customaze Documents for Microsoft Dynamics CRM
Windows Explorer integration for Microsoft CRM
Increase productivity and become more time efficient? These are common goals of companies like yours.
Every day, a lot of time is wasted searching for files that you need in order to work, or looking for the right location to save the files that you have created. Our customaze Documents solution, structures the files in the same way that CRM does. Just open the record in CRM and access your files instantly.
The Windows Explorer integration enables a simple Document Management solution for Microsoft Dynamics CRM:
- Access your files directly in Microsoft CRM with customaze Documents
- Access your files related to any CRM record
- Work with custom entities
- It is very easy to use, drag-and-drop is fully supported
- Save your files directly into the CRM, no upload required
- No SharePoint needed
- All Windows features are supported: snapshots, distributed file systems, off line files...
Watch our solution in action
Risk free evaluation
Request a 30-day trial version and install the software on your own CRM system- request trial version here