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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.
Media
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Integrations Supported
Microsoft SharePoint
Amazon S3
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Salesforce
Integrations Supported
Microsoft SharePoint
Amazon S3
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
$7
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
Winfomi Technologies
Company Location
India
Company Website
www.winfomi.com
Company Facts
Organization Name
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
bit.ly/3s90DdO
Categories and Features
Categories and Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization