Document Importer

Import Documents in Any Entities

Document Importer Document Importer

Import Documents in Any Entities

Initial situation

Microsoft Dynamics CRM supports file-attachments to notes of any entities. However, documents can only be attached individually one by one.

Objective

Importing entire directories with documents into Microsoft Dynamics CRM entities (e.g. as part of a migration).

Solution

Thanks to the add-on, any given number of files can be imported into Microsoft Dynamics CRM entities. The file format is flexible; therefore, PDF, Office documents, scans, CAD drawings, product images, etc. can be imported.

These files are stored with a unique ID, e.g. customer number, item number, order number, etc. that is found in the target entity. The add-on fetches files from the directory and imports the documents to the corresponding CRM data records.

During the import, the ID contained in the file name is again removed automatically upon request.

Advantage

One-time or flexible import of files. For migrations or as documents interface which presents documents generated by surrounding systems in Microsoft Dynamics CRM.

Note

The demo license allows a maximum of 20 files to be imported.

Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn DocumentImporter
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 4.1.0
Date of publication 12.04.2010
Language * DE / EN

* Additional languages can be provided on request