VirtoSoftware Reviews

You can instantly generate documents from your SharePoint library or list. Instant presentations, proposals, and reports - with no errors. Export SharePoint views, selected items, or entire lists easily into Word reports. You can customize the Word reports to include specific metadata, charts and images. You can update content without opening any documents. No more manual filling, copy-pasting or tedious routine tasks. Mail merge business letters, labels and custom proposals, contracts, worksheets, and more easily. You can create a document from multiple items or merge multiple documents into one. You can break up frequently used content into smaller parts and then combine them into documents using check boxes. In seconds, create custom Word documents and PowerPoint presentations.

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