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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document Management Se...
Customer experience | Sales, Customer Insights,...
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Document Management Settings

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Posted on by Ethan Isgrove 30

Will document management settings be brought across environments?

Is there a way to set this up in one environment and then deploy it in another? Or do you have to set it up individually for each environment?

For example if I were to set up document management for the Account entity, is there a way to bring that across to another environment or is it a case of setting it up again in the live environment. 

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  • Inogic Profile Picture
    Inogic 24,094 on at
    Document Management Settings
    Hi,
     
    In most cases, document management settings are specific to each environment and must be configured individually. This means that if you set up document management settings for a particular entity in one environment, you may need to replicate those settings in another environment if you wish to have the same configuration.

    However, there are third-party solutions available that can simplify and streamline document management in Dynamics 365 CRM. One such solution is Attach2Dynamics, which offers an excellent document management and cloud storage integration app for Dynamics 365 CRM. Attach2Dynamics seamlessly integrates with external cloud storage services like SharePoint, Dropbox, and Azure Blob Storage. With Attach2Dynamics, you can move all your CRM attachments, notes, documents, and other files to your preferred cloud storage in real time.

    What makes Attach2Dynamics particularly useful is that it allows you to manage all your cloud-stored files and folders associated with a CRM record right from within the Dynamics 365 CRM environment. You can perform common file and folder operations, such as drag and drop, upload, delete, rename, and more, directly within Dynamics 365 CRM. This integration not only streamlines document management but also provides a simplified and efficient way to handle your documents across different CRM environments.

    So, while document management settings may typically need to be configured individually for each environment, solutions like Attach2Dynamics can greatly enhance your document management capabilities in Dynamics 365 CRM, making it a powerful tool for optimizing your workflow and data storage.

    Download your free 15 days trial from Inogic website or Microsoft AppSource to get started!
     
    Thanks!
  • edmunch Profile Picture
    edmunch on at
    RE: Document Management Settings

    I do not believe there is a way to deploy it to another environment.  As you had said, you would need to set this up again in the new environment as well.

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