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Dynamics Document Manager

HSO Innovation

Reduce Cost by Reducing Database Storage!

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 to transform any form into a drop zone for files. Using Dynamics Document Manager you will be able to save documents in secure SharePoint Online locations together with Microsoft Dynamics 365 for Customer Engagement attribute values for quick and easy retrieval. You can manage your document security level and define SharePoint structured document repository rights from within Microsoft Dynamics 365. By configuration, you can easily determine where the document is stored in a SharePoint Online collection, specific site, folder or library.

 

Benefits

  • Cost Reduction by reducing Microsoft Dynamics 365 for Customer Engagement database storage
  • Uploading documents through a drag & drop interface
  • Security settings on folder or document managed from within Microsoft Dynamics 365
  • Support for many kinds of common document formats
  • Easy association with entities, notes or activities


Factsheet download


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