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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 Filently?

Filently is a cutting-edge application that leverages artificial intelligence to simplify the organization of documents in cloud storage, effectively eliminating the need for tedious manual filing. Instead of spending valuable time on renaming files and moving them into the correct folders, Filently autonomously detects the types of documents—like invoices, contracts, receipts, and reports—assigns them standardized file names, and neatly categorizes them into their respective folders with no user involvement required. With its sophisticated document recognition capabilities, smart folder classification, and an adaptive learning algorithm that syncs with user habits, Filently guarantees that your Google Drive stays orderly and efficiently managed. Moreover, the upcoming support for Dropbox and OneDrive is set to enhance user experience even further, providing additional flexibility in document management. This holistic method to organizing digital files makes Filently an indispensable resource for anyone aiming to improve their digital workspace and enhance productivity. As more features and integrations are developed, users can expect an increasingly seamless experience in managing their documents.

Media

Media

No images available

Integrations Supported

Google Drive
Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

Google Drive
Microsoft Dynamics 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$6/month
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

Filently GmbH

Date Founded

2025

Company Location

Switzerland

Company Website

filently.com

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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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