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Document management lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents. However, when it comes to document management, the native SharePoint integration within Dynamics 365 CRM is rather limited. Our productivity apps offer two solutions for document management within Dynamics 365 CRM/Power Apps –SharePoint Security Sync and Attach2Dynamics.
What does SharePoint Security Sync do?
SharePoint is a document management and storage system that has native integration with Microsoft Dynamics 365 CRM. With SharePoint Security Sync, an additional layer of security is also added to the base of SharePoint that allows it to sync the security privileges from Dynamics 365 CRM to SharePoint for ensuring secure and reliable access to confidential documents stored in SharePoint.
What does Attach2Dynamics do?
Attach2Dynamics is a popular document or attachment management productivity app that allows integration between Dynamics 365 CRM with cloud storage like Dropbox, SharePoint, and Azure Blob Storage.
SharePoint Security Sync Or Attach2Dynamics?
Each app addresses a particular problem and has its own set of functionality. Here is a quick list of features that can help you determine which app seems like the best fit for your requirements. This list of features for both Attach2Dynamics and SharePoint Security Sync is long, with each app purposeful in its own ways. Following are the key features of both.
Key Features of Attach2Dynamics
Native Integration with Multiple Cloud Storages:
The biggest advantage of Attach2Dynamics is that is allows native integration between CRM and the today’s leading cloud storages like Dropbox, SharePoint, and Azure Blob Storage! Users can choose their choice of cloud and start managing and storing attachments/documents in the integrated Cloud Storage using Attach2Dynamics.
Easy File Management:
Users can easily manage their files with simple-to-use features like Drag & Drop, Upload, Download, Copy Link, and more within the CRM. Attach2Dynamics has a very intuitive and user-friendly interface that allows users to simply drag and drop multiple files and folders from CRM to SharePoint to move/upload folders easily, as well as email the files as attachments or links of the documents.
Move/Copy Attachments:
Quickly move or copy attachments like Notes/Email/ Sales Literature to Dropbox, SharePoint or Azure Blob Storage in Real-Time. This enables users to have better control over their attachments.
Document Location:
There can be multiple locations within SharePoint Site for a record. Attach2Dynamics allows users to select which folder (Document Location) they want to upload the file using an easy-to-use dropdown UI. This makes document saving convenient, smart, and fast!
Bulk Migration:
Time saved is productivity earned. Attach2Dynamics allows users to migrate multiple documents at once. This bulk migration allows more space to be freed at once from Dynamics 365 CRM. While the files are moving, users can also see the details as well as the status of the migrating Emails, Notes, and Sales Literature Attachments.
Security Templates:
Security Templates allows to grant the necessary user privileges according to requirement. Actions like Download, Upload, Delete, Email, etc. can be granted using Security Templates. With the necessary permissions, a user can perform such actions from the configured cloud storage. This feature allows managers to maintain control by granting only the required access to user actions in configured cloud storage for selected files and folders.
Key Features of SharePoint Security Sync
SharePoint Security Sync has all the above features as Attach2Dynamics except the integration with other cloud storage. SharePoint Security Sync is focused on the native integration of SharePoint within Dynamics 365 CRM while expanding the default feature set. Following are the additional features it has including the above Attach2Dynamics’ features.
Auto-Sync Privileges:
The biggest advantage of SharePoint Security Sync is that it allows users to auto-sync security privileges in SharePoint upon changes in user privileges in Dynamics 365 CRM. This sync triggers in situations such as record sharing or adding users to a team. Further, another level of security is added to this because any addition or changes in the security role of a user in Dynamics 365 CRM will be replicated and synced in SharePoint immediately.
Modify Security Role:
Along with the provision to auto-sync privileges, users can also very easily modify the security roles in Dynamics 365 CRM that will be replicated in SharePoint. This enables an easy transition from beginner to advanced level of accessibility to users as well as a quick way for admins to manage and modify the security roles according to requirements.
SharePoint Security Sync Tool:
Users can save their time by using the SharePoint Security Sync Tool to sync previous records in bulk. This means that the syncing of security privileges in record will be quick and hassle-free. What if ever sync fails? SharePoint Security Sync is smart enough to understand and quickly intimates you with details of failed syncs so you can restart the sync with just one click.
DocuSign Integration:
Smart integrations are the true catalyst of productivity. E-signatures are a commonly required service today while dealing with documents and attachments. Therefore, SharePoint Security Sync integrates seamlessly with DocuSign, a popularly known eSignature app that allows users to sign and annotate documents in different formats like PDF, Word, Excel, Images, Text, and so on. This feature makes it simple for users to electronically sign their documents/attachments stored in SharePoint and skip all the hassles.
Which one is right for you?
The choice is ultimately on your business requirements, the only assurance we can give is that both the solutions do an excellent job at solving problems through their own feature sets.
Please go ahead and download 15 days free trial forAttach2Dynamics and SharePoint Security Sync from our website; both our apps are Preferred Solutions on the official Microsoft AppSource.
We hope the above list helps you make the decision easier. Further, even if you require a demo or any help to make that final decision, kindly contact crm@inogic.com any time for instant assistance!
So until next time –stay safe and choose wisely!
