Cities Digital LogoThe 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.

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Features

The features of the Dynamics® CRM Integration by Cities Digital include:

  • Configuration page for administrators to map CRM attributes to Laserfiche template fields to optimize searching.
  • Automatic creation of subfolders for any record type such as accounts, contacts and leads, in Laserfiche.
  • Full access interaction with respective record documentation.
  • Laserfiche Web Access functionality for document interaction.
  • The ability to upload, edit, export, delete, and search for documents, folders, briefcases, and template data.
  • Works with Dynamics® CRM 2011 or higher.

Specifications

Product Edition: V.3.3.0
Languages Supported: English
Required Laserfiche Products:

  • Laserfiche version 8 or higher
  • Web Access 8

Pricing

Dynamics® CRM Integration by Cities DigitalCD2310Software$1,000.00
Dynamics® CRM Integration by Cities Digital Annual MaintenanceCD2310SAnnual Maintenance$200.00

Publisher

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.

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.

Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Austin, Los Angeles, and Seattle.

Address:

2000 O’Neil Road, Suite 150 Hudson, WI 54016

Phone:

(855) 714-2800

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