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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Effectively tailor and oversee Policies and Procedures (PnPs) while enabling electronic searches for PnPs and agency standards. Users can attach relevant notes and documents to their respective agency standards, ensuring comprehensive documentation. Additionally, facility documents can be prepared and managed ahead of Surveys. End-users will have the capability to electronically search their agency standards and will be able to view or link insights, notes, related operational documents, and PnPs. They can utilize name or keyword search functions to find standards, operational documents, and PnPs efficiently. Moreover, end-users can prepare for agency surveys with guided tools that assist in navigating PnPs, amendments, and tracking deficiencies. There is also an option to create log-ins specifically for consultant roles and oversight. With HOTB’s innovative technology, policies and procedures can be automatically generated based on specific data inputs from the end-user’s agency, ensuring a tailored approach to compliance and performance monitoring. This dynamic customization empowers agencies to stay compliant while enhancing their operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 

Integrations

Microsoft Dynamics 365 No 
Microsoft SharePoint 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 Yes 
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

SCT

Country

United States

Website

sctdemo.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

Alternatives

Alternatives

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