When subscribing to MSCRM Online, storage should be at the top of your list of considerations. MSCRM Online does not come with a large amount of storage to begin with. Storage does increase as you add Professional licenses but it will max out at 50GB unless you pay for more. So how do you handle storage requirements without breaking the bank?
There are a few options to consider, each with pros and cons. Let’s discuss 3 of the most popular options.
AttachmentExtractor is a 3rd party app that extracts your current and newly uploaded MSCRM attachments and moves them to either SharePoint or a FileShare. In place of the attachment in MSCRM, a URL link is placed. It is even possible to revert the extraction if necessary.
Pros:
Reduces storage space by removing attachments from MSCRM.
Extraction is seamless. MSCRM UI does not change.
Can be scheduled to run off hours.
Cons:
If storing on a network FileShare or internal SharePoint site, the attachments would not be available to external users unless the storage sites are exposed to the internet.
SharePoint Integration
MSCRM offers built-in integration with SharePoint. There is some setup to be done, but once done, you can save documents from within any MSCRM entity configured to do so. The integration even allows you to setup automatic folder creation and hierarchy. This method bypasses the use of MSCRM Notes for attachments and uses a SharePoint interface within the MSCRM record.
Pros:
MSCRM Built-in functionality (with minor setup)
Documents can be easily found from within an MSCRM record or in SharePoint do to the folder creation and hierarchy.
Cons:
SharePoint licensing required
Does not help with existing attachments.
Notes can still hold attachments and will not be automatically placed into SharePoint.
Attachments within Tracked emails will not be removed.
If storing on an internal SharePoint site, the attachments would not be available to external users unless SharePoint is exposed to the internet.
Notes can still hold attachments and will not be automatically placed into SharePoint.
Attachments within Tracked emails will not be removed.
So, depending on how you are using MSCRM and what attachments you are storing, one of the 3 options above should fit your needs. I mention that Notes will still be available to hold attachments in CRM, but with security roles, you can disable this functionality.
STORAGE & COST BREAKDOWN
MSCRM Storage
5GB per Instance (sandbox and multitenant share this storage)
2.5GB per 20 Professional Licenses
MAX of 50GB based on above
Additional Storage: $9.99/Gb/month
MSCRM Addons AttachmentExtractor (Please click here for the most up-to-date information)
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