Microsoft Dynamics CRM is where housing work happens. Tenant management, complaints, safeguarding, ASB, service interactions all of it lives in Dynamics. It is the system frontline teams rely on to do their jobs, under pressure, every day. Yet in many housing organisations, document and records management still sits somewhere else: legacy EDRM tools, network file…
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…
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,…
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…
Businesses rely on Microsoft Dynamics 365 Document Management to store and organize critical business files, manage workflows, and enhance collaboration. However, without a structured document management strategy, many organizations struggle with inefficiencies, security risks, and lost productivity. These hidden costs add up quickly, draining resources and limiting business growth. If your team is spending too…
Managing documents within Dynamics 365 presents unique challenges for many businesses. Filer for Dynamics is designed to enhance your existing Dynamics configuration, providing a seamless, secure, and user-friendly solution for document management within Dynamics 365. What are these key challenges? Many businesses using Dynamics 365 encounter significant challenges with document management, including inefficiencies, security concerns,…
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