{"id":13350,"date":"2022-03-14T13:47:35","date_gmt":"2022-03-14T12:47:35","guid":{"rendered":"https:\/\/metashare.com\/?page_id=13350"},"modified":"2025-06-03T13:33:18","modified_gmt":"2025-06-03T11:33:18","slug":"crm-connector","status":"publish","type":"page","link":"https:\/\/metashare.com\/en\/solutions\/crm-connector\/","title":{"rendered":"MetaShare CRM Connector"},"content":{"rendered":"\n<p>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.<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Tag documents with metadata<\/li>\n\n\n\n<li>Choose which fields you want to tag a document with &#8211; for example; <em>company, person, quote<\/em> etc. The fields will be synchronized with SharePoint and managed as metadata.<\/li>\n\n\n\n<li>When you tag a document from SharePoint with for example the field &#8220;Company&#8221;, all companies are synchronized with Dynamics.<\/li>\n\n\n\n<li>In the document view in Dynamics, the documents related to the current company will be presented in the view.<\/li>\n\n\n\n<li>The documents themselves are managed from SharePoint by clicking on the MetaShare icon.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Benefits<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>All documents are tagged with relevant fields\/metadata and saved in SharePoint.<\/li>\n\n\n\n<li>It will be easier to search\/retrieve documents directly from SharePoint.<\/li>\n\n\n\n<li>You can use filters to find documents, e.g. all documents of the type <em>quotation<\/em>.<\/li>\n\n\n\n<li>Documents tagged with metadata in SharePoint open up opportunities for more functionality in O365:\n<ul class=\"wp-block-list\">\n<li>Create automatic flows through Microsoft Flow.<\/li>\n\n\n\n<li>Ability to automatically archive or delete documents from Dynamics<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<p><strong><a href=\"https:\/\/metashare.com\/en\/contact-us\/\" data-type=\"page\" data-id=\"6018\">Contact us for<\/a><\/strong>for help with setting up the MetaShare CRM Connector.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get more out of Dynamics 365 with the MetaShare&#8217;s CRM Connector &#8211; automate document management. Discover how! <\/p>\n","protected":false},"author":5,"featured_media":0,"parent":12712,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"element-controls":[81],"class_list":{"0":"post-13350","1":"page","2":"type-page","3":"status-publish","5":"element-controls-single-column","6":"no-featured-image-padding"},"acf":[],"_links":{"self":[{"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/pages\/13350","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/comments?post=13350"}],"version-history":[{"count":8,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/pages\/13350\/revisions"}],"predecessor-version":[{"id":99375,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/pages\/13350\/revisions\/99375"}],"up":[{"embeddable":true,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/pages\/12712"}],"wp:attachment":[{"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/media?parent=13350"}],"wp:term":[{"taxonomy":"element-controls","embeddable":true,"href":"https:\/\/metashare.com\/en\/wp-json\/wp\/v2\/element-controls?post=13350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}