Smart Storage

Smart Storage

Winfomi Technologies
+
+

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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

Smart Storage for Salesforce helps businesses reduce Salesforce file storage costs by securely storing files in Google Drive, SharePoint, OneDrive, or Amazon S3 while accessing everything directly from Salesforce.

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

Organizations using Salesforce that manage large volumes of files and documents, including enterprises, SMBs, and growing businesses. Ideal for Salesforce Administrators, CRM Managers, IT Managers, CIOs, CTOs, Salesforce Consultants, System Administrators, and Digital Transformation teams looking to reduce Salesforce storage costs by securely storing files in Google Drive, Microsoft SharePoint, OneDrive, or Amazon S3 while maintaining seamless access from Salesforce.

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

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$7
Free Version Not Supported
Free Trial 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

Winfomi Technologies
India
www.winfomi.com

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Categories

File Sync Supported

Categories

Storage Management Supported

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
Amazon S3 Not Supported
Google Drive Not Supported
Microsoft Dynamics 365 Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported

Integrations

Microsoft SharePoint Supported
Amazon S3 Supported
Google Drive Supported
Microsoft Dynamics 365 Not Supported
Microsoft OneDrive Supported
Salesforce Supported
Claim Inogic SharePoint Security Sync and update features and information
Claim Inogic SharePoint Security Sync and update features and information
Claim Smart Storage and update features and information
Claim Smart Storage and update features and information