How Poor Dynamics 365 Document Management is Costing Your Business

Businesses rely on Microsoft Dynamics 365 Document Management to store and organize critical business files, manage workflows, and enhance collaboration. However, without a structured document management strategy, many organizations struggle with inefficiencies, security risks, and lost productivity. These hidden costs add up quickly, draining resources and limiting business growth.

If your team is spending too much time searching for files, dealing with compliance headaches, or struggling to scale your document storage, it’s time to rethink your approach. Filer for Dynamics eliminates these inefficiencies, improves security, and helps you get the most out of Dynamics 365.

The Hidden Costs of Poor Document Management for Dynamics 365

Many businesses underestimate just how much disorganized, unsecure, and inefficient document management in Dynamics 365 is costing them. Here are the biggest culprits draining your time and money:

1. Wasted Productivity Due to Disorganized Files

If your employees waste time searching for documents, they aren’t focused on work that drives revenue.

• Time Wasted Searching: For search requirements outside of the limitations of Dynamics 365, users around the organisation struggle to search, share and interact with documents.
• Duplicate Efforts: When documents aren’t easy to access, teams recreate existing content, leading to wasted work.
• Slower Decision-Making: Poor document organization slows access to critical information, delaying customer service and project timelines.

The Fix:

Filer for Dynamics automatically organizes documents based on Dynamics 365 entities, making retrieval fast and effortless. No more digging through folders—find what you need instantly.

2. Security & Compliance Risks

Poor document management for Dynamics 365 isn’t just an inconvenience—it can expose your business to serious security threats and compliance violations.

• Unsecured Documents: Dynamics 365 and Microsoft SharePoint document management don’t automatically sync permissions, leading to unauthorized access to sensitive files.
• Compliance Violations: Many industries enforce strict regulations around document access and storage. Lack of proper controls can lead to hefty fines and legal risks.
• Data Loss Risks: Without structured management, files can be deleted, misplaced, or accessed by the wrong people, putting confidential information at risk.

The Fix:

Filer for Dynamics ensures seamless permission synchronization between Dynamics 365 and SharePoint, securing documents while keeping compliance effortless.

3. Scaling Challenges & Storage Overload

As your business grows, so does your document volume. Without a proper system in place, document management in Dynamics 365 can become overwhelming.

• Overloaded SharePoint Libraries: Unstructured document dumping leads to storage overload, slow performance, and rising costs.
• Lack of Scalability: Expanding document storage across departments without a structured system leads to chaos.
• Version Control Nightmares: Without centralized version control, teams can work from outdated files, leading to miscommunication and errors.

The Fix:

Filer for Dynamics automates metadata tagging and document categorization, keeping files structured, searchable, and scalable.

Filer for Dynamics: The Smart Solution for Efficient Document Management in Dynamics 365

If your business struggles with lost productivity, security risks, and unmanageable document storage, you’re not alone. Filer for Dynamics seamlessly integrates with Dynamics 365 and Microsoft SharePoint document management to help businesses:

✅ Instantly Locate Documents: Structured filing and metadata tagging let you find what you need in seconds.
✅ Ensure Security & Compliance: Synchronize permissions, protect sensitive data, and meet regulatory requirements effortlessly.
✅ Scale Without Compromising Performance: Keep SharePoint storage optimized and documents structured for long-term growth.
✅ Boost Productivity & Eliminate Wasted Time: Reduce time spent searching, prevent duplication, and keep your team focused on high-value tasks.

Stop Losing Time & Money—Get Ready for Filer for Dynamics

Every minute spent searching for files or dealing with security risks is a problem that will only grow over time. Be the first to experience a better way to manage documents in Dynamics 365.

Filer for Dynamics is coming in June 2025! Get in touch for exclusive early adopter benefits and learn how to start saving time and money!