Posts Tagged ‘Dynamics SPO’

Dynamics Objects's Logo Upload CRM Documents to SharePoint - Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are […]

Dynamics Objects's Logo How to set SPO Functionality for the Account Entity - Step By Step Instructions

How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint […]

Dynamics Objects's Logo Dynamics CRM Workflows to Upload Documents to SharePoint

In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a […]

Dynamics Objects's Logo Dynamics SharePoint Organization (SPO) Configuration Explained

Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and […]

 

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