Add document context to your Microsoft Dynamics 365 CRM
Add document context to your Microsoft Dynamics 365 CRM

Assign Office documents, scans, PDFs, pictures, emails, attachments and other files to any CRM entity

Keep all customer information and files on hand
Keep all customer information and files on hand

Enrich your CRM entities and access all related documents in one view.

Bridge the gap between Microsoft Dynamics 365 CRM and SharePoint

Vycunia is a Microsoft Dynamics 365 CRM and SharePoint integration and the only solution on the market designed to collect and assign documents to Microsoft CRM entities.

Vycunia offers a solution to the haphazard way in which customer documents, images, emails, files and photos are stored across networks and devices. It saves you the hassle of remembering where a certain document was last seen – or what it was called, simply by bundling it up with your customer information in Microsoft CRM. If you’re anything like us, you forget these details anyway. With Vycunia you can.

All your digital documents in one view

Vycunia has no limits on the documents and document types managed. It works with all office document types (Microsoft or other), PDF, photos, scanned documents, emails and their attachments.

Just drag or upload documents to the Vycunia input queue where they will wait until you or another team member have time to attach them to the correct Microsoft CRM entity.

Add any document to any CRM entity type

Vycunia assigns digital documents to your Microsoft Dynamics 365 CRM entities for you and stores them in SharePoint.

It works with all CRM entity types, from accounts and contacts to opportunities, projects and cases. You can even use it with business entities, like insurance claims, or other custom CRM entities you've created yourself. You can group and classify your documents and sort them by content type before clicking and dragging them from the queue to the entity you’re working on.

As easy as it gets, on any device

We made retrieving information as user-friendly as possible. Adding new documents is a piece of cake.

When you open an entity in CRM, all the documents assigned to it will immediately appear, ready to view and use. All documents are presented in a simple, attractive and user-friendly interface on any desktop, laptop, tablet or mobile device.

All you need is the cloud

You can use Vycunia as cloud-based Software as a Service, or install it on premise in your own data centre.

We made sure it is 100% browser-based so all you really need Internet access. Vycunia is a stand-alone solution, but integrates seamlessly with Microsoft Dynamics 365 CRM customer information and SharePoint document storage and management. It's up to whether you want to run Vycunia in the cloud, on-premise or as a hybrid solution.