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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 Colligo Briefcase?

Facilitate access to essential content for mobile and field workers by leveraging offline caching features, regardless of their connectivity conditions. Users are empowered to view, modify, upload, and share a variety of SharePoint materials, such as documents, images, and emails. Boost the efficiency of mobile employees and foster collaboration through user-friendly search and sharing functionalities. The Briefcase SharePoint desktop application provides a means for users to track site activities and access all content stored in the Microsoft 365/SharePoint environment, even when they are offline. SmartSync technology plays a crucial role in automatically detecting and resolving any conflicts, guaranteeing that users can always retrieve the latest content, even in offline mode. Additionally, support for a Bring Your Own Device (BYOD) policy is enhanced without compromising compliance with information management regulations. Administrators have the capability to centrally oversee user and synchronization settings while distributing content to targeted user groups, simplifying the entire workflow. This all-encompassing system not only streamlines operations but also empowers teams to maximize their productivity, regardless of their geographical location or internet availability. Ultimately, it creates a more flexible and adaptable working environment for all users.

Media

Media

Integrations Supported

Microsoft SharePoint
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams

Integrations Supported

Microsoft SharePoint
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Colligo

Date Founded

2000

Company Location

Canada

Company Website

www.colligo.com/sharepoint-app/sharepoint-mobile-app/

Categories and Features

File Sync

Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization

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

Mobile Content Management System

Data Synchronization
Document Management
File Sharing
Mobile Capture
Offline Access
Permission Management
Personalization
Search
Templates
Version Control

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