web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Document management in...

Customer experience | Sales, Customer Insights,...

Suggested Answer

Document management in CRM

(0) Share

Report

Report

Posted on by JeffGreenrc

Hi,

i want to know what are the best ways and technologies, in terms costing, which can help us store documents in CRM.

I know following, please let me know what would be recommended:

CRM internal file database
Sharepoint
Aure blob storage

Thanks

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hello,

From a configuration/easiness perspective, Sharepoint is your choice. CRM has OOB integration with SP.

Was this reply helpful? Yes No
Suggested answer

Kenneth Ariel Chave... Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Sharepoint is better integrate the Dynamics, and the way to integrate them is so easy. Here you will find more information:

Get started with SharePoint integration (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs

If this answers your question, please check it as verified to help others finding useful information.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

ManoVerse 180 Super User 2026 Season 1

#2

#3

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans