IntellaScan™ for Microsoft Dynamics™ CRM 3.0
Keep critical customer data and documents together with the touch of a button
Even the best CRM system can't deliver a complete picture of your customer information if it doesn't include the documents that drive your business. Having access to both the detailed information as well as the documents associated with your business transactions provides a true 360° view.
Capture your paper documents and link them to any Microsoft CRM entity record instantly
With IntellaScan™ you can quickly and easily capture paper documents and link them to any Microsoft CRM record.
Scan Correspondence, Quotes, Orders, Contracts, Invoices, and other business-critical documents then link them to the appropriate Lead, Account, Contact, Opportunity, Case or other entity records instantly.
Scan Correspondence, Quotes, Orders, Contracts, Invoices, and other business-critical documents then link them to the appropriate Lead, Account, Contact, Opportunity, Case or other entity records instantly.
Easily find and retrieve any document for any entity record right within CRM
All scanned documents associated with your CRM records are readily accessible from the Notes tab.
Simply use the built-in quick Find or Advanced Search features of Microsoft CRM to locate the desired record to retrieve any associated document image.
Features include... If the paper documents that drive your
business are not immediately available to the people that need them, then... |
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Pull Method Scanning: As easy as 1-2-3…
1. Place a document on your SCSI or USB scanner
connected to the included network Scan server. 2. Select a CRM entity record, enter a Title and Description for the document, then click the  Scan Document button on the toolbar.3. The document is automatically scanned and stored as a PDF file in a CRM Note. read more |
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Powerful and Flexible
IntellaScan™ enables you to quickly scan paper documents and/or import electronic files directly into Microsoft CRM.
Whether personal or network scanner, multifunction printer, fax, or file transfer - IntellaScan™ makes it easy!
read more Five Editions to Choose from…
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