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 ISTLocation
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 learned 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 Frequently Asked Questions
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.
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.
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:
1. Drop an email to [email protected].
2. Connect with us on LinkedIn and mention the event.
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].
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.
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.
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.
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