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Microsoft Dynamics 365 CRM users produce a significant amount of data in the form of emails, notes, and sales literature attachments. When these attachments pile up, Microsoft Dynamics 365 CRM may not have enough storage space and perform poorly, especially when searching and retrieving records.
This is where Inogic’s Attach2Dynamics and SharePoint Security Sync come in! They are an excellent combination for Microsoft Dynamics 365 CRM storage and document security management!
Join our webinar to learn more about Attach2Dynamics and SharePoint Security Sync if you’re experiencing these problems. We will cover how:
- Attach2Dynamics allows users to integrate Dynamics 365 CRM with SharePoint, Dropbox, and Azure Blob Storage to move CRM documents to the cloud and reduce storage size.
- SharePoint Security Sync enables users to sync document access permissions from Microsoft Dynamics 365 CRM to SharePoint.
Webinar: Save Dynamics 365 CRM Storage Space and Auto Sync Security Privileges to SharePoint!
Register Now
Wednesday 31st May 2023
4:00 PM AEDT, 11:00 AM EDT
In our upcoming webinar, you will also learn about the amazing benefits of Attach2Dynamics and SharePoint Security Sync:
Attach2Dynamics
Following are the key benefits of Attach2Dynamics:
- Save storage costs and space: Optimize Microsoft Dynamics 365 CRM storage space and costs by moving attachments/documents to SharePoint, Dropbox, or Azure Blob Storage.
- Set Up Safe Data Backup: Easily back up all your documents/attachments.
- Streamline Document Management: Handle your documents between Microsoft Dynamics 365 CRM and external cloud storage without going back and forth between cloud storage and CRM.
- Effective Sales Results: Quickly retrieve documents on demand to boost sales process efficiency.
SharePoint Security Sync
Following are the key benefits of SharePoint Security Sync:
- Reduce Manual Work: The automated syncing of security privileges eliminates the need to manually replicate document access permissions in SharePoint from CRM.
- Resolve SharePoint Limits: By creating custom folder structures in SharePoint, users can overcome the SharePoint Document Library limit of storing 50,000 items.
- Better Data Protection: SharePoint Security Sync makes sure that only authorized users have access to confidential SharePoint documents.
- Efficient Team Collaboration: Users can share documents without fear of security breaches by syncing security privileges.
Amazing, isn’t it? Register here!
Make the most of your Microsoft Dynamics 365 CRM investment by combining the power of the cloud with cutting-edge document management solutions.
If you want to try out Attach2Dynamics and SharePoint Security Sync first-hand, you can sign up for 15-day free trial today from Microsoft AppSource!
Contact us at crm@inogic.com if you have queries about implementing document and storage management solutions in Microsoft Dynamics 365 CRM or if you would like a personalized demonstration of the apps.
Until then, solve your CRM storage problems like a champ!
The post Webinar: Reduce storage consumption in Dynamics 365 CRM and Auto Sync Security Privileges to SharePoint! appeared first on CRM Software Blog | Dynamics 365.
