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SharePoint Metadata Capture For Microsoft Dynamics 365 CE

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Business Processes: Customer Management, Customer Service, Help Desk, Human Resources, Lead Tracking, Marketing, Project Management, Resource Tracking, Service Work Order Tracking

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Dynamics 365 CE Metadata capture for SharePoint

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 add-on 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.

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.

 

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