Managing attachments/documents in Dynamics 365 CRM is a day-to-day activity. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. In this post you will get in-depth details about our two popular attachment management solutions – SharePoint Security Sync & Attach2Dynamics – which aims to give you a secure and seamless integration experience between Dynamics 365 CRM and cloud storages of your choice – SharePoint, Azure Blob Storage & Dropbox. Also, you can avail the benefits of DocuSign to electronically sign and send Dynamics 365 CRM documents stored in SharePoint without navigating from one UI to another.
To be precise, with SharePoint Security Sync and Attach2Dynamics, CRM users can get –
Data Security: SharePoint Security Sync ensures secure and reliable access to all confidential documents stored in SharePoint. By syncing Dynamics 365 CRM security privileges and SharePoint permissions, it ensures that each and every change made to the security role of a user in Dynamics 365 CRM is automatically replicated in SharePoint. This would restrict unauthorized SharePoint users from accessing private documents and sensitive data which was previously possible even if they didn’t have CRM privileges to do so.
DocuSign Integration: DocuSign is one of the most popular eSignature apps used to electronically sign and annotate documents in different formats – PDF, Word, Excel, Images, Text, etc. With SharePoint Security Sync, users can avail the benefits of DocuSign to electronically sign and send Dynamics 365 CRM documents stored in SharePoint without navigating from one UI to another. The daily activities pertaining to signing documents/agreements for contract renewal or closing business deals can be easily accomplished with just few clicks.
Easy Storage Space Management: Around 70% of Dynamics 365 CRM storage space is covered by documents/attachments (Email, Notes or Sales Literature attachments). With SharePoint Security Sync, there will be no reason for storage space crunch in CRM. All this history data (attachments) can be migrated in bulk from Dynamics 365 CRM to SharePoint without disturbing day-to-day activities.
Seamless Attachment Management: SharePoint Security Sync, with its user-friendly interface, allows users to easily Drag and Drop multiple files/folders, Upload/Download, Create, Rename, Email, View and Delete files/folders effortlessly in SharePoint by using its user-friendly UI. Furthermore, all the files and documents can be stored as per native folder hierarchy structure in the designated SharePoint sites. These documents can be shared with third parties by generating anonymous links to the documents.
No business can function efficiently its data is not maintained properly. With the ease to perform so many actions from within Dynamics 365 CRM, SharePoint Security Sync is an efficient and effective tool for data and storage space management leading to enhanced user productivity.
To discuss any of your specific Document Manageent requirements or a live demo on any email us on [email protected]