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Description
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
Description
Take charge of your upcoming migration to SharePoint or Microsoft 365 with confidence. The process of moving your SharePoint setup can often be intricate and lengthy. Imagine, though, if you could transition from outdated SharePoint systems to the latest versions or Office 365 while minimizing risk and enhancing automation. With Content Matrix, this vision becomes a reality, providing the adaptability needed to match your changing requirements and project schedules. You can seamlessly migrate to SharePoint or SharePoint Online with reduced risk, fewer scripts, and increased automation. Content Matrix efficiently transfers all your data from older SharePoint systems to a modern environment without the need for incremental upgrades. This solution allows for the swift migration of metadata, customizations, workflows, permissions, information architecture, Nintex forms and workflows, and Record Center sites, all while ensuring minimal disruption to users. Additionally, you can enhance the speed of your SharePoint migration by automatically balancing workloads across multiple machines, enabling several migrations to occur at the same time for greater efficiency. This approach not only saves time but also optimizes the entire migration process.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
Quest Software
Founded
1987
Country
United States
Website
www.quest.com/products/content-matrix/
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization