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NEREID DMS

Nereid DMS - DMS solution for Dynamics CRM 4.0

Intoduction

Microsoft Dynamics CRM out of the box focuses on Sales, Marketing, and Service (help desk) sectors, but with its proprietary (.NET based) framework it can be customized to meet many different demands. CRM however lacks entity-associated document management which can be compensated by using SharePoint Foundation document management facilities. Our solution ties up both systems leveraging shared domain-controlled security giving rich set of document managing features to CRM.

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For more details, demonstration requests or purchase options please contact sales.

Intended Customer Base

  • Banks
  • Financial companies
  • Governments
  • Real estate
  • Medical institutions

Features

  • Seamless CRM integration
  • Intuitive user interface
  • Multiple CRM entities supported including custom
  • Basic support of text/document file types including PDF
  • Extended support of Microsoft Word 2007, 2010
  • Word document templates
  • Template and template document structure management
  • Conditional Word document blocks
  • Bidirectional document relation via barcodes
  • Domain-controlled security transparent for end user
  • jQuery-powered UI
  • UI localization

Technologies

  • .NET
  • ASP.NET
  • jQuery
  • MS CRM SDK
  • MS SharePoint SDK
  • MS SQL

Servers/Software

  • Microsoft Dynamics CRM 4.0
  • Microsoft SharePoint 2010 Server (Foundation is sufficient thus installation costs can be reduced)
  • Microsoft SQL Server
  • Microsoft Office 2007/2010
  • Optional: Document scanning solutions with barcode recognition and SharePoint importing features for bidirectional document binding (eg. Kofax Express)




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