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Description
MacroView DMF integrates SharePoint Online and On-Premises with the Office suite (Word. Outlook. Excel. PowerPoint. Adobe Reader. Adobe Acrobat. Windows. This provides a complete document management and email management solution.
It makes it easy to save files and emails, and allows users to search and find files faster. It can be configured to meet your needs, featuring intuitive tree-view navigation and familiar right-click menus.
DMF enables you to:
- Save directly from Outlook, Word, Excel, PowerPoint to any SharePoint location.
Drag and drop to save emails and/or attachments with automatic metadata capture (for example To, From Subject, Sent Time, Sent Time, File properties, etc.
To save hundreds of emails, right-click in the Outlook file listing
- Upload from Windows while capturing key metadata such as creation date and original author.
- Use powerful rules to automatically file incoming and outgoing emails.
Description
Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try.
It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps.
With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find.
One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity.
Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless.
Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.
API Access
Has API
API Access
Has API
Integrations
3CX
Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Splunk User Behavior Analytics
Integrations
3CX
Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Splunk User Behavior Analytics
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20.00/month/user
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
MacroView
Founded
1994
Country
Australia
Website
macroview365.com/document-management-sharepoint-office365/
Vendor Details
Company Name
eWay System
Founded
2008
Country
USA and Czech Republic/Europe
Website
www.eway-crm.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management