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Average Ratings 0 Ratings
Description
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
Description
Initially, a single document was all it took to establish your business's legitimacy; however, over time, your collection of documents has expanded and become increasingly chaotic across various platforms and devices. Many businesses resort to temporary solutions like Dropbox or SharePoint to manage their documents, but these methods often fall short of providing a real solution. In contrast, Real File offers a robust document management system specifically designed for organizations rather than individual users. Powered by the reliable and redundant Amazon cloud, Real Directory ensures that your documents are securely encrypted and safeguarded with SSL technology, which is the same level of protection used for credit card transactions. As your business grows, our cloud storage adapts to your needs, eliminating concerns about running out of space or bandwidth. Moreover, we handle all software and management tasks, allowing you to focus on what matters most—your business. With the ability to work directly from a web browser, you can access files from anywhere using our web client, while also managing user accounts to grant employees or customers access to designated folders or documents. This comprehensive approach to document management empowers your organization to operate more efficiently and securely in today's fast-paced environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft SharePoint
Yes
Amazon Web Services (AWS)
No
Dropbox
No
Microsoft Dynamics 365
Yes
Integrations
Microsoft SharePoint
Yes
Amazon Web Services (AWS)
Yes
Dropbox
Yes
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
Real Time Solutions
Country
United States
Website
www.rtsolutions.com
Product Features
File Sync
Audit Trail
No
Backup and Recovery
No
Conflict Detection
No
Real Time Synchronization
Yes
Remote Synchronization
No
Synchronization Scheduling
No
Two-Way Synchronization
No
Product Features
Directory
Advertising Management
Yes
Customer Portal
Yes
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
Yes
Search / Filter
No