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Managing documents and storage space in Dynamics 365 CRM has become much easier with the introduction of document management apps. The two main factors – increasing load of customer data & limited space in Dynamics 365 CRM – that made document management quite tedious and time-consuming are no longer a concern now. Efficiency and productivity of CRM users have substantially improved with the integration of these apps into their CRM. It is quite clear now that these document management apps have become an important part of the daily work life of CRM users.
So, now the question is – which apps can fulfill all your document management requirements?
Fret not! For here we will be giving you a brief outlook on the key functionalities of two of our most popular document management apps for Dynamics 365 CRM – SharePoint Security Sync and Attach2Dynamics. This will help you to come to a conclusion about what to look out for while selecting a document management app.
Secure Access to Data
Majority of the time SharePoint is used to store CRM documents/attachments because of its native integration with CRM. But there are significant differences between the security models of Dynamics 365 and SharePoint. The confidential document like a legal contract, which only a few people can access in CRM, could become fully accessible to everyone when transferred to SharePoint due to differences in security privileges. SharePoint Security Sync syncs the security privileges from Dynamics 365 CRM to SharePoint thereby ensuring secure and reliable access to confidential documents stored in SharePoint.
Migrating Documents/Attachments in Bulk
For some organizations, migrating historical data in bulk is an important consideration in choosing a document management app. When the amount of data is huge, it requires quite a bit time and effort to move it to cloud. You cannot be expected to invest a major part of your productive time in data migration. Both SharePoint Security Sync and Attach2Dynamics productivity apps offer bulk migration of historical data without affecting your day-to-day CRM activities.
Organized and Systematic Storage of Data
Storing data doesn’t mean dumping it in a cloud repository. It should be stored methodically. SharePoint Security Sync provides support to create customized folder structure in SharePoint, which is a huge help for organizing data. This way you can systematically classify and store data in any order of your choice – alphabetical, chronological, etc.
Manage Documents/Attachments Seamlessly
Data should always be within your easy reach. You should be easily able to open folders, upload/download files, view, email file links, delete, rename folders, etc. in the cloud from within your CRM. This capability eliminates the need to navigate through different interfaces. Attach2Dynamics and SharePoint Security Sync both provide these features which will save a considerable amount of your time and effort.
Most document management apps provide integration between Dynamics 365 and cloud storage services like SharePoint, Dropbox, Azure Blob Storage, etc. But depending on the nature of your work there are multiple apps that your organization uses on a daily basis alongside CRM for marketing, eSignatures, video editing, and many other needs. For document management purposes, the optimal approach is to integrate these third party apps with CRM. For example, a three-way integration between CRM, SharePoint and DocuSign is indeed useful when it comes to digitally signing documents stored in SharePoint that are also related to activities driven by CRM. SharePoint Security Sync offers DocuSign integration which will definitely add value to your business processes.
These are just some of the main features of SharePoint Security Sync and Attach2Dynamics. There are many more such interesting features that will make document management quite easy and fun. And with the Preferred App badge conferred by Microsoft, it is no wonder that these apps have become quite popular and captured the interest of Dynamics 365 CRM users.
Contact us at firstname.lastname@example.org for personal demo or any of your document management related requirements.
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