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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
No
API Access
Has API
Yes
Integrations
3CX
No
Microsoft 365
No
Microsoft Outlook
No
Microsoft Power Automate
No
Microsoft Power BI
No
Microsoft Teams
No
Poll Everywhere
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Splunk User Behavior Analytics
Yes
Integrations
3CX
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
Microsoft Teams
Yes
Poll Everywhere
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Splunk User Behavior Analytics
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$20.00/month/user
monthly, yearly, or 3-yearly plans
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes