Who can attend these events?

Soluzione events are open for all users, organizations, businesses, and stakeholders – as these sessions have practical applications, insights, and information that provide real-world solutions. More importantly, these sessions are hosted by experienced, certified Microsoft professionals, making every minute you spend worthwhile.

Is there any cost to attend?

Nope. The webinar is completely free—all you need is to register, plus we will give you reminders a day before and an hour before, so you can make the most of this free event.

Do I need to install software in advance?

Just have access to Microsoft Teams (via browser or desktop). Once you register, we'll send a secure meeting link—no downloads required unless you choose the desktop client for better performance.

What’s the event format?

This is a live, one-hour webinar featuring a demo and a Q&A session. You’ll see the product or service in action, learn what it is, how it helps, and you can ask direct questions.

Will the session be recorded?

Yes. We’ll share and upload the recording and slides within 24–48 hours after the webinar on our website and YouTube page. Even if you can’t make it live, you can catch up at your convenience.

What should I prepare before joining?

No deep prep needed—just: • A stable internet connection • A quiet space • Basic familiarity with the topic (helpful, but not required)

How do I get the Teams link?

After registering, look out for a confirmation email with the link and calendar invite. You’ll also get a reminder email one hour before the start time.

Can I ask questions during the webinar?

Absolutely. Use the Q&A or chat window to submit questions. You can also raise your hand in between, and our host will connect with you. There’s a live Q&A segment where our speaker will answer queries.

What if I can't attend live?

Register anyway—all registrants receive the recording, slides, and any bonus resources we offer. You'll still get full value, even if you miss the session.

Who should I contact for help or support?

For registration issues or accessing the session, email contact@solzit.com. For technical issues (like accessing Teams), message us during the event via chat or email support.

Is there a way to stay updated on upcoming Soluzione webinars and events?

Yes, you can follow us on social media, check our event page in frequent intervals, and most conveniently, share your email on contact@solzit.com. Our marketing team will keep you updated every time we have an upcoming event.

SharePoint Metadata Capture Add‑On Webinar for Dynamics 365 & Power Apps

Table of Contents

SharePoint Add-on Webinar Details
About This Event
- - In this session, you’ll learn how to:
SharePoint Webinar FAQs
- Tags
- Organized By

SharePoint Add-on Webinar Details

Title

SharePoint Metadata Capture Add-On for Microsoft Dynamics 365 CRM and Power Apps

Description

Discover how our SharePoint Metadata Capture Add-On solves the limitations of out-of-the-box SharePoint integration by enabling real-time metadata editing, automation, and enhanced document management—all from within D365.

Date & Time

17 July 2025 | 9:30 AM (Eastern Time / UTC -4); 7 Pm to 8 Pm IST

Location

Microsoft Teams

Play

About This Event

This Webinar is all about simplifying Metadata management within the Microsoft Dynamics 365 CRM through our productivity booster add-on “SharePoint Metadata Capture Add-On”. If you’ve already got Dynamics 365 and SharePoint, and you’re still doing metadata manually — or skipping it altogether — this might be the most practical 1 hour you spend this month.

You’ll hear directly from Nikhil Gahlot, co-founder of Soluzione, who’s been solving real-world CRM challenges for over 25 years. He’ll demonstrate how the add-on works, show you how to set it up in minutes, and explain how it integrates into your daily work without requiring major process changes.

In this session, you’ll learn how to:

Tag and update SharePoint metadata while uploading documents from Dynamics 365.
Auto-populate metadata fields using CRM record values.
Configure required, optional, and read-only metadata attributes.
Bulk upload documents with metadata in a user-friendly interface.
Perform real-time metadata sync between SharePoint and Dynamics 365.
Search, sort, and manage documents by metadata directly inside CRM.
Manage file-level permissions with ease.
Preview upcoming features like folder auto-creation, column sequencing, and enhanced authentication

SharePoint Webinar FAQs

Will the session include a live demonstration of the SharePoint Metadata Capture Add‑On?

Yes, there will be a live demonstration on how the SharePoint Metadata Capture Add-On functions, its key features, and how it will be game-changing in real-time.

How can this Add‑On improve document management in Dynamics 365?

SharePoint Metadata Capture Add-On has been designed specifically to manage documents uploaded directly from Dynamics 365 to SharePoint. It can simplify and automate metadata capture, reducing manual tagging errors and helping teams store, search, and organize documents more efficiently. It ensures every file is accurately tagged from the source—right when it’s created or uploaded.

Who were the speakers, and how can I connect with them for follow‑up questions?

Our session was led by Nikhil Gahlot, Soluzione’s CTO and a certified Microsoft professional with 20+ years of experience in Microsoft Dynamics 365. If you want to connect directly, then you can:

Drop an email to [email protected].
Connect with us on LinkedIn and mention the event.

How can I learn more about the SharePoint Metadata Capture Add‑On discussed in the webinar?

Visit our SharePoint Metadata Capture Add-On landing page for product details, features, and use cases. You can also request documentation, schedule a demo, or talk to our experts by writing to [email protected].

Will there be similar events or future sessions on Dynamics 365 Add‑Ons?

Yes, we will have an entire series of similar sessions coming that showcase powerful tools and productivity-enhancing Add-Ons for Microsoft Dynamics 365 and Power Platform. Follow us on social media, check our events page, or email us at [email protected] to stay in the loop.

Also, we conduct similar sessions on the same topic at least twice to serve our audience from different time zones.

Can I request a personalized demo of the Add‑On after viewing the webinar?

Definitely. If you'd like a 1-on-1 walkthrough reach out to us at [email protected]. Our team will schedule a time that works for you and give you a personalized experience.

How does this Add‑On integrate with existing Microsoft Dynamics 365 and SharePoint setups?

The Add-On integrates seamlessly with both cloud and on-premise environments. It fits directly into your existing Dynamics 365 CRM workflows and connects with SharePoint libraries, ensuring metadata is auto-captured and passed along without disrupting your processes.