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About

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint. 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 & 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.

About

Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Dynamics 365 users

Audience

Enterprises seeking a solution to optimize engagement delivery with simplified content management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Inogic Tech
Founded: 2006
India
bit.ly/3s90DdO

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/documents/

Alternatives

Alternatives

imDocShare

imDocShare

KLoBot
SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems
Squirrel

Squirrel

SmiKar Software
ProjectReady Central

ProjectReady Central

ProjectReady

Categories

File Sync Supported

Categories

File Sync Features

Audit Trail Not Supported
Backup and Recovery Not Supported
Conflict Detection Not Supported
Real Time Synchronization Supported
Remote Synchronization Not Supported
Synchronization Scheduling Not Supported
Two-Way Synchronization Not Supported

Integrations

Microsoft SharePoint Supported
Microsoft 365 Not Supported
Microsoft Copilot Not Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported
Microsoft PowerPoint Not Supported
Microsoft Word Not Supported

Integrations

Microsoft SharePoint Supported
Microsoft 365 Supported
Microsoft Copilot Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
Microsoft PowerPoint Supported
Microsoft Word Supported
Claim Inogic SharePoint Security Sync and update features and information
Claim Inogic SharePoint Security Sync and update features and information
Claim Intapp Documents and update features and information
Claim Intapp Documents and update features and information