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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

The updated sales presentation. The latest collateral. The sales proposal a prospect needs right now. It’s there in the document cloud for marketing, sales, support, business partners, and customers – down the road or around the globe. ShareMethods® provides centralized and secure document management and sharing 24 x 7. ShareMethods’ on-demand solutions save plenty of time, money and frustration while boosting revenue and profit. No more hard-to-manage emails overflowing with attachments. No more overly complicated, cost-prohibitive software. ShareMethods represent an inexpensive, easy-to-use platform that has many of the features that enterprise products contain, without the complexity of deployment or the costs. There is a void between complex, expensive document management systems and simpler collaboration platforms that cannot provide sufficient capabilities.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Dynamics 365 users

Audience

Companies searching for a solution to manage emails overflowing with attachments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

ShareMethods
Founded: 2003
United States
www.sharemethods.com

Alternatives

Alternatives

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Clarity Connect

Perficient
OnBrand

OnBrand

The Smart Group
SPListX for SharePoint

SPListX for SharePoint

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Squirrel

Squirrel

SmiKar Software
Windward Hub

Windward Hub

Windward Studios, Inc.

Categories

Categories

File Sync Features

Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Microsoft Dynamics 365
Microsoft SharePoint

Integrations

Microsoft Dynamics 365
Microsoft SharePoint
Claim Inogic SharePoint Security Sync and update features and information
Claim Inogic SharePoint Security Sync and update features and information
Claim ShareMethods and update features and information
Claim ShareMethods and update features and information