Rest easy knowing that your assets are secure, as access to your workspace is restricted solely to you. Upload to any workspace or account within your organization that you have permission for, and ensure accountability by exporting your sync activity as a CSV to confirm that every file is uploaded consistently. Handling multiple shoots simultaneously? You can set up auto-schedules for syncs so that everything is uploaded by the close of business, ensuring a seamless workflow. This efficiency allows you to focus more on your creative process without the hassle of file management.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft SharePoint
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
globaledit
Founded
2002
Country
United States
Website
www.globaledit.com
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management