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

November 23 2021

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

About Sam Kumar

Inogic is a leading Dynamics 365 CRM ISV since 2007 and a Gold Partner with its exclusive focus on providing innovative apps and services on Dynamics 365 CRM and Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com.

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