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Secure Document Gateway for Dynamics 365
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image4_6.png

Secure Document Gateway for Dynamics 365

par Smart App Business Solutions Pty Ltd

Enable external users to securely view and upload documents in Dynamics 365.

Secure Connect Portal for Dynamics 365 by Smart App Business Solutions is deisgned for secure document request and sharing between users, clients and related connections.

The integration offers the following features:

  • File link generation directly from a dedicated Files/Documents tab within Contact, Account, or Case forms
  • Choose recipients from existing connections
  • Submitted files automatically uploaded to associated (Regarding) folder
  • Files can be shared to external users/existing connections
  • Generation of secure file viewing link for files shared to intended recipients
  • Configure link expiry; links automatically expire at set date and time
  • Ability to manually expire links for security purposes
  • Resend or cancel link access as required
  • Colour coded status updates in real time

Vue d’ensemble

https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/trailer_3002254288539051785_trailer.png
/staticstorage/20260630.1/assets/videoOverlay_62a424ca921ff733.png
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image5_1.png
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image8_2.png
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image3_3.png
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image0_4.png
https://catalogartifact.azureedge.net/publicartifacts/smartappbusinesssolutionsptyltd1582150654524.d365_secure_document_gateway-324ed1c0-4544-495a-bd37-4a100152a724/image2_7.png