top of page
  • Analytics Information:
    We may directly collect analytics data, or use third-party analytics tools and services, to help us measure traffic and usage trends for the Service. These tools collect information sent by your browser or mobile device, including the pages you visit and other information that assists us in improving the Service. We collect and use this analytics information in aggregate form such that it cannot reasonably be manipulated to identify any particular individual user. Log file information is automatically reported by your browser or mobile device each time you access the Service. When you use our Service, our servers automatically record certain log file information. These server logs may include anonymous information such as your web request, Internet Protocol (“IP”) address, browser type, referring / exit pages and URLs, number of clicks and how you interact with links on the Service, domain names, landing pages, pages viewed, and other such information.
  • Device Identifiers:
    When you access the Service by or through a mobile device (including but not limited to smart-phones or tablets), we may access, collect, monitor and/or remotely store one or more “device identifiers,” such as a universally unique identifier (“UUID”). Device identifiers are small data files or similar data structures stored on or associated with your mobile device, which uniquely identify your mobile device. A device identifier may be data stored in connection with the device hardware, data stored in connection with the device’s operating system or other software, or data sent to the device by Stralto. A device identifier may convey information to us about how you browse and use the Service. A device identifier may remain persistently on your device, to help you log in faster and enhance your navigation through the Service. Some features of the Service may not function properly if use or availability of device identifiers is impaired or disabled.
  • Location Data:
    When you access the Service by or through a mobile device, we may access, collect, monitor and/or remotely store “location data,” which may include GPS coordinates (e.g. latitude and/or longitude) or similar information regarding the location of your mobile device. Location data may convey to us information about how you browse and use the Service. Some features of the Service, particularly location-based services, may not function properly if use or availability of location data is impaired or disabled.
  • Commercial and Marketing Communications:
    We use the information we collect or receive, such as your email address, to communicate directly with you. We may send you emails containing newsletters, promotions, and special offers. If you do not want to receive such email messages, you will be given the option to opt out or change your preferences. We also use your information to send you Service-related emails (e.g., account verification, purchase and billing confirmations and reminders, changes/updates to features of the Service, technical and security notices). You may not opt out of Service-related emails. You may also be able to be “found” on Stralto based on information that you provide (see “Find friends on Stralto”) above.
  • Use of Certain Service Type Information We Collect About You:
    We use or may use cookies, log file, device identifiers, location data and clear gifs information to: (a) remember information so that you will not have to re-enter it during your visit or the next time you visit the site; (b) provide custom, personalized content and information; (c) to provide and monitor the effectiveness of our Service; (d) monitor aggregate metrics such as total number of visitors, traffic, and demographic patterns; (e) diagnose or fix technology problems; (f) help you efficiently access your information after you sign in; (g) to provide advertising to your browser or device, and (h) automatically update the Stralto application on your mobile devices.
  • Sharing of Your Information:
    We will not rent or sell your information into third parties outside Stralto and its group companies (including any parent, subsidiaries and affiliates) without your consent, except as noted below: - Who we may share your information with: We may share your information with third-party business partners and Trusted Users for the purpose of providing the Service to you. Third party business partners will be given limited access to your information as is reasonably necessary to deliver the Service, and we will require that such third parties comply with this Privacy Policy, or operate under a similar privacy policy. Who can see User Content: Any User Content that you voluntarily disclose for posting to the Service becomes available to the public and cannot be removed, except by Stralto in its sole discretion. Once posted on Stralto, User Content may not be removable from public view, as copies may remain viewable in cached and archived pages of the Service, on other sites that have republished us, or if other Users have copied or saved that information. If you do not wish your User Content to be available to the public, please don’t post it on Stralto. Your username and if you choose to disclose it, your real name, will be published publicly. Once published your username and / or real name may not be able to be removed. - Who can see your IP address: If you post User Content on the Service while not logged in, your IP address will be published with your User Content in order to attribute your contribution to the Service. A selection of Trusted Users with administrative powers on Stralto have the ability to review IP addresses of users to reduce abusive behavior. Any third party service embedded on Stralto such as an advertiser, video provider, social network or other third party will also have access to your IP address. - Who can see your email address: If you enter an email address, you will enable communication from Stralto and other Users. If you reply to users or participate in group Stralto activities such as meetups, your email address will be shared with these users. In addition, some email addresses such as forward to a group of Trusted Users, who will use your email address to reply to the email.
  • What Happens in the Event of a Change of Control:
    We may buy or sell/divest/transfer the company (including any shares in the company), or any combination of its products, services, assets and/or businesses. Your information such as customer names and email addresses, User Content and other user information related to the Service may be among the items sold or otherwise transferred in these types of transactions. We may also sell, assign or otherwise transfer such information in the course of corporate divestitures, mergers, acquisitions, bankruptcies, dissolutions, reorganizations, liquidations, similar transactions or proceedings involving all or a portion of the company. Instances where we are required to share your information: Stralto will disclose your information where required to do so by law or subpoena or if we reasonably believe that such action is necessary to (a) comply with the law and the reasonable requests of law enforcement; (b) to enforce our Terms of Use or to protect the security, quality or integrity of our Service; and/or (c) to exercise or protect the rights, property, or personal safety of Stralto, our Users, or others.
  • How We Store and Protect Your Information:
    Storage and Processing: Your information collected through the Service may be stored and processed in the United States or any other country in which Stralto or its subsidiaries, affiliates, or service providers maintain facilities. Stralto may transfer information that we collect about you, including personal information, to affiliated entities, or to other third parties across borders and from your country or jurisdiction to other countries or jurisdictions around the world. If you are located in the European Union or other regions with laws governing data collection and use that may differ from U.S. law, please note that we may transfer information, including personal information, to a country and jurisdiction that does not have the same data protection laws as your jurisdiction, and you consent to the transfer of information to the U.S. or any other country in which Stralto or its parent, subsidiaries, affiliates, or service providers maintain facilities and the use and disclosure of information about you as described in this Privacy Policy. Keeping your Information Safe: Stralto cares about the security of your information and uses commercially reasonable safeguards to preserve the integrity and security of all information collected through the Service. To protect your privacy and security, we take reasonable steps (such as requesting a unique password) to verify your identity before granting you access to your account. You are responsible for maintaining the secrecy of your unique password and account information, and for controlling access to your email communications from Stralto, at all times. However, Stralto cannot ensure or warrant the security of any information you transmit to Stralto or guarantee that information on the Service may not be accessed, disclosed, altered, or destroyed. Your privacy settings may also be affected by changes to the functionality of third party sites and services that you add to the Stralto Service, such as social networks. Stralto is not responsible for the functionality or security measures of any third party. Compromise of Information: In the event that any information under our control is compromised as a result of a breach of security, Stralto will take reasonable steps to investigate the situation and where appropriate, notify those individuals whose information may have been compromised and take other steps, in accordance with any applicable laws and regulations.





