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What is Inogic SharePoint Security Sync?

Integrate security privileges between Dynamics 365 CRM and SharePoint to mitigate risks associated with document and attachment storage in SharePoint, ensuring that access to SharePoint aligns with the security levels established in Dynamics 365 CRM. Additionally, any adjustments made to security privileges in Dynamics 365 CRM must be reflected in SharePoint promptly. Key Features: - **Security Management**: Access to SharePoint folders is governed by the security roles assigned in Dynamics 365 CRM. - **Real-Time Synchronization**: Privileges are automatically updated whenever user access changes, such as when a record is shared or a user is added to a team. - **Historic Folder Security**: Existing folders linked to Dynamics 365 CRM records will have their security privileges synchronized to maintain consistency. - **Support for Multiple SharePoint Sites and Folders**: Users can connect and manage files across various SharePoint sites and folders simultaneously. - **Drag & Drop Functionality**: A user-friendly interface allows for the easy upload of multiple files and folders through a simple drag and drop action. - **Link Generation**: Create anonymous links for documents to facilitate sharing outside your organization securely. - **Email Integration**: Send files as attachments or links directly from Dynamics 365 CRM, streamlining the process without the need for multiple clicks to download and attach documents. - **Comprehensive File Management**: Users can conduct deep searches, view, rename, and delete files within SharePoint, enhancing overall file handling capabilities.

What is Basic Online Personnel & HR?

Human Resources departments handle sensitive documents and information, making the need for confidentiality paramount; thus, our adaptable security features for document access are crucial. With options that cater to both public and confidential data, you can efficiently respond to any inquiries regarding personnel information and documents. The 'QuickNote' functionality enables you to capture essential details, including attachments and call logs, as needed. You can also archive scanned documents and communications related to employees for easy retrieval. Our platform allows for the documentation of compensation, including various currencies, benefits, bonuses, and performance review notes. For training records, it’s possible to log, manage, and evaluate employees’ training backgrounds, associated expenses, and refresher course dates. The system offers customizable workflows with up to five sequential approvers, which helps optimize processes. Accessible from any device, our cloud-based HR management software ensures that you can handle HR responsibilities effortlessly, whether you are in the office, relaxing at a café, or telecommuting. With this level of flexibility, you are always prepared and equipped to address your team's requirements effectively and efficiently. This comprehensive suite of features ultimately empowers HR professionals to enhance their operational efficiency and maintain meticulous records.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Basic Business Systems

Date Founded

1979

Company Location

United Kingdom

Company Website

www.basiconline.net/online-personnel-features.html

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

Human Resources

360 Degree Feedback
Applicant Tracking
Benefits Management
Employee Database
Employee Lifecycle Management
Onboarding
Performance Management
Recruiting Management
Self Service Portal
Time & Attendance Management

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