Microsoft Dynamics CRM Connector for eCopy ShareScan

Attach scanned paper documents directly into you CRM business entities

The Microsoft Dynamics CRM Connector for eCopy™ ShareScan® lets you attach scanned paper documents directly into you Dynamics CRM Server. With 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.  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.  Enable runtime authentication and have users authenticate 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 the ShareScan® Session Logon functionality.