Dynamics CRM Document Storage Wizard

Major issue with storing documents in Dynamics CRM in the form of attachments to Notes is inability to work on these attached files in cooperation with other colleagues, who do not have to use CRM. When several service people serve requests from the same client this is required. Currently you can use alternative way when you store office documents in the folders of your file system and when modifying document, you save it and reattach to CRM. This is inconvenient, because first it requires all your editing users to have CRM licenses, which delays CRM implementation. Additional limitation in OOT system is lack of index and search features for attached documents...

Dynamics CRM Scanner Interface Wizard

New !!!  Using SoftAddons' Dynamics Scanner Interface, you can scan documents directly into CRM.

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