Webinar: D365 CRM Document Storage Issues & Security Risks? Discover the Fix!
Running out of Microsoft Dynamics 365 CRM storage or worried about sensitive documents in SharePoint falling into the wrong hands?
For many organizations, uncontrolled document growth leads to skyrocketing storage costs, compliance challenges, and security gaps that put critical business data at risk.
That’s why we’ve got a solution for you in our upcoming webinar!
Date & Time: October 1, 2025 – 2:00 PM AEST | 11:00 AM CET | 11:00 AM EDT
This webinar is designed for Dynamics 365 CRM users who want to cut storage costs and strengthen document security without disrupting daily operations.
You’ll learn how to:
- Migrate CRM documents to SharePoint, Dropbox, or Azure Blob to reduce storage costs.
- Use drag-and-drop uploads, bulk migration, and custom folder structures right inside CRM.
- Keep documents organized with metadata and overcome SharePoint’s library limit.
- Sync CRM security roles to SharePoint for role-based access and compliance.
- Set user permissions for upload, download, and email with Security Templates.
Whether you manage CRM administration, IT security, or compliance, this session will show you how to move from costly, unsecured storage to a cost-effective and secure document management process.
Can’t attend live? Register anyway and receive the recording after the session.