Organizations using Microsoft Dynamics 365 generate a large volume of documents every day, from sales proposals and contracts to service reports, invoices, and project files. Managing these documents efficiently is just as important as managing the customer data associated with them. While Dynamics 365 provides document management capabilities, many organizations choose to integrate it with… Read More »
Organizations rely heavily on Dynamics 365 and SharePoint integration to streamline collaboration, document management, and business processes. However, poor SharePoint performance can create bottlenecks that impact user productivity and business efficiency. This blog will explore how to improve SharePoint performance in Dynamics 365 through proven strategies, key challenges, and security best practices. Why SharePoint Performance… Read More »
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 »
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 »
SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More »
Thank You for all your feedback on how Attach2Dynamics is helping you to manage attachments on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM and how more enhancements will help you be more productive and the app more user friendly. Our last release saw the addition of Azure Blob Storage to the existing… Read More »
We have been popularily known as the clicks saving family 😉 .. after Click2Clone (One Click Solution to Clone your Dynamics 365 CRM records) and Click2Export (One Click Solution to Export your Dynamics 365 CRM reports and word templates using workflow). It was time to work on our next assignment to save clicks. We have been… Read More »