Managing decades of historical data can feel like wrangling a jungle of documents—but with the right approach, it becomes a strategic asset. When migrating to Dynamics 365 CRM, our team faced a dual challenge: enabling refined search across 30,000 legacy PDFs tied to opportunities from a previous system, while creating a scalable solution for all future documents linked to Dynamics 365 opportunities.

In this session, I’ll detail how we built Sidestream, a standardized out-of-the-box document management framework that leverages Dynamics 365 opportunity metadata, Power Automate flows, and SharePoint integration to deliver a powerful search experience with refiners. Beyond opportunity-related files, Sidestream is designed to serve as a centralized library for all marketing collateral and published content, ensuring consistency and discoverability across the organization.

Finally, I’ll share how this foundation positions us for the next evolution—integrating Copilot and AI-driven agents to unlock intelligent insights and research capabilities. Whether you’re tackling a mountain of historical files or planning for AI-ready knowledge management, this session offers practical strategies and lessons learned to turn chaos into clarity.