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From the Microsoft Dynamics CRM Blogs: Attachment storage; Child records; Upgrade tips; Social Engagement; Improved search

by Linda Rosencrance
Contributing Writer, MSDW

From this week's Microsoft Dynamics CRM blogs:

  • Storage Considerations for Dynamics 365 Attachments
  • Tips to Conduct a Successful Upgrade from CRM On Premise to Dynamics 365 Online
  • Social Engagement on Microsoft Dynamics 365
  • Improved Search Capabilities in Dynamics 365 with Relevance Search

Storage Considerations for Dynamics 365 Attachments

On the Magnetism blog, Adrian Begovich explained that you can save money and cut down on Dynamics 365 data usage by storing your Microsoft Office documents outside of Dynamics CRM.

There's a feature in Dynamics CRM that lets you alter the file size limit for attachments, writes Begovich:

To do this navigate to System Settings and click on the Email tab. Here you will find a section called ‘Set file size limit for attachments' in which you can set the maximum file size for attachments in kilobytes. The default size limit for attachments is 5120kB/5MB but can be increased to 32768Kb/32MB for older versions of CRM and 131072Kb/128MB for newer versions of CRM.

Begovich wrote that this feature is particularly useful for any organization that deals with large attachments on a regular basis and has to ensure that they can be stored in Dynamics CRM.

You can find out about other ways to minimize CRM storage costs here.

Tips to Conduct a Successful Upgrade from CRM On Premise to Dynamics 365 Online

On his Salim Adamon-Dynamics CRM Blog, Adamon wrote that although this blog post was more relevant to those looking to upgrade from Dynamics CRM 2013 or 2015 on premise to Dynamics 365 online, some parts of his post applied to upgrades of Dynamics ...

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.