Document Management Solution

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Document Management Solution

Choose from a scope of development services we offer

Just fill out the below form and send us a valid lead for any of our products or services (Excluding CRM) and you will receive an Amazon £ 25.00 Gift Card. A valid lead is one which has a need, budget, and time frame for up to a year for any of our products or services (Excluding CRM). For a complete list of products and services, just visit our website: www.croftech.ltd

If you are a current customer of Croftech Ltd and the qualified referrals becomes new customer of Croftech Ltd, your company will earn credit for up to £1,000! Please see the below guidelines and contact us with any questions at info@croftech.ltd

Please provide both your and your referrals information below:.

partner-program-form

First Name

Last Name

Your Email (required)

Phone

Referrals Information-Name, Email, Phone

Guidelines

Croftech Ltd will pay a referral fee of 1.0% of the sales price of the solution not to exceed £1,000 for referrals resulting in revenue to Croftech Ltd. for the solutions sold and implemented by Croftech Ltd. This is for the initial contract ONLY and does not apply to CRM solutions.

To qualify, the referral must be a company that is not a current client of Croftech Ltd nor has EVER been a client of Croftech Ltd. It must result in revenue to Croftech Ltd. within 12 months from the date submitted. This is for the initial contract ONLY.

You will be advised if Croftech Ltd is actively working on the account submitted and therefore will not be a valid referral. Actively working means that contact has been made within the previous 90 days and follow-up is planned within the next 90 days and the lead has not been submitted to Croftech Ltd within the last 12 months prior to the date submitted.

To qualify for the Referral Reward, Croftech Ltd must approve the referral ahead of time.

The initial contract must also be a minimum of £10,000 in total revenue to Croftech Ltd.

CROFTECH-DOCS – Croftech-docs synchronization between Dynamics 365 Entities and SharePoint Online.

Automated the migration entity attributes data SharePoint Online corresponding Croftech-docs fields.
Automate the assignment fields to Default Document view in SharePoint Online for ease of usability.
Automated background synchronization of existing entity records to SharePoint Online.
Croftech-docssynchronisation to SharePoint Online library folder and document levels.

Security – Security synchronization between Dynamics User/Team/Roles and SharePoint security access controls.

Activity Notes Attachments – Migration of Dynamics 365 activity Notes Attachments to SharePoint Online.

Automated migration of Activity Notes attachments to SharePoint Online.
Entity-based prevention of attaching files to activity Notes in Dynamics 365.
Entity-based prevention of attaching files based on file mime types and file size to activity Notes in Dynamics 365.
Automated background synchronization of existing activity Notes attachments to SharePoint Online.

Email Attachments – Migration of Dynamics 365 Email Attachments to SharePoint Online.

Our Mission

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CROFTECH-DOCS

Croftech-docs synchronization between Dynamics 365 Entities and SharePoint Online.

Automated the migration entity attributes data SharePoint Online corresponding Croftech-docs fields.
Automate the assignment fields to Default Document view in SharePoint Online for ease of usability.
Automated background synchronization of existing entity records to SharePoint Online.
Croftech-docssynchronisation to SharePoint Online library folder and document levels.

Security

Security synchronization between Dynamics User/Team/Roles and SharePoint security access controls.

Automated migration of Entity security access controls to SharePoint Online document folder and files.
Supports replication of security access control in Dynamics 365 entity record Sharing to SharePoint Online document folder and files.

Activity Notes Attachments

Migration of Dynamics 365 activity Notes Attachments to SharePoint Online.

Automated migration of Activity Notes attachments to SharePoint Online.
Entity-based prevention of attaching files to activity Notes in Dynamics 365.
Entity-based prevention of attaching files based on file mime types and file size to activity Notes in Dynamics 365.
Automated background synchronization of existing activity Notes attachments to SharePoint Online.

Email Attachments

Migration of Dynamics 365 Email Attachments to SharePoint Online.

Automated migration of Email attachments to SharePoint Online.
Automated background synchronization of existing Email attachments to SharePoint Online.