Support Portal ContactGet in touch

SharePoint Image Galleries in CRM

   Words by James Binnie

   on 06/06/2017 10:00:00

We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM.

Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics.

This could then be customised to store Images and Photos instead.


These Images being stored in Office 365 in a structured set of Photo Libraries and/or Folders – so the images are in line with the records in CRM, but also take full advantage of the SharePoint functionality in O365.


Using this customisation of our Document Management App, we were then able to replace an existing Photo Upload to a Fileshare, and this gave us some interesting improvements we could offer to the client:

  • Easy Backup and Restore through standard Office 365 / SharePoint Tools.
  • Utilise SharePoint’s powerful searching tools
  • Strong Governance in how the Images are stored.
  • Each Image could be annotated in CRM using SharePoint Metadata
    • Including the automatic population of Metadata based on fields in CRM – which can come in handy for compliance
  • Can be used with any Entity or Custom Entity in CRM – and can be configured to fit any Document Site / Library / Folder structure for good governance.

Some of these features came from our usual Document Management functionality from CRM to SharePoint, but was great to see how easy this was to re-use for Image Libraries and make interchangeable between SharePoint On-Prem or Sites in Office 365.

Share this Article

Search Articles

Filter Articles

CRM Tech DocMan

Recent Articles

Dynamics 365 Marketing: Lead Scoring and Sales Acceptance Designing and Developing Microsoft Power Apps Portals Thank You for Attending CRMCS’ Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence Ignite your workflow by adding DocDrive365 to Office 365 The CRMCS guide to everything you need to know about integrating Teams with Dynamics 365 Saving Time By Keeping Documents In One Place TDE Database Encryption with On Premise Dynamics The Key to Successful Compliance in 2020 Part 2: Let’s get GDPR Compliant with Microsoft Power Automate Top 3 Essential Tips for Remote Working Dynamics 365 Marketing: Top 5 Best Features Dynamics Day in the Life - Puma Investments Can you use Teams to amplify collaboration in Dynamics? Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders The secrets of successful document collaboration in Dynamics CRMCS launches new AppSource approved DocDrive365 Dynamics Day in the Life - Moneypenny Release Management Add the App to Dynamics DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions Building a New Scheduled Process using Flow Why Teams matters to CRM?
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue

Content © CRM Consultancy.