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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
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
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