The Microsoft Dynamics CRM Connector for eCopy ShareScan let’s you attach scanned paper documents directly into you CRM business entities.
CRM 4, 2011, 2013 and 2015 are all supported with the latest version.
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.
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.
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.
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.
Evaluation version available
This product is available as a free 45-day evaluation version in our downloads section.