Introducing Dynamics Document Manager

For most organizations accessible, safe and affordable storage of documents is essential. Did you know that most of your Microsoft Dynamics 365 database consists of documents stored as notes or attachments?

Thanks to Dynamics Document Manager there is an easy way to reduce your Microsoft Dynamics 365 Data Storage.

Dynamics Document Manager moves documents to Microsoft SharePoint Online, releasing valuable space in your Microsoft Dynamics 365 data storage. Documents are replaced with links inside Microsoft Dynamics 365 so users enjoy the same experience when accessing their files directly.

Users of Dynamics Document Manager enjoy the ease of uploading files through an interface that allows simple drag and drop, directly from within Microsoft Dynamics 365. An integrated control can be placed anywhere on forms and transform any form into a drop zone for files.

Dynamics Document Manager is available for:

  • Microsoft Dynamics 365 for Customer Engagement

Benefits

01

Cost Reduction

by reducing Microsoft Dynamics 365 for Customer Engagement database storage

02

Easy of use

by uploading documents through a drag & drop interface

03

Secure

with settings on folder or document managed from within Microsoft Dynamics 365

04

Easy association

with entities, notes or activities

Storage

Documents are saved in secure SharePoint Online locations together with the values of Micr0soft Dynamics 365 for Customer Engagement attributes for easy retrieval. The following document integration solutions are used in Dynamics Document Manager: Drag and drop documents to notes in Microsoft Dynamics 365, Storing documents in Microsoft SharePoint integrated within Microsoft Dynamics 365 and Extracting of documents using Microsoft Attachment Management.

 

Metadata & Security

You can manage your document security level and define SharePoint structured document repository rights from within Microsoft Dynamics 365. By means of configuration, it is possible to determine where the document is stored in a SharePoint Online collection, specific site, folder or library. Set up for determining which metadata from Dynamics 365 is stored together with the document in SharePoint Online is easily done. This simplifies retrieving the documents in SharePoint online and makes it possible to retrieve the documents using, for example, an intranet or even a customer or vendor portal.

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