CRM+Documents for Dynamics CRM

With CRM+Documents you not only receive the word integration (WordMailMerge for MS CRM) and the template management, but also a tool to administer all documents that lie within the marketing, sales and service activities. With this module you can now easily administer documents in the standard version of MS CRM 3.0.

Features

File Management: CRM+Documents works with the new entity "Free Document". Documents are filed in a standard way and Free Documents can be linked to any other entity. This means a Free Document can be filed to an account, contact,...
Offline access: When a user goes offline with his client, then it is still possible to use the documents as well as all other offline data from MS CRM 3.0.
Search and Find: CRM+Documents also assists in looking for documents. The integrated document browser helps to assign Free Documents and find saved information.
E-Mail attachments: The contents of a Free Document can be attached to an E-Mail activity.
Distribution of rights: It is possible to set individual user rights for each Free Document.
Archive Gateway: Prepared to connect to an archive.

Further functionalities:
Possibility to copy any Free Document.
Infolinks can be sent to employees via email.

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