Category Archives: SharePoint Security Sync

Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!

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 »

Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!

The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting… Read More »

Document Management within Microsoft Teams streamlined with Dynamics 365 CRM Integration!

In every business, effective communication with clients and potential customers, along with real-time access and management of pertinent documents and data, is essential. Microsoft Teams serves as a robust solution, facilitating smooth collaboration and communication among team members and external collaborators. However, specific attention is required for file management within Microsoft Teams. Built upon SharePoint… Read More »

SharePoint Security Sync: No more security jump scares for your Dynamics 365 documents stored in SharePoint

Halloween is over, but some horrors still linger, especially when it comes to the security of your data. If you use Dynamics 365 CRM and SharePoint, you know how vital it is to integrate them securely and make the most of their features without risking any mishaps. Security breaches on your SharePoint can be more… Read More »

Automate Dynamics 365 CRM Record Permissions Sync with Associated Record Folders on SharePoint!

Microsoft Dynamics 365 CRM is an amazing solution for managing customer relationships. But as businesses scale, the amount of customer data in the system grows exponentially. This starts to jeopardize Microsoft Dynamics 365 CRM Document management capabilities. While managing large amounts of attachments in Microsoft Dynamics 365 CRM, businesses can face challenges like storage limitations,… Read More »

Ultimate Microsoft Dynamics 365 CRM integration with SharePoint to Manage Attachments/Documents/Security Privileges et al!

Microsoft Dynamics 365 CRM and SharePoint are two powerful platforms that can work seamlessly together to improve storage management and collaboration. You can free up CRM storage space, lower your disk capacity add-on costs, and extend the document management capabilities of Dynamics 365 CRM. But what if you can take this integration to the next… Read More »

Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!

James, a sales manager at Datum Corporation, uses Microsoft Dynamics 365 SharePoint Integration to store and manage CRM documents/attachments in SharePoint. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items. Although you can add up to 30 million items per library or list, Microsoft recommends a general document library… Read More »

Integrate Microsoft Dynamics 365 Customer Engagement and SharePoint with smart document management and Security Model sync!

Dynamics 365 CRM and SharePoint, used together, give organizations the benefits of extra storage space, better document management capabilities, and more. But this native Dynamics 365 SharePoint integration also creates some unintentional gaps that lead to security concerns. To fulfil these gaps, Inogic, one of the leading Microsoft Gold ISVs, has an intuitive SharePoint integration… Read More »

Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!

Microsoft Dynamics 365 CRM’s primary role is to manage customer relationships. And because of the document management capabilities of SharePoint, Microsoft Dynamics 365 CRM and SharePoint are often used together. Even though they both have their own advanced security models, they differ a lot. This is why out-of-the-box integration from Microsoft doesn’t sync Dynamics 365… Read More »

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

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… Read More »