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What is ELOenterprise?

ELOenterprise combines all vital features of document and records management with workflow automation found in ELOprofessional, while also offering enhanced enterprise integration and scalability. The platform includes extensive Enterprise Resource Planning (ERP) capabilities covering essential domains like accounting, finance, purchasing, inventory, and supply chain management. In addition, it supports customer communication through Exchange and fosters project collaboration via SharePoint, alongside connections to various custom and specialized systems. ELOenterprise integrates fluidly with your organization, enabling the automation of document archiving within Microsoft SharePoint libraries. Users can easily transfer data from SharePoint columns into ELO metadata, applying filters to control which documents are archived and when the archiving occurs. Moreover, it possesses the functionality to oversee email inboxes, systematically classifying and archiving important emails and attachments before they arrive in individual inboxes. This guarantees that crucial information is maintained in an orderly fashion and readily accessible. Such a streamlined process not only saves valuable time but also significantly boosts compliance and data management efficiency throughout the enterprise. By implementing ELOenterprise, organizations can achieve a more coherent and productive workflow, ultimately leading to improved operational success.

What is CB D365 SharePoint Permission Replicator?

The CB Dynamics 365 SharePoint Permissions Replicator effectively bridges the security divide by ensuring that permissions between Dynamics 365 and SharePoint are automatically synchronized, thereby safeguarding your documents. It stands out as the only solution on the market capable of performing this crucial task. With complete automation, it guarantees the safety and integrity of all Dynamics 365 / CRM documents, eliminating the dangers of data loss, reputational damage, or breaches of GDPR compliance. Our innovative solution mirrors the permissions framework of D365, making certain that SharePoint folders are aligned with your CRM's security model. Designed to enhance functionality, the CB Replicator continuously tracks permission changes for D365 data items and seamlessly synchronizes these updates with the corresponding SharePoint items in real-time. Additionally, it integrates smoothly with the SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor, creating a robust ecosystem for document management. By leveraging this solution, organizations can maintain a secure and efficient workflow.

Media

Media

Integrations Supported

Connect Bridge
Dynamo Software

Integrations Supported

Connect Bridge
Dynamo Software

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$4 User /Month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ovitas

Date Founded

2004

Company Location

United States

Company Website

www.ovitas.com/products/eloenterprise/

Company Facts

Organization Name

Connecting Software

Date Founded

2007

Company Location

Austria

Company Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Categories and Features

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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

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