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Passed ISV Test

Our Document Management Add-On has passed the Microsoft Dynamics Test for ISV Solutions successfully.

 

 

Document Management for Microsoft CRM

Our unique Document Management Add-On enables you to store files directly in Microsoft CRM. Using the Windows Explorer and Drag'n'Drop we have the highest user acceptance possible.

The common approach, to use notes and attached files, is not very convenient. As it so hard to use, user refuse working with it and you end up again with that cluttered server fileshare with data spread among your hole company instead of using your CRM system for Document Management.

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We solve that problem forever - and it is easy to use!

With our WebDAV connector, you get direct windows-explorer access from the Microsoft CRM window to documents attached to that entity.

Attach files to these records
  • Accounts
  • Contacts
  • Leads
  • Service Cases
  • Sales Opportunities
  • Everything else notes can be attached to
  • Even your Custom Entities!
 

No installation on client required

Best of all: You do not need to install anything on the client computer. All you need is a Computer running Windows XP or Windows Vista.

This way Document Management is so easy to use that everybody in your company will love to use it.

One more killer-feature: It works over the internet, just as Microsoft CRM itself does. You do not need VPN software for it to work.

This software is now available for trial - please request your trial now.

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