MetaShare CRM Connector creates a link between Dynamics CRM and SharePoint, making it much easier to find and work with documents in both Dynamics and SharePoint/MetaShare.
- Tag documents with metadata
- Choose which fields you want to tag a document with – for example; company, person, quote etc. The fields will be synchronized with SharePoint and managed as metadata.
- When you tag a document from SharePoint with for example the field “Company”, all companies are synchronized with Dynamics.
- In the document view in Dynamics, the documents related to the current company will be presented in the view.
- The documents themselves are managed from SharePoint by clicking on the MetaShare icon.
Benefits
- All documents are tagged with relevant fields/metadata and saved in SharePoint.
- It will be easier to search/retrieve documents directly from SharePoint.
- You can use filters to find documents, e.g. all documents of the type quotation.
- Documents tagged with metadata in SharePoint open up opportunities for more functionality in O365:
- Create automatic flows through Microsoft Flow.
- Ability to automatically archive or delete documents from Dynamics
Contact us forfor help with setting up the MetaShare CRM Connector.