Background A prominent housing association located in the East of England and responsible for more than nineteen thousand homes began a programme to modernise how documents and records were managed across the organisation. Although one legacy electronic document and records management system had been structured effectively for some core tenant information, the broader document landscape had become…
How to Reduce Your Dataverse Costs with Dynamics 365 or Model-Driven Apps. Smart Savings Without Compromising Compliance or User Experience If you’re part of a technical team managing Dynamics 365 CRM or Model-Driven Power Apps and searching for ways to reduce your Dataverse costs, you’re not alone. Many organisations enjoy the satisfaction of delivering innovative, value-driven business solutions, until…
At Mizorix, we are deeply committed to empowering the housing association sector with cutting-edge Electronic Document and Records Management Systems (EDRMS) built on M365 and SharePoint. Following recent successes and growing momentum, we’re doubling down on our investment and excitement to deliver solutions that truly transform document management for housing providers. How Filer Can Help…
US Municipal Background · Population: ~118,214 residents · Area Served: 18.4 km² · Employees: 5,000 Providing Public Safety, Public Works, Community Development, Education, Libraries, Cultural Services, Social Services and Regulatory Functions The Challenge A US municipal government, established in the early 1600s, recognized that its document and records management processes had become fragmented over time….
The Challenge A UK local authority delivering essential services such as housing, education, social care, and environmental management required an alternative to its legacy document management system. The platform had become outdated and lacked sufficient support. The supplier’s proposed replacement, did not offer feature parity and had received negative feedback from other Councils. As a…
State Government Agency Overview The Challenge The agency transitioned to a Dynamics 365 Customer Engagement (CE) solution to manage legal matters, customer interactions, and related activities. While Dynamics 365 CE is well-suited for case management and CRM functions, its native document management capabilities are limited. As a result, the agency continued using a third-party EDRMS,…
Council Overview The Challenge Over time, the Council accumulated millions of records, from critical social care files that inform ongoing support plans to planning documents and architectural drawings still referenced in current developments. With information stored in both physical and digital formats across various departments, the Council needed a unified solution to streamline access and…
The Challenge: Granular Permissions vs. Flat Document Libraries Organizations using Dynamics 365 Customer Engagement (CE) often implement granular security models within entities. For example, in a legal entity, a user might have access to Case 1 but must be restricted from viewing Case 2 due to the sensitivity of the data but both Cases relate…
SharePoint Storage Is Exploding—But “Just Archive It” Isn’t the Answer In today’s digital workplace, organisations are creating content at an unprecedented scale. From Word documents and PDFs to high-resolution images and rich media files, SharePoint has become the go-to platform for collaboration and content management. But over time, something shifts. What started as a dynamic…
Maximize and Future-Proof Your Dynamics 365 Investment with Filer You’ve invested significant time and effort into building your Microsoft Dynamics 365 environment. Now it’s time to build on that foundation. As your organisation grows, so does the volume of documents, contracts, reports, customer records, they multiply quickly. With so much effort already dedicated to business-centric…
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