Reva Box Connector for Dynamics 365
Empower your business services: seamlessly connect your business processes to content.
Overview
Box is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. The Dynamics and Box integration enables you to store and manage documents on Box in the context of a Dynamics 365 record, and use the Box document management abilities in Dynamics 365 application, such as checking the document in and out, viewing version history, and changing document properties.
How does it work?
Our Serverless integration framework establishes a secure and reliable connection with Box, harnessing the Box API to facilitate smooth communication between the two platforms. The integration authenticates and authorize Dynamics users to access the documents stored in Box.
Features
Document Management
Rest assured knowing that the documents on the account workspace are the same across both platforms.
File Organization
Through dedicated workspaces formed on both platforms, manage accounts without any accidental overalp.
Collaborative Workflows
Make live notes on documents which are available on both platforms.
Simplified Case Resolutions
Make decision processes simpler with access to both CRM information and important documents in one workspace
Data Access
No more switching between platforms as the integration between the two platforms is seamless & comprehensive.
Security
Protect your account documents with Box's robust security measures.
Benefits
Enhanced Productivity
By Providing a unified platform, users can expect streamlined workflows and improved efficiency. The user experience is enhanced as documents and CRM data are both seamlessly accessible.
Data Accuracy
With one dedicated workspace for an account integrated into Box & Dynamics 365, document revisions and edits will be tracked in an organized workspace for enhanced data accuracy across platforms.
Strengthened Collaboration
Notes & comments can be added from the Box integration on Dynamics 365 which are easily accessible via both platforms. The CRM data being just a click away allows for easy corrections.
Customer Relations
With easy access to all the relevant customer documents and data within Dynamics 365, customer-facing teams can provide a more personalized and informed service.
