I am working on a CRM project. I've been informed that the document storage within the CRM system is undergoing changes. The documents will be relocated to Azure blob storage. We're developing a solution to enable emailing to a shared mailbox, with emails stored as attachments to the contact record and a case is created in CRM. Adhering to best practices, rather than storing documents in CRM, we recommend storing emails in SharePoint and creating links in CRM to reference the documents. Is it correct?
There are different practices to reduce the consumption of CRM storage as it is costly.
The normal way is to use the "Automatic Record Creation" to create a case from email and then move the email attachments to SharePoint and link the location in CRM as "Document Location".
Based on your business requirements, you can change the process.
Regards,
Daivat Vartak
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