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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 Dynamic Flows?

Dynamic Flows excels in developing user-friendly and efficient applications that effortlessly merge with users' email systems, Microsoft Office, Windows platforms, and mobile devices, all with the goal of unifying crucial information related to emails, documents, and collaborative data. The primary objective of Dynamic Flows is to create smart software solutions that enhance users' daily experiences while boosting productivity and security within corporate settings through the utilization of artificial intelligence and automated workflows. Central to our offerings is a comprehensive Document Management System, along with an innovative add-on for MS Office, seamless connectivity with MS Exchange, Windows interfaces, and web service integrations for SharePoint, MS Dynamics, CRM Dynamics, Navision, and numerous other ERP and CRM frameworks. We redefine enterprise file sharing, ensuring teams can work together effectively, irrespective of their geographical locations or preferred work styles, all supported by our adaptable content services platform. This forward-thinking strategy cultivates a dynamic and efficient working atmosphere, allowing teams to excel in a rapidly changing digital world. Ultimately, our commitment to innovation helps organizations navigate complex challenges while maximizing their operational efficiency.

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

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
On-Site Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Dynamic Flows

Date Founded

2010

Company Location

Belgium

Company Website

www.dynamicflows.be/

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

Email Management

Email Archiving
Routing

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