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The CDI Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics.
By utilizing Laserfiche Web Access, the CDI Dynamics CRM integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field directly through the Dynamics interface.
This full-access interaction gives users the time-saving ability to upload or scan documents through the Dynamics interface, as well as export electronic files and briefcases, create files and folders, and edit template data.
Your organization will also have the option to upload different Laserfiche briefcases per account, contact, lead, or another record type to ensure the creation of specific subfolder structures in cases where the folder structure does not already exist in
Laserfiche.
In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Dynamics attributes, helping optimize future Laserfiche searches.
Features
Ability to view, scan, upload, edit, export, and delete documents directly from Dynamics
Ability to search and access accounts, contact, and lead documentation from within the Dynamics interface
Includes Laserfiche Workflow Activities:
- Create Record
- Find Record
- Retrieve Record
- Delete Record
- For Each Record
- Update Record
Data auto-sync - updates in Dynamics can
automatically be applied to Laserfiche
Allows administrators to map Dynamics attributes to Laserfiche template fields for optimized searching
Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts
