ISV Add-On Product Information
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SharePoint Metadata Capture for Microsoft Dynamics 365 |
Business Processes: Customer Management, Customer Service, Help Desk, Human Resources, Lead Tracking, Marketing, Project Management, Resource Tracking, Service Work Order Tracking
SharePoint Metadata Capture for Dynamics 365
Enhance SharePoint and Dynamics 365 Integration with Metadata Capture
SharePoint Metadata Capture add-on enables seamless metadata management when uploading documents from Dynamics 365 CE to SharePoint. By default, Dynamics 365 CE allows only document uploads without metadata, requiring manual entry in SharePoint. This process is time-consuming and inefficient, especially for organizations managing large volumes of documents.
With this add-on, users can capture, store, and sync metadata automatically between Dynamics 365 CE and SharePoint, ensuring streamlined document management and improved automation capabilities.
Key Features
Seamless Metadata Sync
Automatically sync metadata when uploading documents to the SharePoint Document Library from Dynamics 365 CE. Supports both standard and custom metadata fields.
Actionable Metadata
Stored metadata values and document links in Dynamics 365 CE enable automation, triggering workflows and actions based on document metadata.
Configurable Solution
Define up to three metadata attributes of different data types. Easily configure mandatory metadata fields to align with business needs.
Boost Productivity & Efficiency
Reduce manual data entry, eliminate redundant tasks, and enable automated document management workflows with SharePoint Metadata Capture.