Document Management with Microsoft Teams streamlined with Dynamics 365 CRM Integration!

Microsoft Teams is a powerful tool for collaboration and communication, but file management can be challenging. Files uploaded in Teams conversations are automatically stored in the root folder of the linked SharePoint site, requiring manual relocation. In addition, files shared in Microsoft chats are stored in the user's OneDrive for Business, creating a separate storage system. To address these challenges, integrating Microsoft Dynamics 365 and Microsoft Teams can help manage files shared during client calls and associate them with relevant CRM records. Another solution is using Inogic's Attach2Dynamics application, which allows seamless management of SharePoint documents directly from the CRM interface. This approach centralizes file storage and enhances file management. Additionally, Attach2Dynamics can automate the process of moving or copying email attachments to the respective SharePoint location, further streamlining document management.

Article 18m Microsoft Dynamics 365 CRM Tips and Tricks

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