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 –
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
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
Easy File Management:
Users can easily manage their files with simple-to-use features like
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
Time saved is productivity earned. Attach2Dynamics allows users to migrate multiple documents at once. This
Security Templates allows to grant the necessary user privileges according to requirement. Actions like Download, Upload, Delete, Email, etc. can be granted using
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.
The biggest advantage of SharePoint Security Sync is that it allows users to
Modify Security Role:
Along with the provision to auto-sync privileges, users can also very easily
SharePoint Security Sync Tool:
Users can save their time by using the
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
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.
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 [email protected] any time for instant assistance!
So until next time –stay safe and choose wisely!