Drag & Drop and Metadata for Dynamics 365 CE

• Effortlessly Add Metadata: Enrich your Dynamics 365 CE with managed metadata fields directly from SharePoint. Use these fields to categorize information such as status, document type, responsible person, or customer type, tailoring the data to your specific needs.
• Drag & Drop for Faster Uploads: Save valuable time with intuitive drag-and-drop functionality. Effortlessly upload single or multiple Dynamics 365 files at once, streamlining your document management processes.
• Real-Time Synchronization: Experience a unified data management experience. All metadata updates are automatically synchronized between Dynamics 365 and SharePoint, ensuring consistency and faster searches.

What challenges does it solve?

Drag & Drop and Metadata for Dynamics 365 CE addresses common challenges associated with data management in Dynamics 365 and SharePoint, including:
• Manual Metadata Entry: Eliminate time-consuming manual data entry by leveraging pre-defined metadata fields from SharePoint.
• Inefficient Uploads: Instead of uploading files one by one, team members can upload one or more files with drag-and-drop functionality, saving time and effort.
• Inconsistent metadata: Use the managed metadata from SharePoint within Dynamics, with automatic metadata synchronization.

In summary, Drag & Drop and Metadata for Dynamics 365 CE empowers businesses to streamline data management processes, improve team productivity, and gain valuable insights from their Dynamics 365 data.

Great in combination with
⊛ CB Dynamics 365 to SharePoint Permissions Replicator - Secure your Dynamics 365 (CRM) documents stored in SharePoint by automatically synchronizing all Dynamics 365 permissions with SharePoint privileges.
⊛ SharePoint Structure Creator - Automatically create document libraries in SharePoint based on defined rules to avoid reaching unique permission scope limitations
⊛ CB Dynamics 365 Seamless Attachment Extractor - Save valuable Dynamics 365 database space by automatically moving attachments to alternative storage
⊛ Truth Enforcer for SharePoint - Digitally seal your SharePoint documents to accelerate your business data compliance and be ready for your next audit