How to Overcome CRM Document Storage Issues & Security Risks
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In this webinar, we'll demonstrate how you can securely manage your critical CRM Files.
Watch this on-demand webinar where we showcase how Attach2Dynamics and SharePoint Security Sync can help you:
✅ Simplify document & attachment management
✅ Cut down on Dataverse storage costs
✅ Enforce role-based access and secure your data
You’ll discover how to:
- Seamlessly migrate CRM documents to SharePoint, Dropbox, or Azure Blob
- Free up CRM storage by bulk moving email attachments and history notes
- Auto-sync CRM security roles with SharePoint for secure access control
- Set permissions for upload, download, and email actions using Security Templates
- Overcome SharePoint’s folder limits with structured sub-folder creation
- Share documents flexibly via email as links or attachments
- Sync metadata between CRM and SharePoint for consistent file management
👉Don’t miss this chance to see live use cases and real-time demos of how these apps can optimize storage and strengthen security in Dynamics 365 CRM.
📩 For a personalized walkthrough, reach out to us at crm@inogic.com
How to Replicate Dynamics 365 CRM Security Model in SharePoint: https://youtu.be/WIrLpXJNqxg?si=hUd2vqL5U92RZ-sG
Inogic is a leading Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on Dynamics 365 CRM and the Power Platform since 2007.