Running out of storage in Microsoft Dynamics 365 CRM or Dataverse?
You’re not alone. Common culprits include:
- Emails, notes, and attachments piling up fast
- Dataverse storage hitting its limits
- Rising storage costs eating into your budget.
But here’s the good news: You don’t have to delete valuable data or pay for costly storage upgrades.
Attach2Dynamics is a smart attachment management solution for Microsoft Dynamics 365 CRM that integrates seamlessly with SharePoint, Azure Blob, or Dropbox.
With it, you can:
- Offload files to external storage
- Cut storage costs without losing access to documents
- Manage all your files directly within Dynamics 365
Your data stays accessible, organized, and secure — while your CRM stays lean and cost-efficient.
The Storage Struggle Is Real: What’s Behind Your Dynamics 365 Storage Overload?
Managing data in Dynamics 365 CRM comes with built-in challenges:
- Dataverse storage fills up faster than expected
- Email attachments, notes, and documents pile up over time
- Cloud storage upgrades are costly
- System performance drops with too many stored files
On top of that, manual document management is slow, error-prone, and distracts your team from actual work.
That’s why a dedicated attachment management solution for Dynamics 365 isn’t just a nice-to-have — it’s critical for cost control, efficiency, and performance.
How Attach2Dynamics Helps You Cut Dataverse Storage Costs
Attach2Dynamics is built to take the storage burden off Dynamics 365 CRM while keeping your documents accessible and organized. With it, you can:
- Offload large files & attachments to SharePoint, Azure Blob Storage, or Dropbox
- Manage documents directly from within Dynamics 365 CRM — no switching apps
- Sync new attachments in real time for seamless access
- Bulk migrates historical files to free up Dataverse space instantly
The result? Lower storage costs, faster CRM performance, and zero compromise on data accessibility.
Plus, Attach2Dynamics works seamlessly with:
- Dynamics 365 file storage for smooth in-app document handling
- Outlook-to-cloud storage migration for automatic email attachment offloading
- Dynamics 365 document management for centralized access and control
- Email, Notes, and Sales Literature attachments without manual downloads
- Email body content — including images, GIFs, and HTML formatting
With Attach2Dynamics, you cut storage costs, boost CRM performance, and keep every piece of critical data — without deleting a thing.
Best Practices to Avoid Storage Overload in Dynamics 365
- Use Attach2Dynamics to manage and offload attachments automatically
- Audit storage regularly to spot heavy file types and unused data
- Bulk-migrate historical files to external cloud storage
- Enable real-time migration for all new uploads and attachments
- Leverage cost-effective storage like SharePoint, Azure Blob, or Dropbox instead of Dataverse
Frequently Asked Questions (FAQs)
1. How can I reduce storage costs in Dynamics 365 CRM without deleting data?
You can use Attach2Dynamics to move files, notes, and email attachments from Dataverse to cost-effective cloud storage like SharePoint, Azure Blob, or Dropbox—all without losing accessibility.
2. Does Dynamics 365 support external file storage?
Natively, support is limited. Attach2Dynamics extends these capabilities by seamlessly integrating external storage directly into your Dynamics 365 CRM interface.
3. What is the maximum file size I can upload to cloud storage?
With Attach2Dynamics, you can upload and manage files up to 1.5 GB, making it easier to work with larger attachments directly from Dynamics 365 CRM.
4. Will I lose access to attachments if I move them to SharePoint?
No. All documents remain fully accessible from within the Dynamics 365 CRM UI—just as before—when using Attach2Dynamics.
5. Is real-time migration possible?
Yes. Attach2Dynamics offers real-time migration for new attachments as well as bulk migration for historical files.
6. Can I manage file permissions in Attach2Dynamics?
Absolutely. You can control user permissions for uploading, downloading, deleting, renaming, and more—right inside Dynamics 365 CRM.
Final Thoughts: Smart Storage = Smart CRM
Don’t let file overload drain your budget or slow down Dynamics 365 CRM. With Attach2Dynamics, you can seamlessly manage, migrate, and optimize files—directly from your CRM—while cutting Dataverse storage costs and boosting performance.
Ready to Take Control of Your Dynamics 365 CRM Storage?
Try Attach2Dynamics with a 15-day free trial from our website or Microsoft AppSource.
Prefer a guided walkthrough? Email us at crm@inogic.com – we’ll show you just how simple Dynamics 365 CRM storage management can be
The post Dynamics 365 CRM Document Management Guide to Reduce Storage Costs! appeared first on CRM Software Blog | Dynamics 365.
