Microsoft Dynamics Connector
Microsoft Dynamics CRM is a customer relationship management (CRM) system that helps businesses manage their customer database, generate new leads, engage with their customers, and resolve customer service issues.
Simflofy integrates with Microsoft Dynamics and Microsoft Dynamics 365 to provide federation, synchronization, and integration capabilities across all content and information stored in the system and across the whole Microsoft ecosystem.
Simflofy’s Microsoft Dynamics integration allows you to:
- federate information stored in Microsoft Dynamics repositories for centralized access from within Simflofy
- migrate content out of Microsoft Dynamics to other systems
- migrate content into Microsoft Dynamics from other systems
Simflofy's Authentication Connection initiates the integration to your Microsoft Dynamics instance. This phase is used to configure custom repository fields and authenticate output connections, so that Simflofy can be leveraged to perform discovery on your Microsoft Dynamics content, manage documents and workflows, or migrate content, files, metadata, and applications stored within Microsoft Dynamics.
The Microsoft Dynamics Integration Connection allows for content and metadata to be integrated to or from a Microsoft Dynamics repository based on folder, content type, and document type.
Crawl remote systems for files, folders, metadata, versions, and renditions
Push records, metadata, and permissions into the target repository
Output files, folders, metadata, versions, and renditions to the associated output system
The Microsoft Dynamics Discovery Connector allows you to quickly locate and access any schemas located in the remote Microsoft Dynamics repository. These include tables, columns, object types, aspects, categories, content types, index fields, or any number of types and their associated metadata within Microsoft Dynamics.
Simflofy lets you quickly locate and access documents, files, and metadata stored in your Microsoft Dynamics repository for simpler, faster, and more cost-effective eDiscovery.
Simflofy’s Microsoft Dynamics Content Services Connector lets you search, find, and easily perform actions on any content stored in Microsoft Dynamics.
Create and update Microsoft Dynamics files and folders directly from the Simflofy interface
Update document properties and metadata
Manage document retention and archiving