Are you experiencing storage capacity issues with Dynamics 365 while attempting to maintain secure document access across your organization? You’re not alone. As businesses increasingly rely on Dynamics 365 CRM for critical operations, two major challenges consistently emerge: skyrocketing storage costs from attachments and complex security management between Dynamics 365 and SharePoint.
But wait! There’s a comprehensive solution that addresses both challenges simultaneously, and we’ll show you exactly how to implement it in our upcoming webinar on October 1st, 2025.
“Dynamics 365 CRM Document Storage Issues & Security Risks? Discover the Fix!“
[Register for Free Webinar – October 1st, 2025]
2:00 PM AEST | 11:00 AM CET | 11:00 AM EDT
Join experts as we demonstrate how to achieve storage cost reduction while automating SharePoint security synchronization. Limited seats available – Register now to secure your spot!
Document Storage Capacity Issues
Managing Dynamics 365 Dataverse storage has become a critical business issue. Organizations are facing:
- Exponential cost increases as attachment volumes grow
- System performance degradation due to storage bloat
- Limited file size restrictions hamper productivity
- Compliance risks from unorganized document storage
Recent industry data shows that businesses typically see their Dynamics 365 storage costs increase annually due to unmanaged attachment files in Dynamics 365, making Dynamics 365 attachment migration a critical business priority.
Security Synchronization Challenges
Simultaneously, organizations struggle to replicate Dynamics 365 security model in SharePoint, leading to:
- Inconsistent access controls across platforms
- Manual permission management consumes IT resources
- Security breaches from misaligned user privileges
- Compliance failures due to document access gaps
Part 1: Upgrading Dynamics 365 Attachment Management with Attach2Dynamics
Attach2Dynamics transforms how organizations handle Dynamics 365 attachments by seamlessly integrating with multiple cloud platforms, providing comprehensive Dynamics 365 documents storage solutions:
Key Storage Optimization Features:
🔄 Multi-Platform Integration
- Dynamics 365 SharePoint integration for document management
- Azure Blob integration for cost-effective bulk storage
- Dropbox integration for flexible team collaboration
💾 Advanced File Management
- Handle files up to 1.5 GB directly within Dynamics 365
- Bulk upload capabilities for multiple CRM records simultaneously
- Real-time sync or scheduled overnight migrations
- Drag-and-drop interface for intuitive file handling
🗂️ Intelligent Organization
- Metadata-driven folder creation ensures consistent structure
- Deep search functionality finds files instantly by path or name
- File preview capabilities before downloading
- Custom folder structures based on business needs
Storage Cost Impact:
Organizations typically achieve more reduction in Dynamics 365 storage costs while improving system performance by moving large attachments to optimized cloud storage platforms.
Part 2: Securing Document Access with SharePoint Security Sync
While Attach2Dynamics solves storage challenges, SharePoint Security Sync addresses the critical need for Dynamics 365 SharePoint security integration and Dynamics CRM SharePoint security management:
Automated Security Replication Features:
Real-Time Permission Synchronization
- Automatically replicate the CRM security model to SharePoint
- Instant security role sync when permissions change
- User, team, and role privilege alignment across platforms
- Complex security setup support with immediate updates
Advanced Access Control
- Synchronizing Dynamics privileges with SharePoint permissions seamlessly
- Custom document library creation with appropriate security settings
- User-based access permissions for document actions
- Confidential audit trails with authenticated user tracking
Intelligent Document Management
- Custom folder structure creation tailored to business needs
- Automated library creation, preventing SharePoint permission limits
- File versioning control for change tracking and restoration
- Controlled link sharing with specific recipient restrictions
Security Compliance Benefits:
SharePoint Security Sync eliminates manual security management overhead while ensuring 100% alignment between Dynamics 365 and SharePoint access controls, significantly reducing compliance risks and unauthorized access incidents.
What You’re Missing: Native Dynamics 365 vs Complete Solution
| Capability | Native Dynamics 365 | Attach2Dynamics + SharePoint Security Sync |
| Storage Management | Limited to expensive CRM storage | Unlimited cloud storage with cost optimization |
| File Size Handling | Restricted to small attachments | Large files up to 1.5GB with seamless access |
| Security Synchronization | Manual permission management | Automated real-time security replication |
| Document Organization | Basic folder structure | Intelligent metadata-driven organization |
| User Experience | Clunky file management | Intuitive drag-and-drop interface |
| Email Integration | Basic attachment sharing | Advanced email workflows with custom notes |
| Search Capabilities | Limited file discovery | Deep search across all storage platforms |
| Migration Tools | No bulk migration options | Automated historical data migration |
| Performance Impact | Slows down with large files | Optimized performance regardless of file size |
| Administrative Overhead | High manual intervention required | Set-and-forget automation |
| Scalability | Costly expansion with storage limits | Seamless scaling across multiple platforms |
| Data Security | Inconsistent across platforms | Unified security model everywhere |
| Backup & Recovery | Limited native backup options | Comprehensive backup across all platforms |
Integration Workflow:
- Attach2Dynamics automatically moves large attachments to optimized storage
- SharePoint Security Sync ensures proper security permissions follow the documents
- Users access everything seamlessly within Dynamics 365 interface
- Administrators enjoy automated management with full audit trails
Advanced Features for Enterprise Scalability
Attach2Dynamics Enterprise Capabilities:
- Single Sign-On (SSO) integration for secure access
- Email configuration with customizable recipients and notifications
- Bulk migration tools for historical data movement
- Custom alert levels for document management priorities
- Email body migration ensuring complete data transfer
SharePoint Security Sync Security Features:
- Automated library creation with scalability protection
- Enhanced search accuracy and reporting efficiency
- Email backup integration reducing data loss risks
- Complex security role management with instant synchronization
Ready to Transform Your Dynamics 365 Document Management?
The combination of Attach2Dynamics and SharePoint Security Sync provides the most comprehensive solution for managing Dynamics 365 Dataverse storage while ensuring secure Dynamics 365 documents across your entire organization.
🎯 Join Our Exclusive Webinar: October 1st, 2025
Reserve Your Spot
What You’ll Learn:
- Live demonstration of multi-platform storage optimization
- Real-time security sync showcase
- Q&A session with implementation experts
Who Should Attend:
- Dynamics 365 Administrators struggling with storage costs
- IT Security Managers handling SharePoint integration
- Business Leaders concerned about document management ROI
- Compliance Officers managing access control requirements
Don’t let storage costs and security gaps continue draining your resources. Join hundreds of organizations that have already transformed their Dynamics 365 document management with this integrated approach.
About the Solutions:
Attach2Dynamics seamlessly integrates Dynamics 365 with SharePoint, Azure Blob Storage, and Dropbox, providing a comprehensive attachment management solution with Dynamics 365 capabilities with enterprise-grade security and scalability.
SharePoint Security Sync automatically replicates permissions between Microsoft Dynamics 365 and SharePoint, ensuring consistent security models and eliminating manual permission management overhead.
Want to download the apps from AppSource? Attach2Dynamics & SharePoint Security Sync are now available on Microsoft AppSource!
Ready to start your transformation? Contact our experts today at crm@inogic.com for a personalized consultation and see how much you could save with optimized storage and automated security management.