Cloud Store – Reduce Dynamics 365 Online storage by 70%
Reaching your storage limit? Reduce Dynamics 365 Online storage usage and database size by up to 70%*. This Dynamics 365 and SharePoint Attachment Storage plugin seamlessly integrates with Dynamics CRM / Dynamics 365, and automates the storage of attachments (for emails, notes and other activities) in SharePoint. Just enter your SharePoint details and let this plugin do the rest. No need for the users to do anything different – absolutely no change in user experience!
Reduce Dynamics 365 Online storage usage and database size
By default CRM stores all attachments within the CRM database, and if your organisation is like most that track emails, you soon see your CRM database swell in size. This not only slows down the database but makes backups (and restore, if you run multiple environments) of your CRM database tricky. If you are a Dynamics 365 user, this will mean that you will soon reach your 5GB limit.
Benefits of using this plugin
- Much smaller database size
- Keep within your usage limits for CRM Online users
- Increased database performance if you track emails with many or large attachments
- Smaller CRM database backups and restores
- Incredibly simple to setup
- Integrates seamlessly with CRM
- Embedded email images & forward email functionality continue to work as they did before
- Run in real time or on a schedule
- Archive existing attachments using the accompanying Bulk Transfer Tool
- Add workflows with your own logic e.g. store all case documents in a central location
- Ability to search attachments in SharePoint
Who is this plugin for?
This plugin is essential for all Dynamics CRM users that track emails or upload note attachments, and is a must for Dynamics CRM Online users. It works with Microsoft Dynamics CRM 2016 or later, and SharePoint 2013 or later, both on-premise and online.
How does this plugin work?
This plugin is registered on the CRM server and runs every time an attachment is saved or retrieved, and manages the upload and download to SharePoint. This plugin can be configured to run in real-time (as attachments are uploaded), or can be run on a schedule to move older attachments, or attachments that meet defined rules to SharePoint. Plugin can also be triggered from your own solutions if required.
* Depends on the size of attachments on your CRM database