Posted by One of the most common questions we get from users is how to store sales and service documents in Microsoft Dynamics CRM. These documents could be sales related like quotes, work orders, purchase requests, proposals, etc or service related like field service reports, error logs, or other documentation related to a case.
The answer to the questions, of course, is the often missed upload attachment feature
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Unfortunately this feature does not work for most Microsoft Dynamics CRM document storage needs, for the following reasons.
- There is no version control or document management features
- There is no ability to search the text of documents that are stored
- The documents uploaded are stored in the notes section and not intuitive to find
- Storing documents in MS-CRM will bloat the Microsoft Dynamics CRM database possibly causing performance problems
A better solution is to leverage Microsoft SharePoint for document management within Dynamics CRM. In this way, you get all of the document management features of SharePoint without leaving CRM.
While building such an integration between CRM and SharePoint is a fairly simple exercise, one of Microsoft’s ISV partners has devloped a simple and free version. Statera offers Stratus, a web-based Dynamics CRM and SharePoint integration platform.
