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How can we add metadata to files uploaded from Dynamics to SharePoint by remaining in Dynamics itself?
Can anyone suggest the possible answer?
Please have a look at the video link attached. www.youtube.com/watch
You can download this addon from AppSource to manage SharePoint Metadata from Dynamics 365 CE.
Capture document metadata while uploading the document to SharePoint from Dynamics 365 CE. Solution for capturing SharePoint document metadata within Microsoft Dynamics 365 CE
If you want to know more or need a custom implementation you can visit our website www.solzit.com or send your requirements at email@example.com
Can you suggest the procedure without using any third party connector?
There is no out-of-Box way, we have to do custom development.
For a not 3rd party option you may have to create your own uploader.
PCF Control with a file attached or drag and drop area, and the ability to specify the meta data, PCF control then loads file into SharePoint setting metadata.
You'll see a couple of examples PCF file uploaders (but without the metadata bit) in the PCF Gallery
Alternatively, create a File field (assuming you are on a current version) and then some other fields to hold metadata and then use Flow etc to move the file to SharePoint (but you would be doubling up file storage, copy in azure blob and copy in SharePoint)
pls refer this link,
I hope it helps,Thanks.Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365
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