MetaDirectory – the original
Whether it is Microsoft Dynamics CRM/NAV/AX/CRM Online, SAP CRM/R3/Business One, Salesforce, Office365, DATEV pro or many other ERP, CRM, or groupware solutions, with MetaDirectory, you can easily and quickly merge all contact data sources used by your company into one central directory.
Protecting your sensitive data: the new user management
In times of increasing data protection guidelines (keyword: General Data Protection Regulation, GDPR ), companies must regulate and manage access to personal data easily and securely for employees. MetaDirectory makes this possible thanks to its new user management.
Joachim Frenzel, MetaDirectory Product Manager: „Thanks to the integrated user management, data can be additionally secured and the ‚Need-To-Know‘ principle of the leading application is maintained.“
Features of MetaDirectory

Connect your data sources
Connect to contact data.
The MetaDirectory offers a variety of interfaces, so-called replicators, to be able to connect as many different contact data sources as possible. Here not only classic interfaces such as ODBC, LDAP or CSV are available, but also more and more WebService-based replicators to also integrate cloud-based systems such as MS Office365, MS CRM Online or Salesforce CRM.

Call number normalization
Convert all call numbers to the same format.
Normalized numbers are the basis for a high-performance reverse search in contact data. Therefore, MetaDirectory provides an in-depth set of rules for transferring telephone numbers automatically to the super-canonical format.

Standardization of contact data
One format for all your contacts.
MetaDirectory provides a simple option to transform contact data from heterogeneous data sources into a standardized format thanks to its LDAP scheme and the field assignment wizard. As a result, searching and further processing is extremely simplified.

Secure provision of data
Protect your contact data.
Contact data is important information for a company and therefore must also be well protected. Thanks to MetaDirectory Enterprise, the access restrictions of the contact databases can now also be mapped in MetaDirectory. This forms the basis for the „need-to-know“ principle. In addition, connections can also be encrypted thanks to HTTPs and LDAPs.

Merging data sources
Export your data.
The MetaDirectory Professional and Enterprise versions also have a mechanism to export your data (e.g. as Microsoft Active Directory contacts, XML or CSV file). In this way, regular data synchronization can be easily realized while conserving resources.

Connection to telephones and TC systems
Your contact information on your telephone.
Many LDAP and XML-compliant phones and TC systems from leading manufacturers (including Apple, Cisco, innovaphone, Mitel, Polycom, Unify and snom) support the connection of LDAP directories. This makes it possible to search directly at the terminal device for contacts and call numbers and carry out a call number resolution for incoming calls.

With ProCall Enterprise, organizations can improve their communications and collaboration both internally and across company boundaries with partners, suppliers, and customers. In combination with MetaDirectory, existing contact information can also be used by the ProCall Enterprise user.
Joachim Frenzel, MetaDirectory Product Manager: „With the help of MetaDirectory, we can integrate the business processes that have already been automated in ERP, CRM and industry solutions with the communication processes, so that information such as the name, the customer number and the last purchase orders are available as soon as the call is received.“
Connecting MetaDirectory to ProCall Enterprise displays all the available information about the caller at the beginning of the conversation. In addition, employees can search for contact information in their ProCall client to find information faster.
CD/DVD/network installation/cloud services
As a result of the additional connection of external telephone directory providers such ‚Das Telefonbuch‘, Herold, twixTel, Swisscom Directories or the klickTel server, the contact data of these network installations or WebServices can also be directly accessed.
More information

- ODBC (Access, SQL Server, MySQL, …)
- LDAP (OpenLDAP, NDS, Public Directories)
- Active Directory/global catalog
- Public Exchange Folder (MAPI)
- Exchange Webservice (EWS)/Microsoft Office365
- IBM Notes
- Google Apps for Work/G Suite
- Tobit David
- DATEV pro
- Microsoft Dynamics CRM/Dynamics365
- Salesforce SOAP Webservice
- Text/CSV File
- Microsoft Dynamics CRM, Navision, AX *
- Microsoft Dynamics CRM Online/Dynamics365
- Microsoft Exchange/Office365
- IBM Notes
- Google Apps for Work/G Suite
- SAP CRM *, R3 *, Business One *
- Salesforce CRM
- Sugar CRM
- Cobra CRM PRO/PLUS *, Adress PLUS *
- DATEV pro
- Sage ACT! *, CRM *
- Schleupen.CS *
- And many more…
* via ODMC replicator
PC/server – hardware (minimum)
- CPU: 2 Cores @ 2 GHz
- 2 GB RAM
- 2 GB free hard disk space
PC/server – software
- Windows 8.1/10, Windows Server 2012/2012 R2/2016/2019
- 64-bit Microsoft Windows system support
- Licenses for MetaDirectory 4 Enterprise
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