User Review( votes)
John, a sales manager at Norton PVT LTD, uses Microsoft Dynamics 365 CRM to keep track of client communication and manage email attachments/documents. As his business scaled, he exceeded the file storage capacity in Microsoft Dynamics 365 CRM due to all the attachments and documents.
Extending Microsoft Dynamics 365 CRM storage space can be costly, with CRM database storage costing $40/GB/month, log capacity costing $10/GB/month, and file capacity costing $2/GB/month. And deleting important attachments is not a viable option.
So when John was looking for a more cost-effective solution, he came across Attach2Dynamics, a Microsoft AppSource Preferred App by Inogic that helps users to copy/move email attachments from Microsoft Dynamics 365 CRM to cloud storages like SharePoint, Azure Blob Storage, and Dropbox.
Implementing Attach2Dynamics helped Norton Pvt Ltd copy/move their email attachments in various cloud storages, which is more cost-effective than adding storage to Dynamics 365 CRM. This enabled Norton Pvt Ltd save file storage capacity, bring down storage costs, and maintain data integrity.
Let’s learn in more detail about the amazing features of Attach2Dynamics that help move/copy email attachments from Microsoft Dynamics 365 CRM to cloud platforms. Let’s take a look:
Depending on his needs, John can easily move various email attachments and files, such as note attachments, Email attachments, and Sales literature attachments, from Microsoft Dynamics 365 CRM to respective folders on multiple cloud storages (SharePoint, Azure Blob Storage, and Dropbox) in real-time.
Once John configures to copy/move email attachments for ‘Email’ entity, then whenever he sends or receives emails, the attachments will be automatically moved to the respective folders in cloud storage.
Move Note Attachments: Similarly, John can copy/move note attachments to respective entity folders on cloud and leave a link to the folder path in the note body within Dynamics 365 CRM.
Move Email Attachments: To save storage space in Microsoft Dynamics 365 CRM, John can Copy/Move Email Attachments from Microsoft Dynamics 365 CRM to Email attachment folder on cloud storages in real time and leave a link to the folder within CRM for users to easily access the files without switching between cloud storages and CRM, helping save time and storage space.
Move Sales Literature Attachments: Similarly, John can copy/move sales literature attachments to sales literature folder on cloud and leave the link of the folder back in CRM for users to view the moved files directly from the CRM using Attach2Dynamics UI.
Bulk Migration Job
With move/copy attachment feature of Attach2Dynamics, John was able to move email attachments in real time. But what about moving historical email attachments to free up existing Microsoft Dynamics 365 CRM file storage space? With Attach2Dynamics, John can move History Email Attachments, Notes Attachments, and Sales Literature Attachments from Microsoft Dynamics 365 CRM to cloud storages using Bulk Migration Job feature.
Suppose John wants to move all note attachments of the last ‘1’ month from Microsoft Dynamics 365 CRM to cloud in bulk to free up existing file storage space in Dynamics 365 CRM. This is possible by configuring the bulk movement of note attachments using Attach2Dynamics.
He can configure bulk migration for historical note attachments by specifying bulk movement is for ‘Notes’, selecting connector as ‘SharePoint’ or any desired cloud storage, setting ‘Duration Criteria’ as ‘Last X Months’ and ‘Duration Value’ to ‘1’, selecting ‘Attachment Action’ as ‘Move’ and specifying the ‘Schedule Date’ for starting the Bulk Migration Job.
Know more about the attachments and file management features of the app, or watch this comprehensive product video to better understand the features of Attach2Dynamics through a visual medium.
Can’t wait to try the app yourself. Then you can get it for a 15-day free trial from our website or Microsoft AppSource.
To ask any queries related to Microsoft Dynamics 365 CRM storage space management or to get a personalized demo of the app, you can mail us at email@example.com.
PS: Looking for a solution to sync security privileges between Microsoft Dynamics 365 CRM and SharePoint? No worries! SharePoint Security Sync, a Microsoft AppSource Preferred app by Inogic, can help you do just that.
Until then, keep your storage space management game smooth!
The post Attach2Dynamics: Save Storage by Migrating Email/Attachments to Cloud from within Microsoft Dynamics 365 CRM appeared first on CRM Software Blog | Dynamics 365.