Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

A place for everything and everything in its place – all of us are familiar with this famous phrase. We like being organized, being neat and tidy. As human beings we stick to a sense of order – in both personal and professional lives. No one likes to leave one’s home or office space in clutter. The same principle applies when it comes to managing documents and attachments in a Microsoft Dynamics 365 CRM solution.

The scale of data that you deal with on a daily basis in your CRM is steadily increasing. The rapid growth in documents associated with your customers calls for alternative measures to successfully manage access and storage space within CRM. There are plenty of third party apps available in the market for document management, but can they satisfy all your needs in the context of Dynamics 365?

Let's review some requirements to keep in mind while choosing your document management app.

Data Security

Normally, cloud services like SharePoint, Dropbox, Azure Blob Storage, etc. are used to store CRM documents/attachments. But there are significant differences between the security models of Dynamics 365 and these cloud services. The confidential document like a legal contract, which only a few people can access in CRM, could become fully accessible to everyone when transferred to SharePoint (cloud services) due to differences in security privileges. So, look for apps that sync security privileges between these systems, as security of data is non-negotiable.

Bulk Migration