Intellagent Solutions IntellaScan™ for Microsoft Dynamics™
Products Services Partner Program

Hover over or Click on the images in the diagram to learn more about each IntellaScan components
Coming Soon: Send E-Mail messages with file attachments to an IntellaScan monitored E-Mail Account. Send a Fax to either an online Fax Service (e.g. Venali, eFax) or a Fax Server (e.g. Microsoft SBS, RightFax, Faxcore). Coming Soon: Configure your Fax Service (e.g. Venali, eFax) to deliver Incoming Faxes to an IntellaScan monitored E-Mail Account. Coming Soon: E-Mail file attachments are automatically extracted from messages in an IntellaScan monitored Account Inbox, then imported into Microsoft CRM Scans and Imports records. Configure your Fax Server to deliver incoming faxes to an IntellaScan monitored file folder where they are automatically imported into a Microsoft CRM Scans and Imports record. Scan paper documents and save them to an IntellaScan monitored shared file folder. Scan paper documents and save them to an IntellaScan monitored shared file folder. Copy files over the LAN/WAN or transfer them over the web via FTP to an IntellaScan monitored shared/incoming FTP server file folder. Configure a folder on your server shared for write-access and/or for FTP upload so users can save/transfer document files and images for automatic import into Microsoft CRM. The IntellaScan Windows service monitors a specified E-Mail Account (coming August 2006) and/or server file folder for new messages and files, then automatically processes and imports them into Microsoft CRM Scans and Imports records as appropriate. Optionally convert files to PDF format with third-party software such as activePDF and others. Scan paper documents using the Direct or Indirect Push Scan methods from a workgroup scanner with an attached IntellaScan Scan Server. Click the Scan Document button from any primary CRM entity record toolbar to scan paper documents from a workgroup scanner with an attached IntellaScan Scan Server. Click the Scan Document button from any primary CRM entity record toolbar to scan paper documents from a workgroup scanner with an attached IntellaScan Scan Server. Click the Scan Document button from any primary CRM entity record toolbar to scan paper documents from a workgroup scanner with an attached IntellaScan Scan Server. Click the Scan Document button from any primary CRM entity record toolbar to scan paper documents from a workgroup scanner with an attached IntellaScan Scan Server. Scanned document images and electronic files are imported into CRM as Notes associated with the appropriate CRM entity records. The included IntellaNotes add-on enables users to access all Notes associated with any record and its 1st-level child records in an easy-to-use list view.