Dynamics 365 Document Management solution for managing metadata synchronisation with Sharepoint Online.
The ability to replicate and synchronise metadata information between Dynamics CRM/365 entities and Sharepoint is a missing feature in managing records and information in Dynamics 365. This Dynamics 365 solution aims to fill the gap by providing a fully automated solution to enable the synchornisation of CRM entity's attribute values and metadata information to Sharepoint Online.
- Granular control of mappings between Dynamics entities and Sharepoint library fields.
- On-demand real time synchronisation upon changes to Dynamics entity's attributes.
- Supports automated separation of Sharepoint document libraries when the total number of items reaches certain threshold.
- Self contained background synchronisation on existing entitties and records.
- Supports restricting of uploading attachments to Notes enabled Dynamics 365 entities.
- Supports real time migration of Notes attachments to associated Sharepoint document library.
- Supports restricting of uploading attachments by file types.
- Supports restricting of uploading attachments with maximum file size.
- Self contained background synchronisation on existing entitties and records.
- Supports uploading of Email attachments to Sharepoint.
- Self contained background synchronisation on existing entitties and records.