The Dynamics® CRM Integration by Cities Digital allows for simple interaction with Laserfiche from the CRM interface. The Laserfiche window, which can be added to any record, provides full access to corresponding documentation stored in Laserfiche.
This integration utilizes Web Access functionality to upload or scan documents, export electronic files and briefcases, create files and folder, and edit template data.
The Administration Configuration Page allows for mapping between Laserfiche template fields and CRM record attributes to optimize the searching within Laserfiche. Upload different Laserfiche briefcases per record type to create specific subfolder structures, in the case that the record folder structure does not exist in Laserfiche. This ensures that users will find or create the appropriate content within Laserfiche when using the Integration.
The features of the Dynamics® CRM Integration by Cities Digital include:
Product Edition: V.3.3.0
Languages Supported: English
Required Laserfiche Products:
|Dynamics® CRM Integration by Cities Digital||CD2310||Software||$1,000.00|
|Dynamics® CRM Integration by Cities Digital Annual Maintenance||CD2310S||Annual Maintenance||$200.00|
Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.