In Microsoft Dynamics 365 CRM, businesses use notes and attachments as a way to capture and organize important information related to their customers and business processes. Notes allow users to record free-form text about a particular record, such as a customer or sales opportunity, while Dynamics 365 CRM attachments enable users to upload and associate files such as documents, images, and videos. This information can be used to provide context, document interactions with customers, and share important details with team members.
Overall, notes, emails, and sales literature attachments in Microsoft Dynamics 365 CRM are valuable assets for businesses to manage and track important information about their customers and operations.
Over time, these Dynamics 365 CRM attachments can consume a significant amount of storage space within your CRM system, ultimately impacting your CRM performance. This can occur when the default CRM storage is exceeded. To avoid this issue, it is important to regularly monitor and manage storage usage by deleting old attachments and implementing policies for controlling the size and frequency of attachments.
However, deleting important attachments is not always an option. So, one way to efficiently manage Microsoft Dynamics 365 CRM storage space is to move CRM attachments to alternate sources/cloud. But manually moving attachments to the cloud can lead to challenges like human error, data corruption, and time inefficiency.
This is where Attach2Dynamics comes in.
Attach2Dynamics is a Microsoft AppSource preferred cloud integration solution for Microsoft Dynamics 365 CRM. It helps businesses migrate their notes, emails, and sales literature attachments from Microsoft Dynamics 365 CRM to cloud storage platforms such as Azure Blob Storage, Dropbox, and SharePoint.
Let’s see how Attach2Dynamics can help businesses with the real-time migration of attachments from Microsoft Dynamics 365 CRM to cloud storage platforms.
Real-time migration of attachments
Attach2Dynamics allows businesses to migrate attachments from Dynamics 365 CRM to cloud storage platforms in real-time. This means that as soon as an attachment is added to notes, emails, or sales literature in Dynamics 365 CRM, it is automatically migrated to the respective folders on cloud storage, and a hyperlink to the folder is generated in the CRM.
Migrate Note Attachments
Once a user adds an attachment to a note on Dynamics 365 CRM entity form, the app will automatically migrate it in real-time to the respective entity folder on Azure Blob Storage, Dropbox, or SharePoint and leave a link to the folder on the note body.
Migrate Email Attachments: As soon as a user adds an attachment in Microsoft Dynamics 365 CRM, it will be migrated in real time to the respective cloud folder. The link back to it will be left behind on the email activity form within CRM.
This feature ensures that businesses have access to their data at all times, even in the event of a system failure, and also helps them save on CRM storage space and costs.
Automatic real-time migration of sales literature, email, and note attachments from Dynamics 365 CRM to SharePoint, Azure Blob Storage, and Dropbox can provide several benefits:
Cost savings
Storing large amounts of data in Microsoft Dynamics 365 CRM can become expensive. Moving attachments to cloud storage can provide significant cost savings for your business.
Leverage Automation
By automating the migration process, you can reduce the time and resources required to manage your sales literature, emails, and note attachments. Additionally, you can reduce the risk of human error.
Increased storage capacity
SharePoint, Azure Blob Storage, and Dropbox offer larger storage capacities at reasonable cost. This ensures that businesses can store more data without worrying about running out of Dynamics 365 CRM storage space and costs.
Improved collaboration
Businesses can improve collaboration between teams. Employees can access and work on documents together, making it easier to complete projects and achieve business goals.
Simplified backups and disaster recovery
By storing attachments in real-time on multiple locations, including Azure Blob Storage, SharePoint, and Dropbox, businesses can ensure that their data is backed up and protected in case of an unforeseen disaster or data loss event.
In conclusion, with the real-time migration of attachments from Microsoft Dynamics 365 CRM to cloud storage platforms such as Azure Blob Storage, Dropbox, and SharePoint, businesses can store their data securely, access their data in real-time, optimize their storage costs and space, and if you’re looking for a solution to help you with saving Dynamics 365 CRM storage space, Attach2Dynamics is definitely worth considering.
Attach2Dynamics also offers businesses many features to manage Dynamics 365 CRM attachments and documents effectively.
Excited to test the app first-hand. You can download it for a free 15-day trial from our website or Microsoft AppSource.
To ask any questions related to implementing a Microsoft Dynamics 365 CRM storage space management solution or to get a personalized demo of the app, feel free to contact us at crm@inogic.com.
PS: If you are aiming to sync Microsoft Dynamics 365 CRM document security privileges with SharePoint, lucky you! SharePoint Security Sync, a Microsoft AppSource Preferred app by Inogic, can help protect sensitive sales and customer data by syncing security privileges.
Until then, manage Dynamics 365 CRM storage space and costs like carving a piece of cake!