Go Paperless with Customer Portal for D365 Document Management

1. Go Paperless with Customer Portal forD365 DocumentManagement Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutionsthatamplifythedailygrind. Document management systems can easily integrate with your existing solution and improve workflow efficiency. But that’s too ‘90s! Integrating multiple third-party solutions and configuring them to work together creates chaos and might slow down the ERP solution. On top of that, these legacy systems canresult in compromisedsecurity, sales@crmjetty.com

2. compliance risk, unorganized databases, cluttered network drives,etc. Even amidst all these challenges, managing documents is essential, and going digital is the only solution. Using a customer portal for document management in Dynamics 365 is one of the best options. In this article, I will explain why. You may think – why not integrate Dynamics 365 rather than a customer portal. I will answer that too in a proper way. Beforethat, let’s lookatthetechnicaldefinitionofdocument management,whyyouneedit,andwhyyoushouldgetridof legacysystems. What is DocumentManagement? Document management is a set of practices that defines how businesses manage, store, and track their data. This data canbe in various formats like emails, images, documents, etc. However, the principle of document management remainsconsistent. A document management system is software that helps businesses manage documents. Here, they can store documents, categorize them, retrieve, share, edit, track,and sales@crmjetty.com

3. do a lot more activities. Document management systems helpcontrolaccessandprotectsensitiveinformation. • Thecommoncomponentsofdocumentmanagement include: • Storage • It provides a centralized location for storing documents from where authorized users can easily accessthem. • Annotations • Allows adding notes and comments to the document withoutaneedtoeditit. • VersionControl • Tracks andrecordsthenewversionsofthedocuments sothatyoucanviewhistoryandrestoreitifrequired. • AuditTrails • Enablesauthorizeduserstoviewthelogofwhoedited orviewedthedocumentsandwhen. • Security and AccessControl • Ensures only limited authorized users can access the documents. sales@crmjetty.com

4. These components play an important role in securing your business’ information. Hence, it’s essential that you choose therightsolutionformanagingdocuments. Why You Need a Proper Digital Solution for Document Management The question you might be having is, “Why should I spend money on a separate tool when I can purchase the cloud storageandstoredocumentsthere?” Say you have a law firm, which means you likely handle hundredsandthousandsofdocumentsdaily. There’s a murder case that’s similar to the one from 5 years back. To solve this case, you need data from the previous case.YoucanlookfordocumentsonGoogleDrive.However, it may take up a lot of time if you don’t know the proper names or the location of the documents/folder. Even after having it digitally stored, you can end up losing potential productivehours. Likewise, if you have a proper document management system, you can create a central repository of your existing content and get rid of the digital clutter. You can easily access the information and focus on your work. Share documentswithopposingcounselorclients.Limitaccessto sales@crmjetty.com

5. the documents. Search the documents quickly thanks to indexing and categorizingcapabilities. • In simple words, a document management system makes it easier to handle documents, in many ways, automates the workflow. However, you should avoid adopting legacy systems. Here’swhy: • Outdated Technology: These old-school solutions are not prepared for change. Using them is like using Excel sheets in the world of Slack and Trello for project management. • Security Concern: Modern solutions are updated continuously to meet the latest threats. However, traditional systems find it difficult to adapt because of theirnatureandthusleavesroomforvulnerabilities. • Compatibility Issues: Legacy systems support documents and file formats up to a point. It means you’re stuck with formats that your partners, customersmaynotbewillingtouse. • High Maintenance: These old systems come at a low price, but with time, the expenses increase. The support and updates for outdated technologies are costly as ittakesmoreeffortfordeveloperstocontinue maintenance andupdates. sales@crmjetty.com

6. Poor Customer Experience: It’s difficult for you to communicate with your customers who keep moving with the latest technological advancements. Up of that, the 3rd party solution may lack customer-centric features, making it difficult for customers to access, collaborate, orcommunicate with you. • You shouldn’t go for outdated or third-party integrations. So, what should youdo? • Solution: Bring in a customer portal. Well, you can also use the native Dynamics CRM for document storing. But I won’t suggestthattoyoubecauseithaslimitations. • Document Management in Dynamics365 • Dynamics CRM is not a document management or storage system. It handles the important aspects of your business, i.e.,customerengagement,andhencemostbusinessesthink it’sfinetouseitfordocumentstorage. • The main advantage of document management in Dynamics 365 CRM is having documents accessible directly from the related records. All the records are linked to the accounts, andthere’snoneedforadditionalsearch. • However,documentsinDynamicsarestoredasattachments to the record form. It means all the attachments andnotes sales@crmjetty.com

7. add up in Dynamics over time, consuming space. On top of that, the native solution doesn’t offer any search ability within documents, nor there’s a version control feature.You end up scrolling down the timeline to find the document version, which is notproductive. Also, there’s no feature to prevent users from updating the documents simultaneously. Your non-CRM users can’t access the documents. Documents can’t be categorized or stored as metadata that describes the document, such as the status and author of the document. Another potential limit of document management in Dynamics 365 is the volume.Ifyouhavealargenumberofdocuments,thesizeof the database increases, and it can increase the expense if you’re paying forstorage. Dynamics 365 doesn’t allow collaboration. The attachments haveasizelimitof5-9MBmax,whichisnotmind-blowing. Whatcan you do about it? If you’re storing a few documents that too occasionally, you canconfiguredocumentmanagementinDynamics365.That’s a reasonable approach. For others, the recommendation is to integrate a Dynamics customerportal. Oh yes! Dynamics allows SharePoint integration to overcomethechallengesofnativesolutions. sales@crmjetty.com

