Dynamics CRM 2016 Document Management Options

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We're a large size company with 700~800 active CRM users.

We're looking at our options for supporting document management in our CRM 2016 On-Prem organization. Our current requirement is simple being that the users should be able to upload a pdf file repeatedly (i.e monthly) and hopefully be able to query the metadata attached to this "upload" (just simple ones like the upload date, etc) for tracking purposes.

We looked into SharePoint integration, OneDrive for Business, and the out of the box notes attachments.

We're wondering what the community's thoughts about this are or if anyone has delved into this before what would be your suggestions? We're looking more into the technical perspective of this, like how complicated setting up one would be compared to the other?

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MNarmeen 1,848 on at

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Go for SharePoint integration. It is not at all difficult to set it up plus you can query the metadata and run different workflows on it as well .

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chauhanhardik 687 on at

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Hi Paige V,

It is good to go for SharePoint integration and I've done this for one of my client.

Thanks,

Harry

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abhishek_255 1,614 on at

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Hi-

One drive for Business uses Sharepoint application. In case requirement is to setup document management on premise then Sharepoint would be the choice. If this feature required on cloud then ODB can do the job.

Both SP and ODB have integration with dynamics crm and able to query the metadata.

https://www.bettercloud.com/monitor/the-academy/whats-difference-onedrive-sharepoint/

Best Regards,

Abhishek

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