The Dynamics® CRM Activities for Laserfiche Workflow provides organizations with the ability to integrate Laserfiche Workflow with Dynamics® CRM.  Workflow authors have the ability to create, retrieve, update, or delete data in Dynamics® CRM from Laserfiche Workflow.

The integration adds six workflow activities within the Workflow Designer – Create CRM Record, Delete CRM Record, Find CRM Records, For Each CRM Record, Retrieve CRM Record, and Update CRM Record – which can be added to any new or existing Laserfiche workflow. Together, these workflow activities provide a seamless integration with Dynamics® or Salesforce® CRM to automate common everyday CRM tasks.

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Features

The features of this Integration from CDI include:

  • Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other workflow activities.
  • Six configurable Activities for Laserfiche Workflow for Dynamics® CRM Automation.
  • Compatibility with Dynamics® CRM Online, Dynamics® CRM On Premise, Salentica® and Tamarac®.

 

Specifications

Product Version Number: V1.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Workflow 9.1 or higher

 

Pricing

 

Dynamics® CRM Activities for Laserfiche Workflow by CDICD2315Software$2,000.00
Dynamics® CRM Activities for Laserfiche Workflow Integration by CDI Annual MaintenanceCD2315SAnnual Maintenance$400.00

 

Publisher

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. Proud to be partnered with Laserfiche since 2002, our trusted solutions, built by CDI, have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integration.

CDI’s headquarters is based in Hudson, Wisconsin, and operates satellite offices in Eugene, Austin, Los Angeles, and Seattle.

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche’s opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.

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