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.
Download presentation document.
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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