Webinar: How to Reduce CRM Storage Costs & Sync Security Privileges to SharePoint
Learn how to manage, store, and secure your Microsoft Dynamics 365 CRM documents with Inogic's Attach2Dynamics and SharePoint Security Sync apps. This webinar recording demonstrates features that automate document movement and synchronize security across platforms like SharePoint, Dropbox, and Azure Blob Storage. Discover how to move CRM documents to multiple cloud storages, bulk move notes and email attachments, sync CRM security privileges to SharePoint, configure user permissions, overcome SharePoint's item limit, share files via email, and keep metadata synced between CRM and SharePoint. Watch the detailed walkthrough and live demos to automate document management in Dynamics 365 CRM.
Video 1m
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