Managing documents in Microsoft Dynamics 365 should feel seamless. Unfortunately, the standard SharePoint document management experience often forces users to leave Dynamics 365 to complete even basic file operations.
Modern File Manager by Simetrix Consult transforms the out-of-the-box document experience into a modern, enterprise-grade file management solution fully integrated inside Dynamics 365.
Built with PowerApps Component Framework (PCF), React, Dataverse APIs, Azure Functions, and Microsoft Graph, Modern File Manager extends the standard SharePoint integration with capabilities designed for real business productivity.
The Problem with Standard Dynamics 365 Document Management
While Dynamics 365 provides native SharePoint integration, the standard document grid has several limitations that impact usability and efficiency:
- Limited file management capabilities
- No modern preview experience
- No recursive search across folders
- No drag-and-drop upload support
- No multiple file upload experience
- Limited folder management
- Frequent need to open SharePoint directly
- Basic and outdated user experience
- No file move or rename functionality
- Minimal productivity enhancements
For organizations managing large volumes of documents, these limitations create unnecessary clicks, context switching, and reduced user adoption.
Introducing Modern File Manager
Modern File Manager replaces the standard Dynamics 365 document grid with a fully redesigned and enhanced SharePoint experience directly inside Dynamics 365.
Users can manage files, folders, uploads, previews, searches, and organization without leaving the CRM interface.
The solution combines the flexibility of SharePoint with a modern Dynamics 365 user experience optimized for daily operations.
Modern UI Built for Productivity
The interface is designed to feel modern, fast, and intuitive while remaining fully aligned with the Dynamics 365 ecosystem.
Compared to the standard document grid, Modern File Manager provides:
- Cleaner modern interface
- Improved readability
- Streamlined actions
- Responsive dialogs and workflows
- Integrated document operations
- Reduced dependency on SharePoint navigation
Out-of-the-Box Dynamics 365 Experience
Modern File Manager Experience
Key Features
Document Preview Inside Dynamics 365
Preview files directly inside Dynamics 365 without opening SharePoint or downloading documents locally.
Users can quickly review PDFs, Office documents, and supported file types while staying within the CRM experience.
Recursive Record-Wide Search
One of the biggest limitations of the standard document integration is the inability to search across nested folders efficiently.
Modern File Manager introduces recursive record-wide search that scans all folders and subfolders within the current record hierarchy.
This allows users to find files instantly, regardless of folder depth.
- Search across all nested folders
- Fast recursive traversal
- Optimized search performance
- Debounced search experience
- Cached search results
Drag-and-Drop Uploads
Uploading documents should not require unnecessary steps.
Modern File Manager supports intuitive drag-and-drop uploads directly inside Dynamics 365.
Users can simply drag files into the upload area and upload them instantly into SharePoint.
Multiple File Upload Support
The standard document management experience in Dynamics 365 does not provide an optimized workflow for uploading multiple files at once.
Modern File Manager introduces a modern batch upload experience with upload progress tracking and simplified file management.
- Upload multiple files simultaneously
- Improved upload workflow
- Better user feedback
- Progress indicators
- Streamlined document organization
Folder Creation and Organization
Users can create SharePoint folders directly from Dynamics 365 without navigating away from the record.
The solution also introduces folder personalization options for better organization and visibility.
Move and Rename Files
Modern File Manager introduces file management capabilities missing from the standard Dynamics 365 document grid.
Users can:
- Rename files directly inside Dynamics 365
- Move files between folders
- Organize SharePoint content faster
- Reduce dependency on SharePoint navigation
Rename Files
Move Files
Enterprise-Ready Architecture
Modern File Manager is not just a UI enhancement.
The solution is built using a scalable enterprise architecture that integrates:
- Dynamics 365 / Dataverse
- SharePoint Online
- Microsoft Graph API
- Azure Functions
- Custom Dataverse APIs
- PowerApps Component Framework (PCF)
- React and Fluent UI
The architecture provides:
- Centralized security
- Scalable backend services
- Improved governance
- Future extensibility
- Clean separation between frontend and backend
- Enhanced performance and maintainability
Why Organizations Choose Modern File Manager
- Reduce context switching between Dynamics 365 and SharePoint
- Improve user productivity
- Simplify document operations
- Modernize the CRM experience
- Increase SharePoint usability inside Dynamics 365
- Improve document discoverability
- Enable enterprise-grade document workflows
Designed for Real Business Scenarios
Modern File Manager is ideal for organizations managing:
- Customer documents
- Project files
- Sales documentation
- Service records
- Contract management
- Compliance documentation
- Operational document libraries
The solution works seamlessly within standard Dynamics 365 model-driven applications while leveraging the power and scalability of SharePoint Online.
Conclusion
Modern File Manager transforms the standard Dynamics 365 SharePoint experience into a modern, efficient, and enterprise-ready document management solution.
Instead of forcing users into SharePoint for everyday document operations, the solution brings file management directly into Dynamics 365 where users already work.
With advanced search, drag-and-drop uploads, previews, folder management, file movement, and modern UX enhancements, Modern File Manager significantly improves productivity and user adoption.
Request a Demo
Want to see Modern File Manager in action?
Contact Simetrix Consult to schedule a live demo and discover how your organization can modernize document management inside Dynamics 365. Use the contact form below.