Dynamics 365 CRM to SharePoint Permissions Replicator with user-friendly document management
The scale of data that you deal with on a daily basis in your CRM is steadily increasing. The rapid growth in documents associated with your customers calls for alternative measures to successfully manage access and storage space within CRM.
In this webinar, we will be giving you a brief outlook on the key functionalities of two of our most popular document management apps for Dynamics 365 CRM – SharePoint Security Sync and Attach2Dynamics. This will shed light on the various advantages of using these document management apps for managing documents/attachments in Dynamics 365 CRM.
Chapters:
0:00 About Inogic ISV Gold Partner
5:17 Benefits of Storage and document management apps
6:06 Challenges faced while managing documents in Microsoft Dynamics 365
7:00 Key features of SharePoint Security Sync and Attach2Documents
9:22 Migrate history documents/attachments in bulk from Dynamics 365 CRM to SharePoint
17:24 Create a customized SharePoint document library structure
20:50 Access records as per the Security role set to the users
23:00 Upload or Download files and folders to SharePoint using Attach2Dynamics
23:33 Drag and Drop multiple files and folders from CRM to SharePoint
25:19 Share Dynamics 365 CRM records with required privileges
26:45 Replicate Dynamics 365 Security Model in SharePoint
27:40 Assign Dynamics 365 CRM records
30:50 Create SharePoint connector for Entity Configuration
31:18 Create Security Templates to set permissions
34:54 Supported Versions and Deployments for SharePoint Security Sync and Attach2Documents
35:11 Download SharePoint Security Sync and Attach2Documents now!
SharePoint Security Sync
Product Page: https://www.inogic.com/product/produc...
AppSource: https://appsource.microsoft.com/en-gb...
Online Help Manual: https://docs.inogic.com/sharepoint-se...
Attach2Dynamics
Product Page: http://bit.ly/attach2dynamics
AppSource: http://bit.ly/attach2dynamicsappsource
Online Help Manual: https://docs.inogic.com/attach2dynamics
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