David de la Nougerede
asked on
Microsoft Dynamics 365 secure storage
Hi there, im at a loss as well as my developers. We are having a new CRM created within Dynamics 365.
Without going into the whole CRM and what it does, we have an area under each client account where documents are uploaded.
The problem we have with the storage of the agreements and contracts. Dynamics storage is expensive, but the main problem we have been told about but the developers is the files will be secure to the to owner of the client account but other members who are invited as sub members will apprently not be able to view these files.
The original suggestion which does work is to use a Sharepoint site. This technically does work but it does open the risk to allow anyone who may stumble across the sharepoint site to access the storage and see the files.
I did come across an article that suggested Dynamics coulod be integrate with a solution like Azure Blob, but my devlopers are not aware of this solution and again im not sure how close to keeping the files secure from users who shouldn’t have access
This is the article i found https://community.dynamics.com/crm/b/dynamicscrmbestpractices/posts/alternatives-of-document-storage-in-dynamics-crm
So my main questions is regarding finding a solution that will allow us to store these files for each account, atthe same time limiting access to these files to the account owner and the sub members.
Is there a way using APIs etc??
Thanks
Without going into the whole CRM and what it does, we have an area under each client account where documents are uploaded.
The problem we have with the storage of the agreements and contracts. Dynamics storage is expensive, but the main problem we have been told about but the developers is the files will be secure to the to owner of the client account but other members who are invited as sub members will apprently not be able to view these files.
The original suggestion which does work is to use a Sharepoint site. This technically does work but it does open the risk to allow anyone who may stumble across the sharepoint site to access the storage and see the files.
I did come across an article that suggested Dynamics coulod be integrate with a solution like Azure Blob, but my devlopers are not aware of this solution and again im not sure how close to keeping the files secure from users who shouldn’t have access
This is the article i found https://community.dynamics.com/crm/b/dynamicscrmbestpractices/posts/alternatives-of-document-storage-in-dynamics-crm
So my main questions is regarding finding a solution that will allow us to store these files for each account, atthe same time limiting access to these files to the account owner and the sub members.
Is there a way using APIs etc??
Thanks
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Your choice for the Azure Blob storage is a good choice as per your requirements.
Basically, what the blogger of the link suggests is, when you attach a document to CRM, the plugin given on the github will catch the file before it is saved and upload it to the Azure Blob storage. Once the Blob file is created, it will return a URL which should be written in CRM somewhere to access it later.
The Blob URL written on the CRM will be accessible to other users as per your security roles setup. So, overall, this approach is recommended.
However, if you already have files on CRM storage and would like to move them to Azure Blob, you need to write another application which will get all these attachments and save them to Azure Blob and store the URL to respective records.
Regards,
Rikin