Import the Solution File into your Dynamics instance.

Open the StraltoDMX solution.


Click on Configuration and then “Signup for DMX”

dmx step 2.png


Select the number of users and proceed to Checkout.


DMX comes with a 60-day free trial and your credit card will not be charged till the trial expires. You can easily cancel the subscription by using the manage subscription button.

dmx step 3.png


Close the dialog. Now you can copy the DMX key and use it for your DMX Configuration.  


If you ever need to regenerate the key you can come back here and do that. Don’t forget to update the key in the DMX Configuration after you do so. You can also manage your subscription from here.

dmx step 10.png



If not already there, from within the solution select the DMX Configuration Entity and Add it to one of the menus e.g. Settings and Save

DMX 1.png


Go to Settings and Select “DMX Configuration” from the Menu.

DMX 2.png


Create a New DMX Configuration by clicking on +NEW.

DMX 3.png


Select DMX Type and then fill in the necessary information based on the type you select and save the record.

  • Azure Blob Storage

  • SharePoint Online- with or without SSI              (Server-Side Integration)

  • Dynamics 365 Annotations​

For Image Auto-tagging


Enable the Azure OCR Authentication Key. DMX can utilize Microsoft AI Cognitive Services to find keywords in images and auto-tag them.


To enable this feature, sign up for a cognitive services subscription on Azure and add the provided key to the “Azure OCR Authentication Key” field. DMX will automatically start auto-tagging your documents based on the auto-tags provided. 


For Configuring the Portal


Enable the Microsoft CRM Portal. The following fields need to be filled out to have DMX enabled for the Portal. Further configuration of Portal is discussed in the Portal Section.

  • Dynamics Admin Username

  • Dynamics Admin Password

  • Dynamics Azure Active Directory App Client ID

  • Dynamics Azure Active Directory App Client Secret

  • Dynamics Azure Active Directory App Tennant ID.

DMX 4.png
DMX 5.png


Add DMX to the entity by clicking + on Entity Configuration. The entity needs to have Document Management Enabled. You can set that in Entity Settings.

This is where you can further customize the DMX experience: 


  • Select the theme

  • Max upload size 

  • Select fields you want to see on the DMX Client.

Click on + to add Required Document Types and sub document types. 

​You can control some important aspects of DMX from here.

  • Show in Portal- Allows you to control what types of documents should be shown and be available for upload in the portal

  • Track by Stage- Allows you to filter and sort documents by what stage they are connected to.

  • Filter by Role- Allows you to filter the document type and only show it to users with a role.

DMX 6.png
DMX 7.png


Auto-Tagging and Custom Fields

Auto-Tagging feature: automatically checks for keywords when a document is uploaded.


Custom fields of Text:

Options or Date type can be used to track additional structured data for a document.


Next step is to edit the form for the entity and add a web resource to the bottom of the form.


The web resource should point to stralto_dmclient.html and should be named “WebResource_dmclient”


Make sure to add the web resource in a separate tab and make it 40 lines, expandable and without border to get the best user experience.


For Portal, follow the same steps for the entity form but point the web resource to stralto_dmportalclient.html and name it “WebResource_dmportalclient”

DMX 8.png
DMX 9.png


Once you save and publish, you can just go to the entity form and start using DMX to upload and tag files.

CRM Users need to be part of the DMX Users Security Role in order to use DMX. DMX Administrator role is required to delete documents in DMX.

DMX 10.png

In Dynamics CRM

DMX 11.png

In Microsoft CRM Portal

bottom of page