Tag Archives: Dynamics 365 SharePoint Integration

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 »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

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 »

Drag, Drop, Preview and now control the way attachments are stored in SharePoint, Dropbox or Azure Blob Storage within Dynamics 365 CRM!

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 »

Announcing Attach2Dynamics – Drag, Drop and Manage Dynamics 365 Documents in SharePoint or DropBox – The Windows Explorer Way!

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 »