Document Management Solution for your Dynamics 365 CRM – How to choose the better one?

By | January 7, 2022

inogic blog

In both personal and professional lives we like being organized, neat and tidy. No one likes to leave one’s home or office space in clutter. The famous phrase – A place for everything and everything in its place – aptly captures this sentiment.

The same principle applies when it comes to managing documents/attachments in Dynamics 365 CRM. With the ever increasing load of customer data and the limited space available within CRM, it becomes necessary to look for alternative solutions to successfully manage documents and storage space within CRM.

And today, there are plenty of third party apps available in the market for document management. But can they satisfy all your document management needs?

Let’s have a brief look at what two of our popular document management apps for Dynamics 365 CRM – SharePoint Security Sync and Attach2Dynamics – can do for you.

Data Security

Majority of the time SharePoint is used to store CRM documents/attachments because of its native integration with CRM. But there are significant differences between the security models of Dynamics 365 and SharePoint. 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 due to differences in security privileges. SharePoint Security Sync syncs the security privileges from Dynamics 365 CRM to SharePoint thereby ensuring secure and reliable access to confidential documents stored in SharePoint.

Bulk Migration

For some organizations, migrating historical data in bulk is an important consideration in choosing a document management app. When the amount of data is huge, it requires quite a bit time and effort to move it to cloud. You cannot be expected to invest a major part of your productive time in data migration.  Both SharePoint Security Sync and Attach2Dynamics productivity apps offer bulk migration of historical data without affecting your day-to-day CRM activities.

Organized data storage

Storing data doesn’t mean dumping it in a cloud repository. It should be stored methodically. SharePoint Security Sync provides support to create customized folder structure in SharePoint, which is a huge help for organizing data. This way you can systematically classify and store data in any order of your choice – alphabetical, chronological, etc.

Seamless File Management

Data should always be within your easy reach. You should be easily able to open folders, upload/download files, view, email file links, delete, rename folders, etc. in the cloud from within your CRM. This capability eliminates the need to navigate through different interfaces. Attach2Dynamics and SharePoint Security Sync both provides these features which will save a considerable amount of your time and effort.

Integration with multiple apps

Most document management apps provide integration between Dynamics 365 and cloud storage service like SharePoint, Dropbox, Azure Blob Storage, etc. But depending on the nature of your work there are multiple apps that your organization uses on a daily basis alongside CRM for marketing, eSignatures, video editing, and many other needs. For document management purposes, the optimal approach is to integrate these third party apps with the CRM. For example, a three-way integration between CRM, SharePoint and DocuSign is indeed useful when it comes to digitally signing documents stored in SharePoint that are also related to activities driven by CRM. SharePoint Security Sync offers DocuSign integration which will definitely add value to your business processes.

This was just a brief summary of some of the key features of SharePoint Security Sync and Attach2Dynamics. Both apps are conferred with the Preferred App badge on Microsoft AppSource. This in itself is enough to establish the competence and proficiency of these popular document management apps. So, do keep them in your list of third party apps for managing documents and space within CRM.

Since it is always better to get firsthand experience, just go to our website or Microsoft AppSource and download these solutions for a free trial of 15 days.

And feel free to mail us at crm@inogic.com for personal demo or any of your document management related requirements.

Until then – Stay Safe! Stay Healthy!