Tired of switching between Dynamics 365 CRM and SharePoint for effective document management? What if your documents were Fully Secure Easy to Search and Find Fully in sync with your CRM access — all in one place? Let’s explore why this is important and discover how you can achieve it easily through SharePoint and Dynamics… Read More »
Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »
Efficient and secure document management in Microsoft Dynamics 365 CRM is vital for scalable growth, compliance, and collaboration. As businesses handle large volumes of data, integrating cloud storage like SharePoint, Azure Blob, and Dropbox becomes essential to save storage costs. So, how do you control access, keep documents secure, and maintain organization across teams? This… Read More »
Storing data is easy, but managing access? That’s the real challenge One of the biggest concerns for businesses using Dynamics 365 CRM is controlling who can view, edit, or delete sensitive documents. Granting excessive access poses challenges like the risk of accidental file deletions or data loss. But you want to ensure the security of… Read More »
Start of the year is a great time to set goals for a more efficient year ahead. This year, make file and cloud storage management in Dynamics 365 CRM a priority. With Attach2Dynamics and SharePoint Security Sync, Inogic is here to help you start the year with streamlined and secure solutions. How? Let’s dive in… Read More »
Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the user’s name in the “Modified By” column in SharePoint. While this is useful, some organizations may prefer using a consistent identity—such as the authenticated user—for better… Read More »
Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of… Read More »
In Dynamics 365 CRM, managing access to records is essential for maintaining security and protecting sensitive information. Integrating Dynamics 365 CRM with SharePoint allows efficient storage of attachments, addressing CRM’s memory limitations and improving document management. However, this integration does not automatically synchronize security privileges between the two systems. To resolve this issue, a dedicated… Read More »
Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so… Read More »
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Dynamics 365 SharePoint integration often opt for native integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint… Read More »