Attach2Dynamics is a productivity app which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
Microsoft Dynamics 365 for marketing provides a comprehensive view of the customer as it collects the information of the customer from the sales person as well as management group which helps to better management and follow up of the leads or visit https://www.solzit.com/microsoft-365/
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.
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This blog contains in-depth information about the configuration of document generation functionality in MS Dynamics 365. The entire process explained in three simple steps such as Document Template Configuration, UI for the end user and Implementation of CRM Plugin.
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SSDN Technologies is one of the leading training institutes in North India that provides certification to students for learning the utility. The course on Office 365, which is a web-based platform that pairs the Microsoft Office applications with cloud storage, is tailor made for candidates looking to improve their IT skills or firms looking to train their employees to improve skill levels and increase productivity.
Azilen has developed Highly Customised CRM Solutions for Real Estate Industry using Microsoft Dynamics 365 and solution awarded for operational excellence by respected authorities.
SaaS is one of the niche cloud services that relieves the companies from making huge investments in organizational IT infrastructure and focus on more productive business activities. Office 365 is a SaaS (Software as a Service) based Microsoft application suite, that helps cutting down the cost of perform various business activities including emailing, collaboration, document storage and management, information sharing and managing business operations from anywhere in the world effortlessly with a range of exclusively designed applications bundled in this holistic package. Click here to watch the full recorded session: https://goo.gl/gCsxTJ This recorded session of webinar walks you through the focused areas in Office 365 environment architecture and explains the major highlights that can help companies understand what, why and how of O365.
When upgrading Dynamics NAV to Business Central, it's important to know that the steps required will depend greatly on how different your version of NAV is from the standard version, as well as a variety of other factors.
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Document management helps provide faster search and retrieval and improves business processes. But it’s not enough in 2021 and ahead. Read this article to know what more you need.
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