Status: Accepted

With the ever-increasing load of customer data and the limited space available within CRM, it becomes necessary to look for alternative solutions to successfully manage documents and storage space within CRM. And when you use some third-party tool for your storage woes, you have security concerns like user privileges, the integrity of the files and folders stored, etc. So, how do you fulfil these critical needs of your organization?

And what best than to reach out to an established ISV for your storage and document management woes?

Inogic, Microsoft Gold ISV Partner since 2006, has a suite of Microsoft AppSource preferred easy-to-use storage and document management apps called Attach2Dynamics and SharePoint Security Sync.

Attach2Dynamics- An efficient storage management solution that integrates Dynamics 365 CRM with Dropbox, Azure Blob Storage, and SharePoint

What challenges does it solve?

1. Managing database size and thereby managing the costs associated with adding additional storage capacity

2. Alternate storage options that provide seamless integration with Dynamics CRM

Because of 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 CRM permissions to SharePoint. This results in data control issues as people who don’t have access to documents to Dynamics 365 CRM can get it in SharePoint.

SharePoint Security Sync- An effective Privilege management Solution that replicates Dynamics 365 CRM security model in SharePoint

What challenges does it solve?

1. Help manage privileges and provide secured access to folders and files in SharePoint similar to that provided in CRM.

2. Create a Custom Folder Structure in SharePoint from within Dynamics 365 CRM

So, hop on to our session and learn how these apps can save your storage space and costs, secure your documents and help you manage them, all from within Microsoft Dynamics 365 CRM.

Technical Level: 100

Presented By: Jairaj Nadar