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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
netDocShare enables real-time viewing and editing of NetDocuments content across Teams, SharePoint, and various web applications. This tool empowers your organization to access and modify any NetDocuments content seamlessly within Microsoft Teams, SharePoint, or other preferred web platforms. You can easily pin the netDocShare app to the Teams navigation bar, incorporate it into Team Channel Tabs, or add it to a SharePoint or web application page for convenient access to NetDocuments content stored in Cabinets, Workspaces, Folders/Sub-Folders, CollabSpaces, as well as Saved Searches and Filters. The interface is designed to be user-friendly for individuals without technical backgrounds, allowing for straightforward live viewing of NetDocuments content like Documents, CollabSpaces, Saved Searches, and Filters within SharePoint. With rapid deployment and configuration of WebParts, it presents documents from various sources, including folders, workspaces, and cabinets, ensuring an enhanced user experience. The folder tree structure is designed to mimic the familiar environment of systems like Windows Explorer, making navigation intuitive and efficient for users. This robust integration ultimately streamlines workflows and enhances collaboration across your firm.
API Access
Has API
API Access
Has API
Integrations
Microsoft SharePoint
Lupl
Microsoft Dynamics 365
Microsoft Teams
Integrations
Microsoft SharePoint
Lupl
Microsoft Dynamics 365
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$16000 per year
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
KLoBot
Founded
2019
Country
United States
Website
www.netdocshare.com
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
Product Features
Team Communication
Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing