AppSource
AppsConsulting Services
Search Microsoft AppSource
SellBlog
AppSource
Apps
Search Microsoft AppSource
More
AppSource
Search Microsoft AppSource
More
AppSource
Search Microsoft AppSource
Skip to main content
https://store-images.s-microsoft.com/image/apps.6358.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.1d4aa4f6-59f3-4d42-8020-ffc5a8f55841
Products
Dynamics 365 SalesDynamics 365 Customer ServiceDynamics 365 Field ServiceDynamics 365 Project Service Automation
Publisher
HnX Services
Acquire Using
Work or school account

Version

2018.07.16.2
Categories
IT + administrationProductivity
Industries
GovernmentProfessional services
Products supported
Dynamics 365SharePoint Online
Support
SupportHelp
Legal
License AgreementPrivacy Policy

Document Management for Dynamics

HnX Services

(0) Write a review

Document Management solution for Dynamics 365 and SharePoint online.

Features

  1. Metadata - Metadata synchronization between Dynamics 365® Entities and SharePoint® Online.
    1. Automated the migration entity attributes data SharePoint® Online corresponding metadata fields.
    2. Automate the assignment fields to Default Document view in SharePoint® Online for ease of usability.
    3. Automated background synchronization of existing entity records to SharePoint® Online.
    4. Metadata synchronization to SharePoint® Online library folder and document levels.
  2. Security - Security synchronization between Dynamics User/Team/Roles and SharePoint® security access controls.
    1. Automated migration of Entity security access controls to SharePoint® Online document folder and files
    2. Supports replication of security access control in Dynamics 365® entity record Sharing to SharePoint® Online document folder and files.
  3. Activity Notes Attachments - Migration of Dynamics 365® activity Notes Attachments to SharePoint® Online.
    1. Automated migration of Activity Notes attachments to SharePoint® Online.
    2. Entity-based prevention of attaching files to activity Notes in Dynamics 365®.
    3. Entity-based prevention of attaching files based on file mime types and file size to activity Notes in Dynamics 365®.
    4. Automated background synchronization of existing activity Notes attachments to SharePoint® Online.
  4. Email Attachments - Migration of Dynamics 365® Email Attachments to SharePoint® Online.
    1. Automated migration of Email attachments to SharePoint® Online.
    2. Automated background synchronization of existing Email attachments to SharePoint® Online.
Learn more
High level presentation of Document Management capabilities
https://store-images.s-microsoft.com/image/apps.52253.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.87507149-b395-4700-9123-b28b40ad305f
https://store-images.s-microsoft.com/image/apps.52253.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.87507149-b395-4700-9123-b28b40ad305f
https://store-images.s-microsoft.com/image/apps.59133.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.0756411b-4c26-412c-b63f-d04eb8b4de98
https://store-images.s-microsoft.com/image/apps.5839.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.77f75e25-31fa-4aed-8be6-ac8a01437941
https://store-images.s-microsoft.com/image/apps.60308.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.b57c8154-ac7c-4c66-8d02-a48d7aba36e2
https://store-images.s-microsoft.com/image/apps.52058.2d232c6b-f363-4058-9a8a-9a6e02154b54.7a706e74-e14c-4069-9490-86923c5d88b1.54035591-6579-4339-be45-78222aba086a