Dynamics CRM Connector for eCopy™ ShareScan®
The Microsoft Dynamics CRM Connector for eCopy ShareScan lets you attach scanned paper documents directly into you CRM business entities.
Scan paper documents and attach them to your accounts, contracts, leads or any of the other eight available business entities supported by the Microsoft Dynamics CRM Connector.
Authenticate using your Active Directory credentials
Security
Enable runtime authentication and have users authentication against Active Directory before they scan, creating a complete audit trail right into Dynamics CRM. An administrator also have the option to specify credentials in the connector settings, removing the authentication altogether, to enable faster interaction at the MFP. Authentication is compatible with eCopy ShareScan’s Session Logon functionality.
Choose from available business entities or apply filtering to restrict this view
Real-time Native Integration
Utilizing the Microsoft Dynamics CRM Web Services API, communication between your MFP and Dynamics CRM takes place in real-time. This enables scanning to business entities the second they are added to Dynamics CRM. Because all the communication is based on Web Services no installation is required on the Dynamics CRM server.
Provide details about your attachment, such as Title and Description
Ease of Use and Flexibility
You can choose your business entity type from a list at the MFP. Restrict available business entity types or create express buttons that scan directly to a pre-selected business entity type. You can even specify a default file name to be used with your attachments.
Dynamics CRM attachment’s Title and Description fields are available for further document classification. Type-ahead functionality when searching for entities in CRM minimizes time required typing at the MFP.
