Skip to main content

Get secured SharePoint Integration and Document Management on Cloud Storage for Dynamics 365 CRM

In this webinar you will be reacquainted with our popular document management productivity app - SharePoint Security Sync - that provides enhanced integration capabilities between SharePoint & Dynamics 365 CRM/Dataverse (Power Apps) including syncing of security privileges for better data security in SharePoint. Further, you will be given an in-depth tour of yet another popular app – Attach2Dynamics – which will help you to connect with Azure Blob Storage & Dropbox for a similar seamless integration experience.

In this session, we will walk you through the following features of both apps;

  • Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments
  • Drag and drop multiple files and folders to upload them all at once
  • Generate anonymous links to the documents to share outside of the organization
  • Directly email the files as attachments or links to documents from within CRM
  • Upload, Rename, Delete and Search files from cloud storage
  • Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage
  • Security Template to control user privileges to the various actions discussed above
  • Access to SharePoint folders controlled by the security roles defined in Dynamics 365 CRM
  • Sync the security privileges for existing folders associated with Dynamics 365 CRM record
  • Connect and actively manage files and folders on more than one SharePoint site and folders
  • Support to create customized document library structure within SharePoint
  • Seamless integration with DocuSign for e-signature