Bhakti Rane


SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint

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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SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint

sarika Inogic


SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security Model

SharePoint Security Sync integrates Dynamics 365 CRM & Dataverse (Power Apps) with SharePoint to provide seamless document management and security for confidential documents stored in SharePoint. It enhances user experience in document management by providing various functions such as drag & drop, upload, download, generate link, email, etc. within Dynamics 365 CRM & Dataverse (Power Apps). Moreover, users are given access to SharePoint folders based on the security roles defined in Dynamics 365 CRM. This auto-syncing of security privileges from Dynamics 365 CRM to SharePoint helps to maintain data confidentiality and eliminate security risk while storing documents in SharePoint.
Below are some SharePoint Security Sync 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 have the necessary privileges assigned
Single Sign-on: Perform all actions in the context of logged-in user
Email Configuration: Support for setting default from, to, cc and bcc for an email using Email Configuration
DocuSign Integration: Seamless integration with DocuSign for eSignature
Hierarchy Structure: Store CRM records in SharePoint on the basis of hierarchy
Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.

#dynamics crm sharepoint security #bulk sync dynamics 365 security model sharepoint

Bhakti Rane


Alerts4Dynamics - Alerts / Notifications Management in Dynamics 365 CRM

Alerts4Dynamics is productivity app for Dynamics 365 CRM that helps to create, schedule, manage and track alerts. It helps to notify and pass relevant information to target audience right within Dynamics 365 CRM. These notifications can be created and displayed indefinitely or for a defined scheduled period. Notification button is available on all entities and can be accessed from anywhere in the CRM.
• Create Announcement and Rule Based/Record Based alerts.
• Alerts can be sent as Pop-ups, Form Notifications or Email to target Dynamics 365 CRM users.
• Categorize alerts as Information, Warning or Critical.
• Track log of read/dismissed alerts by users.
• Define process start date from when the notifications will start getting created and process end date when creation of new notifications will stop. Also, add the display end date for notification.

#dynamics 365 pop-up alert #dynamics 365 email alerts #dynamics 365 bulk alerts #dynamics crm pop-up alert #dynamics 365 notifications #dynamics crm alert

Bhakti Rane


Click2Undo - 1 Click App to restore Dynamics 365 CRM data to its last known state

Undo changes & restore records in Dynamics 365 CRM with a single click

Click2Undo is a productivity app that helps you to undo changes in the data in Dynamics 365 CRM with a single click. Be it the last change that you’d want to restore, or the changes that were done in the past which you would like to get back, Click2Undo can do it without any hassle. This provides a safety net within which users can conduct day-to-day activities without fear of losing data due to human or technical errors.
Click2Undo is available for Dynamics CRM 8.2 and above, Dataverse (Power Apps). It supports deployment models - On-Premises and Online.
• Entity Support: Click2Undo provides support to all OOB as well as Custom Entities
• Undo Last Changes: Ability to restore the last changes done to a Dynamics 365 CRM record by clicking the Click2Undo button
• Undo Past Changes: Ability to undo past changes made to multiple fields on Dynamics 365 CRM records in one go using History button
• Undo Bulk Changes: Ability to undo changes on multiple records at one go.

#restore last state of dynamics 365 records #restoring deleted dynamics 365 records #recovering deleted dynamics 365 records #recover deleted dynamics crm records #dynamics 365 online recover deleted records #restore records dynamics crm

Bhakti Rane


Dynamics 365 CRM Maps | Bing Maps and Dynamics 365 CRM Integration

Dynamics 365 CRM map

Maplytics™ is now one of the first map visualization app to be certified for Microsoft Dynamics (CfMD), which indicates that the solution has met Microsoft Corp.’s highest standard for partner-developed software. Maplytics is geospatial mapping app that seamlessly integrates Bing Maps with Microsoft Dynamics 365 to visualize Dynamics CRM/365 data on a map and improve business processes and engage right customers at the right time. It supports Dataverse/PowerApps for Citizen Developers to Map Dynamics CRM data.

#dynamics 365 map #dynamics crm maps #map microsoft dynamics 365 #map dynamics crm

Bhakti Rane


Heat Maps in Dynamics 365 CRM | Regional sales Analysis | Map Data Analytics

#Heat Map Visualization in Dynamics 365 CRM

Maplytics integrates Dynamic 365 CRM with Bing Maps opening up vast opportunity for the Dynamics CRM users, peers and Partners to analyze graphic data using Heat Map. Heat Map brings forth comparative study of records by studying their density over a region. You can also visualize Heat map within Dynamics 365 CRM in context to boundary, no-boundary, Pie-chart and Column-chart.

#heat maps in dynamics 365 #heat map dynamics crm #sales heat map dynamics 365 #heatmap analytics dynamics 365 #map dynamics 365 data analysis