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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 Dockit Metadata Manager?

Dockit Metadata Manager enables comprehensive management of metadata within SharePoint, ensuring users can fully leverage its features. Without appropriate metadata, SharePoint content merely becomes a storage space accessible to users, leading to diminished user engagement and a failure to tap into the platform’s robust functionalities. Whether you're working with a fully operational SharePoint environment or just starting to arrange your metadata, it is crucial to maintain thorough oversight of its organization and management. You can locate your SharePoint metadata across various components such as sites, lists, and libraries. Additionally, prior to migrating to SharePoint, it is beneficial to assess the metadata present in your existing file shares or folders. To enhance your metadata effectively, the initial step involves identifying the existing information and its structure. This foundational understanding will aid in better organizing and utilizing your SharePoint assets moving forward.

Media

Media

Integrations Supported

Microsoft SharePoint
Microsoft Dynamics 365

Integrations Supported

Microsoft SharePoint
FastSpring
Microsoft 365
Microsoft Office 2021

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Vyapin Software Systems

Date Founded

1996

Company Location

India

Company Website

www.vyapinsoftware.com/products/sharepoint-metadata-management-tool

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

Metadata Management

Not specified

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