SharePoint Metadata Capture Add-On for Microsoft Dynamics 365
Bringing structure and context to every SharePoint file with a smart Dynamics 365 add-on.
Download from AppSource
Turning Every Upload into an Organized, Searchable SharePoint Asset
Seamlessly sync metadata between Dynamics 365 and SharePoint — right when documents are uploaded.
Enhance your existing Dynamics 365 SharePoint integration with Soluzione’s SharePoint Metadata Capture Add-On. Our app is designed to make metadata tagging easy, consistent, and controlled.
The add-on captures metadata the moment a document is uploaded from Dynamics 365. Users can define default values, sync attributes in real-time, apply permission rules, and maintain an audit trail — all without switching systems. Your SharePoint library becomes instantly searchable, secure, better organized, and workflow-ready.
Start getting more value out of every document uploaded through our Dynamics 365 add-on that supports any number of metadata attributes across different data types.
Core Capabilities
Bulk Document Upload
Upload multiple files from Dynamics 365 and tag them with metadata fields in a streamlined, two-step process — no need to tag each file individually.
Auto-Populate Metadata Fields
Automatically fill SharePoint metadata columns with default values mapped from Dynamics 365 attributes. Users can override defaults if needed.
Real-Time Metadata Sync
Reflect changes made to metadata in Dynamics 365 instantly in SharePoint and vice versa in real-time.
Editable and Controlled Metadata
Users can edit or remove metadata after uploading, depending on their assigned roles. Permissions are enforced using two configurable security roles.
Permission-Based Access Control
Apply document-level access restrictions using user roles and metadata-driven conditions, helping teams manage sensitive content securely across both platforms.
Data Filtration
Add multiple attributes to retrieve data usage from your SharePoint repository. This enhancement will turn every CRM file into a well-organized and highly valuable asset.
Metadata Mapping from CRM to SharePoint
Define and sync custom metadata attributes — including multiple data types — from Dynamics 365 CE directly into SharePoint libraries.
Compatible with Power Platform
The add-on works seamlessly across the Microsoft Power Platform, allowing integration with Power Automate, Microsoft Power Apps, and other extensions.
What You Enhance by Using the SharePoint Metadata Capture Add-on?
Files uploaded from Dynamics 365 are tagged with metadata in real time. Auto-populate logic reduces effort while keeping values editable when needed.
Upload several files in just two steps, making batch operations fast, consistent, and less error-prone.
Tagged files in SharePoint are easier to locate using metadata filters. This turns SharePoint into a more usable, structured repository for CRM documents.
Any metadata updates made in Dynamics 365 are reflected in SharePoint immediately — keeping both systems consistent without manual syncing.
With permissions tied to user roles and metadata conditions, the add-on ensures the right people have access — while preventing unauthorized changes.
Track the nature of documents by their attributes to know their purpose, usage, and confidentiality level. Helpful in maintaining privacy, compliance, and accountability.
Get Started with SharePoint Metadata Capture Add-On in Just Four Steps
Our Microsoft Dynamics 365 add-on is available on Microsoft AppSource and works right out of the box.
What Extra You Get with Soluzione’s Metadata Capture Add-On?
| Feature | Without Add-On | With Metadata Capture Add-On |
| Automatic Metadata Tagging | ✘ Manual tagging in SharePoint | ✔ Applied at upload, auto-populated from CRM |
| Edit Metadata from D365 UI | ✘ Requires switching to SharePoint | ✔ Editable directly in Dynamics 365 |
| Bulk File Upload with Metadata | ✘ Files uploaded, but metadata added one by one | ✔ Upload multiple files in 2 steps |
| Real-Time Metadata Sync (D365 → SharePoint) | ✘ No native sync | ✔ Metadata updates reflected instantly |
| Metadata-Based Permissions | ✘ Manual folder-level control | ✔ Role- and attribute-based access rules |
| Improved Search in SharePoint | ✘ Basic search only | ✔ Searchable/filterable by synced metadata |
| Supports Custom Metadata Fields | ✘ Limited to manual input | ✔ Supports any number of fields, any data type |
Compatible with Your Microsoft Dynamics 365 Ecosystem
No need to customize your system or change how your team works.
Get in TouchWhat Our Clients Say?
Frequently Asked Question?
The SharePoint Metadata Capture Add-On enables users to capture and synchronize additional metadata when documents are uploaded from Dynamics 365 to SharePoint. This metadata is applied in SharePoint after the document is uploaded to the document library.
These metadata values are also available within Dynamics 365 CRM, allowing them to be used for actions, automation, or reporting purposes later. This add-on simplifies SharePoint metadata management in Dynamics 365, supports custom metadata structures, and helps teams maintain consistency across both systems.
No, the SharePoint Metadata Capture Add-On works with Microsoft Dynamics 365 CRM Online. This is due to platform limitations in how SharePoint integration and metadata APIs are exposed in on-premises environments.
Metadata makes uploaded documents in SharePoint easier to organize, retrieve, and manage — especially as document volume increases. It also reduces manual effort, improves classification, and enables workflow triggers when needed.
With the help of SharePoint metadata automation, a core capability of the add-on, teams can ensure every document carries consistent, structured information.
With metadata attributes that are applied at the time of upload – the files become filterable, sortable, and searchable by specific tags — like document type, owner, or approval status.
Metadata allows organizations to enforce naming, categorization, and retention standards. By using mapped fields and defaults, document properties become consistent across teams. These features not only enhance organization but also support internal compliance policies, improve visibility, and avoid untracked uploads.
In addition to the existing Dynamics 365 security roles, the add-ons provide further security enhancements. This pertains to the access to view, edit, or delete metadata, which is controlled through user-level permissions. Metadata updates are tracked via an audit trail.
Here are a few practical practices:
1. Use a consistent set of metadata fields across related entities or libraries.
2. Apply the auto-populate feature to reduce user effort and standardize tagging.
3. Limit editable metadata fields to relevant roles only — using the add-on’s permission logic.
4. Avoid overloading users with too many fields; only expose metadata that’s meaningful for filtering, access, or workflows.
These practices help maintain clean metadata structures and support long-term scalability in your D365 add-on setup.
Blogs on SharePoint Metadata Add-On
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