8. SharePointIntegration SharePoint is built for document management. With no additional costs, you can get multiple features that CRM doesn’t provide. For example, each document can have metadata to facilitate searches. Non-CRM users can access the documents using SharePoint functionality. All the native CRM features areswitched to standard SharePoint functionalities. This gives you a feeling of managing documents directly fromSharePoint. SharePoint balances the limitations of native DynamicsCRM but to an extent. You might experience resource throttling when the item limit exceeds 5000. There’s no backup in SharePoint. Ifyou deleteafileandfailtorestoreitwithin93 days,thedocumentisgoneforever. SharePoint has sync limitations. Users cannot see documents when multiple entities/users try to access the same SharePoint document location. It doesn’t support Dynamics 365 editable grids. This limits SharePoint from working properly.Forexample,thedocumentfailstoloadin the grid. You can’t create or upload documents. It also disables searching in thegrid. Most importantly, SharePoint integration ignores the privileges you set on the Dynamics CRM side. Itmeans sales@crmjetty.com

9. everyone can access the documents, and that can be dangerous. Making your documents tamper-proof is essential, and for that, it’s important that you use a solution that guarantees security along with customersatisfaction. Having a customer portal for D365 document management streamlines the communication. It curbs all the challenges of the legacy systems and the limitations of CRM and third-partyintegrations. Dynamics 365 Customer Portal provides a secure place for data sharing, document approval, invoices, billing, andmore. It fosters collaboration and enhances engagement with features like self-service, knowledge base, and community support. With Dynamics customer portal, you get more flexibility and security. CRMJetty can help you with it. We offer a ready-to-integrate Dynamics portal solution known as PortalXpand. Talk with our team to know how it can work for you. Get inTouch sales@crmjetty.com

10. Why You Should Choose Portal for Document Management in Dynamics365 • By implementing a customer portal, a business can get their documents in order and take advantage of the following benefits/features: • IncreaseTransparency • Whether it’s reviewing contracts, processing invoices, or collecting forms, it’s essential that you, your staff, and customers can find all the documents whenever required. The Dynamics customer portal puts all the documents in a separate document management module, ensuring everyone has the same information. Multiple userscanaccess thesame document simultaneously. They can edit and make changes tothe documentsbasedontheiraccessrights. • This centralized repository serves as the source of truth in theorganization. • QuickSearch • Regardless of size or format, you can easily search the right document using metadata, versions, keywords, and categories linked to it. Technologies like AI and machine learning further enhance documentsearch sales@crmjetty.com

11. capabilities. • ShareContent • The capability to share data with customers safelyand securely is critical for many organizations. Emails are not that secure. Hence, the portal offers an internal document sharing feature to speed up the process—details like who accessed it and when, help enhancetransparency. • FosterCollaboration • Customer portals allow employees and customers to collaborate and work on the document together in real-time. This process eliminates the back and forth editing in the emailthreads. • TrackVersions • Feature-rich customer portals have built-in version control. This helps users to track the document changes and ensures they are working with the most up-to-dateversions. • Protect SensitiveInformation • Dynamics customer portal offers role-based access that lets admin grant or deny access to thedocuments. This ensures that only the authorized users canaccess sales@crmjetty.com

12. thedocumentsandsecurityiseffective. • Support ComplianceRegulations • Along with limited access, the portal provides audit trails, i.e., logs of system activity, including document edits, login attempts, and user permission changes. This maintains transparency and ensures that your organization followscompliance. • Access Information fromAnywhere • With cloud-based technology, you and yourcustomers can access the documents from anywhere, anytime. This ease of access ensures that information can be communicated with everyone, including the project head and stakeholders, no matter where they are.Also, most cloud technology automatically backs up the content,providingafoundationforquickrecovery. There are many other ways in which a customer portal can benefit organizations and improve their operations. Want to know how you canbenefit? RequestDemo sales@crmjetty.com

13. HowDoesOurDynamicsCustomerPortalHelpYou? • We offer a ready-to-integrate Dynamics 365 customer portal for all your business requirements. Our portal is fully compatible with Microsoft Dynamics 365 and allows customization in real-time. For document management in Dynamics365,weoffertwooptions: • SharePointIntegration • To streamline document management and customer engagement. We know aboutthelimitations of SharePoint,andthus,weofferacustommoduletoo. • Custom Document ManagementModule • This module works exactly like a document management system and has all the features explained intheabovesection.Eitheryoucanchoosetocombine both – custom module and SharePoint for outstanding resultsoropttogofordocumentmanagementonly. • AdditionalFeatures • Apart from document management, our portal offersa custom dashboard, entity management, content management, drag and drop builder,configurable sales@crmjetty.com

14. widgetsandthemes,page-levelaccess,third-party integrations,etc. It means you can offer 360-degree customer service that covers everything from tickets and cases to self-help, document sharing, and more. Our Dynamics solution – PortalXpand, simplifies your business operations and helps establishastrongconnectionwithyourcustomers. Readytotakethenextstep? Build a Dynamics 365 CustomerPortal Source: https:/ www.crmjetty.com/customer-portal-d365-docum ent-management/ sales@crmjetty.com