Reduce Costs and Boost Productivity: Optimize Storage and Document Processes in Dynamics 365

“Act Now: You’re running out of capacity!” — A friendly reminder from Microsoft that escalating storage costs are eating into your budget. But instead of purchasing expensive Capacity Add-Ons, let’s explore a smarter solution: AttachmentExtractor.

In the first part of this session, we’ll demonstrate how over 500 customers have successfully reduced storage costs by migrating attachments, files, and emails to more cost-effective storage solutions while maintaining a seamless user experience within Dynamics 365.

Next, we’ll dive into the critical role of documents within Dynamics 365 and the Power Platform. Introducing DocumentsCorePack — a powerful tool designed to simplify, streamline, and automate your document processes. We’ll showcase how DocumentsCorePack can enhance your processes with the following capabilities:

- Intuitive Template Design in Word: Utilize Microsoft Word to create professional and attractive document templates.

- One-Click Documents: Generate and process documents in various formats (email, e-signature, print) with a single click.

- Power Automate Integration: Maximize efficiency by automating document processes through Flows.

We’ll conclude the session with an interactive Q&A!