SharePoint Metadata Capture for Dynamics 365 CRM

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Dynamics 365 is a whole packaged solution which covers all the industrial needs. We offer an industry focused system like education, automotive, healthcare, legal, manufacturing, etc or even departmental specific modules such as Sales, Marketing, Inventory Management and many more.  

Our one of the developed Add-On is SharePoint Metadata Capture from a Dynamics 365 CRM, it is an advanced add-on which will help to overcome the metadata sharing to Dynamics problem. It allows to sync metadata with SharePoint and trigger actions based on metadata.

This add-on updates metadata in SharePoint after the document is uploaded in the document library. We can find metadata in Dynamics 365 CRM as well. So that any action can be initiated at a later point in time based on the document metadata.

•      Sync Metadata: This Add-on allows to capture additional metadata for documents when it is uploaded into SharePoint from Dynamics 365 CRM. This is an advanced add-on that supports both SharePoint standard and custom metadata as well.

•      Actionable Metadata: With this add-on metadata values and document link can be stored in Dynamics CRM. It also enables you to initiate workflows or actions with Dynamics CRM based on metadata values.

Out-of-box SharePoint and Dynamics integration works well in most scenarios but not so if anyone wanted to add metadata. The SharePoint Metadata Capture add-on allows to capture additional metadata for a document when the same is uploaded into 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.

MICROSOFT DYNAMICS 365 CAPABILITIES: -

• Customer Service CRM - Dynamics 365 for customer service keeps you manageable with all the interactions, documents, and billing information of your customers.
• CRM For Marketing - Dynamics 365 for marketing offers you an integrated platform that allows a seamless flow of leads information between sales and marketing.
• Sales Force Automation - Dynamics 365 for sales enables you to build a strong relationship with your customers.
• CRM For Field Service - Dynamics 365 for field service offers you a customer-centric experience by bringing scheduling, routing, inventory management, available resources, and service history.
• Project Service CRM - Project Services helps you and your team to deliver billable projects on time and within budgets.
• Dynamics 365 Portals - Portal is a single platform which gives a complete extendable and configurable personalized experience to your customers, partners or internal employee with specific CRM data and functionality visible in their customized Dynamics 365 portals.