SharePoint Metadata Capture
argitaratzailea: Soluzione IT Services Pvt. Ltd.
Capture document metadata while uploading document to SharePoint from Dynamics 365 CE
Solution for capturing SharePoint document metadata within Microsoft Dynamics 365 CE
The SharePoint Metadata capture add-on complements Dynamics CRM SharePoint integration and overcomes the challenge of associating document metadata from within Dynamics 365 CE. Key benefits are:
- Capture and Synchronize Metadata: Add-on enables you to capture additional metadata for documents when the same is uploaded into SharePoint document library from Dynamics 365 CE. It supports both SharePoint standard and custom metadata.
Solution: This is a configurable solution that supports any number metadata
attributes of different datatypes. Each entity (document library) can have
individual metadata columns. The configuration settings enable you to specify
which is the metadata column is required.
- Auto Populate Metadata: Increase productivity with auto-populate feature. Auto-populate document metadata based on entity attributes.
SharePoint Metadata capture add-on is a simple solution that enhances productivity and efficiency drastically with further automation possibility.
Install the solution from AppSource and follow the documents provided below.
- Trial Activation Guide: To activate a free 30-day trial.
- Add-On Configuration Guide: To configure SharePoint Metadata Add-on for Dynamics 365 CE.
Please feel free to contact us in case you need more information or support.