SharePoint Attachment Extractor & Metadata Manager
Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.
Off late SharePoint integration enables document management capabilities in Microsoft Dynamics CRM. Despite many evolutionary features still there are lot of scenarios Where Dynamics CRM users face in their day to day life which cannot be achieved by Out Of Box Dynamics CRM SharePoint integration.
Key Features
SharePoint Attachment Extractor and Metadata Manager for Dynamics CRM developed by XrmForYou helps in achieving the below features :
-
Managing Sharepoint Metadata from within the Dynamics CRM application and also allows multiple File upload at one go
-
Automatically moving attachments from Notes (annotation) entity to Sharepoint.
-
Drag and drop feature to attach the files Seemingly
-
Implementation of CRM security on Sharepoint point attachment section.
-
Seamless Sharepoint attachment from within CRM entity forms.
-
Implementation of CRM security on Sharepoint point attachment section.