Sync Metadata with SharePoint and trigger actions based on Metadata

Out-of-box SharePoint and Dynamics integration work well in most scenarios but what if you wanted to add metadata. SharePoint Metadata Capture allows you to capture additional metadata for a document when the same in uploaded into SharePoint from Dynamics 365 CRM.

This metadata is updated in SharePoint after the document is uploaded in the document library. The metadata is also available in Dynamics 365 CRM so that any action can be initiated at a later point in time based on the document metadata.

Sync Metadata

Capture additional metadata for documents when the same in uploaded into SharePoint from Dynamics 365 CRM. Supports both SharePoint standard and custom metadata.

Actionable Metadata

Metadata values and document link stored in Dynamics CRM. Enables you to initiate workflows or actions with Dynamics CRM based on metadata values.

Configurable Solution

Configurable solution that supports upto 3 metadata attributes of different datatypes. Configuration settings enable you to specify which is the metadata column is mandatory.

Microsoft Dynamics Add-on for SharePoint Metadata Capture
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Sharepoint Metadata Capture FAQ
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