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What is MetaDocs?
MetaDocs, developed by MetaOption LLC, offers a comprehensive document management solution that effortlessly connects with Microsoft Dynamics 365 Business Central. This system enables users to swiftly scan physical documents into Dynamics 365 Business Central, while also allowing for easy drag-and-drop uploads of digital files from various sources directly into NAV. Additionally, users have the capability to establish rules that dictate how different document types are stored within Business Central, with these rules applicable across SharePoint Intranet, local drives, cloud storage, or designated folders. Conveniently, users can access their documents from any location outside the office using any web browser, as well as on mobile devices through our Android and iOS applications. This flexibility ensures that essential documents are always within reach, enhancing productivity and collaboration across teams.
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.
Integrations Supported
Microsoft Dynamics 365
Microsoft SharePoint
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Integrations Supported
Microsoft Dynamics 365
Microsoft SharePoint
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
MetaOption
Date Founded
2005
Company Location
United States
Company Website
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/
Company Facts
Organization Name
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
bit.ly/3s90DdO
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
Categories and Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization