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

Inogic

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Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of information. To address these issues industry needs a solution that allows better classification, organization, and streamlined searches, ultimately enhancing overall efficiency and collaboration within the organization.

This is where METADATA becomes a game-changer.

But what is exactly Metadata?

Metadata is data that offers insights or details about other data. Essentially, it’s the descriptive data about a document or record, helping you understand its context, content, and how it should be managed.

But Dynamics 365 Integration with SharePoint doesn’t have this feature natively. So, how’s this possible?

Answer is simple!

With the latest metadata features in Inogic’s SharePoint Security Sync app, users can effortlessly create custom columns, migrate notes in real-time, and build personalized document views, enhancing document management within Dynamics 365 CE. This app offers seamless integration with a context-aware UI, allowing users to classify documents in SharePoint by adding custom metadata fields like Account Name, Job Title, or Estimated Close Date for efficient search and organization. With features like real-time note migration and synchronized views, businesses can streamline data access and organization, boosting productivity and ensuring vital information stays accessible across both SharePoint and Dynamics 365 CRM.

What does this Metadata feature offers in Dynamics 365 CRM and SharePoint integration?

Effortless Metadata Syncing in Dynamics 365
Supports Real-time Migration of Note Attachments
Easily Creates and Manage Custom Views for Dynamics 365 CRM
Fast Document Retrieval Using Metadata Filtering

Benefits of Metadata in your CRM document management:

Enhanced Document Organization: Metadata columns help categorize and retrieve documents easily within Dynamics 365 CRM.
Improved Searchability: Metadata filtering allows users to quickly find documents based on specific criteria like region or customer status, saving time.
Real-Time Synchronization: Notes and metadata are instantly synced between Dynamics 365 and SharePoint, ensuring up-to-date information.
Streamlined Workflow with Custom Views: Custom views created in SharePoint sync with D365 CRM interface, offering tailored document displays for teams.
Seamless Integration: Integrates smoothly with Dynamics 365 CRM, enabling metadata management directly within your CRM.
Increased Productivity: Metadata filters simplify document management, improving efficiency and reducing clutter.… Read More »