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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 Email to PDF for Outlook?

AssistMyTeam's applications are developed using Microsoft's suite of tools, such as Office, Exchange, and SharePoint. Their Outlook add-ins are designed to improve team collaboration and offer pre-built solutions that tackle several limitations inherent in Microsoft Outlook. At present, AssistMyTeam is helping organizations and businesses to adopt a more data-driven and agile approach. Users have the capability to transfer attachments from emails into a centralized file folder or choose a specific folder during this process. Moreover, the system supports the automatic removal or deletion of attachments from emails saved in the Sent Items folder, which aids in keeping the mailbox size within the allowable limits set by the server. This streamlined method not only maximizes storage efficiency but also significantly improves the overall management of emails, making it an invaluable tool for businesses striving for better productivity. By adopting these enhancements, teams can focus more on their core tasks rather than dealing with the clutter of excessive email attachments.

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

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

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

AssistMyTeam

Date Founded

2010

Company Location

India

Company Website

www.assistmyteam.com/email-to-pdf-for-outlook/

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

PDF

Convert to PDF
Encryption
Merge / Append
Watermarking

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