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