MS 365 integration

Document editing without Desktop Integration Manager (DIM)

On operating systems without Desktop Integration Manager (DIM), e.g. MacOS, documents from the web client can also be edited platform-independently in the browser-based MS 356 apps and stored in One­Drive. This enables document sharing and collaborative editing outside of the CRM system.

Limitations when working without DIM

The usual DIM workflow of automatically checking in a document when closing it in the Office application is not available in an MS 365 environment. Documents must be checked in manually from the cloud area by means of a user action.

Checking documents in to or out from the file system from operating systems without the DIM opens an upload dialog or, respectively, starts the file download.

  • Creating serial letters from the CRM is not supported, because this feature (data transfer) requires a connection with MS Word via the DIM.
  • Editing Windward templates is not supported.
  • Editing article text modules cannot be automated.