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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Enhance Your Understanding and Elevate Customer Experience. Boost your success rate on insurance policies and proposals significantly. With above-average close rates, our tool simplifies the process of sharing proposals, quotes, and policies while allowing you to monitor how potential clients interact with them to identify what captures their attention. Here's how it functions: Step 1. Simply drag and drop your file into the SlyDeck email attachment tracking software. Step 2. Share the link to your file through email or any other communication platform for easy access. Step 3. Analyze the insights gathered and strategize your follow-up approach. Insights Are Crucial. SlyDeck assists you in preparing for your next discussion. Advantages: Intuitive Interface - Just drag and drop your file into SlyDeck. You can share a URL through our service or via email, text, WhatsApp, Slack, or any preferred communication method. Discover Insights. Are your prospects engaging with your proposals and documents? Are there specific elements that spark their interest? Our platform provides the answers you need to make informed decisions. Additionally, understanding these engagement patterns can help tailor your offerings to better meet client needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Microsoft SharePoint
Slack
WhatsApp

Integrations

Microsoft Dynamics 365
Microsoft SharePoint
Slack
WhatsApp

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per user, one-time payment
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

Slydeck

Founded

2019

Country

United States

Website

slydeck.io

Product Features

File Sync

Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization

Product Features

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

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