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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 Enterprise Suite for Microsoft 365?

Capture emails and content to assist individuals in locating the appropriate information more swiftly, enhance productivity, automate workflows, and foster better team collaboration—all while ensuring the security of your SharePoint data. Our tailored SharePoint solutions are designed to optimize your business processes and workflows, aligning perfectly with your organizational goals. The Colligo team of SharePoint specialists has crafted Microsoft 365 SharePoint solutions that empower organizations to enhance their operational efficiency. By utilizing SharePoint web parts and bespoke solutions, Colligo aids companies in refining the SharePoint user experience, boosting the functionality of Microsoft 365 applications, and safeguarding their SharePoint intranet data. Additionally, our suite of content management, document management, and email management tools enables organizations to streamline records management and compliance efforts, maximizing the value of their SharePoint investments. With these comprehensive resources, businesses can navigate the complexities of content management with greater ease and effectiveness.

Media

Media

Integrations Supported

Microsoft SharePoint
Microsoft Dynamics 365

Integrations Supported

Microsoft SharePoint
Microsoft 365
Microsoft Teams

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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
Webinars
Online Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Colligo Networks

Date Founded

2000

Company Location

Canada

Company Website

www.colligo.com

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Video Content
Website Management

Email Management

Not specified

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