Save CRM Storage Space and Auto Sync Security Privileges to SharePoint!
Dynamics 365 CRM users often struggle with storage limits and the cumbersome process of secure document transfer to/from SharePoint. With vast amounts of data from notes, sales literature, and attachments, CRM system performance can suffer, and traditional solutions like deleting files or buying extra storage are costly. Manual file transfers to SharePoint also require repetitive user privilege settings. This webinar introduces Attach2Dynamics and SharePoint Security Sync, two apps designed to tackle CRM document security and storage management challenges effectively.
In this webinar, we shall be having a look at the following features of these amazing Inogic Dynamics 365 CRM document and storage management apps:
• Move Dynamics 365 CRM attachments to Dropbox, SharePoint, and Azure Blob Storage.
• Directly attach files or link file(s) from cloud storage to email within CRM.
• Automate setting user permissions for various actions such as Upload, Download, Email, etc. with Security Templates.
• Bulk move existing CRM Notes/Email/Sales Literature attachments to cloud storages.
• Auto-Sync security privileges from Dynamics 365 CRM to SharePoint.
• Create custom folder structures to overcome the SharePoint library limit of 5000 items.
• Customize document organization in SharePoint with flexible metadata columns.
• Migrate email body content from CRM to SharePoint.
To know more about our apps, you can visit our website and AppSource page:
Attach2Dynamics:
• Product Page: https://bit.ly/4eFk2tn
• Microsoft AppSource Page: https://bit.ly/3TNClVo
SharePoint Security Sync:
• Product Page: https://bit.ly/3ZCKrUj
• Microsoft AppSource Page: https://bit.ly/47IFJX8
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Website: www.inogic.com
Microsoft AppSource: https://bit.ly/3SWpgpf
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