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Document Management for Dynamics

HnX Services

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.
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/30cab24f-29a4-4f7f-a912-a3e49ab51c98.png
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/30cab24f-29a4-4f7f-a912-a3e49ab51c98.png
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/d11f3da4-41c3-4dab-9d35-c38de0e2ce50.png
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/70b79c8a-1a18-444b-86e6-e457cc6db52b.png
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/75e19025-ef72-44d8-b5d7-2f84216001b8.png
https://gallery.azure.com/artifact/20151001/hnx_services.hnx_docmgt.1.0.0/Artifacts/SampleImage/fcd9abb7-a640-4377-9f2b-2cd7d134f359.png