AbleBridge Document Management for Microsoft Dynamics CRM

About This Solution

AbleBridge Document Management is a Microsoft Dynamics CRM Add On that provides you with a more familiar way of managing document files and folders within Microsoft Dynamics CRM. Similar to Windows Explorer, Document Management provides an intuitive, graphical tree-view of Folders and Sub Folders so you can create and manage document libraries the way you are accustomed to. Through an administrative interface, designated users have the ability to create pre-defined folder templates for any entity in CRM; maintaining consistency over the storage and organization of document folders and files for each type of record.

Whether you want to manage document files at the record level or create central libraries for the organization, Document Management provides you with an easy way to manage document files within Microsoft Dynamics CRM.

Dynamics Software

More About This Vendor

What are the most popular add on tools to improve Microsoft Dynamics CRM? Our users love EditAble CRM Grid and Project Management for Dynamics CRM. EditAble CRM Grid allows you to quickly edit, group, sort, filter and calculate data on CRM pages. Project Management gives you the core project cost accounting capabilities you need to manage projects after the sale, integrated right into Dynamics CRM.

AbleBridge CRM Add On solutions extend the "out of the box" functionality in Microsoft Dynamics CRM. They allow for a richer user experience and improved business efficiencies across your organization.

Visit our website for overview videos for all of our Dynamics CRM Add On Tools - EditAble CRM Grid, Project Management for Dynamics CRM, BenefitsBridge for Insurance, Lead Management, Sales Pipeline Management and Document Management.