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 »
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 »
Document/attachment management is the necessity of the day. And for our Dynamics 365 CRM friends, SharePoint Security Sync is the apt app for this. A preferred app on Microsoft AppSource, SharePoint Security Sync is a comprehensive solution which integrates Dynamics 365 CRM with SharePoint and provides secure access to confidential documents stored in SharePoint. And… Read More »
When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »
Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… Read More »
In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… 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 »
Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »