How to Optimize Attachment Storage with SharePoint Integration in Dynamics 365
Dynamics 365 Customer Engagement allows users to attach files and documents to customer records, but this can lead to storage inefficiencies. To optimize document storage, you can use SharePoint integration in three ways: 1. Move file attachments in notes to SharePoint: Set up a Power Automate flow to automatically move attached files from notes to a designated SharePoint folder, freeing up space in Dynamics 365. 2. Use the File/Document Tab: This feature allows users to create, upload, and manage files directly within Dynamics 365, with the documents automatically saved in SharePoint. You can also create a note in the timeline to indicate the availability of the document. 3. Export important documents to PDF and save them in SharePoint: Export records to PDF format and save them directly to SharePoint for secure storage and easy access. Storing documents and attachments in SharePoint offers benefits such as storage efficiency, quick retrieval, data integrity, collaboration, version control, and secure access. By implementing these strategies, businesses can enhance their data management capabilities and improve efficiency in Dynamics 365 for Sales.
Article 16m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time