SharePoint Metadata – Enhance document searchability in Dynamics 365 CRM integration!

Organizations struggle with managing large amounts of information, leading to inefficiencies and decreased productivity. Metadata, which provides descriptive data about documents, can help address this challenge. However, Dynamics 365 Integration with SharePoint does not have native metadata features. Inogic's SharePoint Security Sync app offers metadata integration, allowing users to create custom columns, migrate notes in real-time, and build personalized document views. This enhances document management within Dynamics 365 CE by adding custom metadata fields for efficient search and organization. The app also supports real-time migration of note attachments and enables the creation and management of custom views. Users can quickly retrieve documents using metadata filtering, improving efficiency. Overall, the app enhances productivity, organization, and document handling within Dynamics 365 CRM. A 15-day free trial is available for those interested in trying out SharePoint Security Sync.

Article 4m Microsoft Dynamics 365 CRM Tips and Tricks

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