Dynamics 365 CE Metadata capture for SharePoint
By default Dynamics 365 CE only allows uploading documents directly to SharePoint. If one needs to add metadata then you need to go into the SharePoint environment and add additional document metadata. This process can be very tedious if your organization is dealing with lots of documents.
Out-of-box SharePoint and Dynamics integration works well in most scenarios but not so if you wanted to add metadata. The SharePoint Metadata Capture addon for Dynamics CRM allows you to capture additional metadata for a document when the same is uploaded into the SharePoint Document library from Dynamics 365 CRM. The metadata is also available in Dynamics 365 CRM so that any action can be initiated at a later point in time.
This is a simple addon that helps you achieve Dynamics 365 and SharePoint integration which enhances productivity and efficiency drastically with further automation possibility.
This add-on enables you to capture additional metadata for documents when the same in uploaded into SharePoint document library from Dynamics 365 CE. It supports both SharePoint standard and custom metadata.
In order to enable automation the add-on uses the Metadata values and document links stored in Dynamics CRM. These helps initiate workflows or actions with Dynamics 365 CE.
This is a configurable solution that supports upto 3 metadata attributes of different datatypes. The configuration settings enable you to specify which is the metadata column is mandatory.
Microsoft Dynamics Add-on for SharePoint Metadata Capture
Sharepoint Metadata Capture FAQs
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 document library. The metadata is also available in Dynamics 365 CRM so that any action can be initiated at later point in time based on the document metadata.
You can contact us for the same at [email protected]. The solution can only be installed by Microsoft Dynamics CRM administrators or by users with administrative privileges for Microsoft Dynamics CRM.
The solution is not version-specific. It will work with all the versions of Dynamics CRM.
Yes, it works with both the versions of Microsoft Dynamics CRM On-premise as well Online.
You can contact us for the same at [email protected].
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. ID will be the unique organization identifier.
Figure: Navigate to Developer Resources
Figure: Locate Organization ID
You can relish free trial of Soluzione Sharepoint Metadata Capture for one month from the date of activating the trial.
You can subscribe Soluzione Sharepoint Metadata Capture for free and can enjoy it for one month.
There is no functional difference between the free trial edition and paid edition. The only difference is free trial will expire after one month from the date of activation.
You can contact us for the same at [email protected].
You can contact us at [email protected]. for details
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