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Customer experience | Sales, Customer Insights,...
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Full text search on sharepoint files directly in dynamics crm

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Hi all,

Is it possible to integrate full text search based on sharepoint files directly in dynamics crm online and not by opening sharepoint to do this? 

  1. Many thanks 
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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Community member,

    Thank you for your query. We have an addon SharePoint Metadata Capture which is available on AppSource please find the link below. I hope this add-on will help to address your issue and more.

    appsource.microsoft.com/.../solzit.solzitaddon_spsmetadata

  • Community Member Profile Picture
    on at

    With this solution I'm able to do full text search. Can i search a specific word in a document?

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Community member,

    Please have a look at the link it has all the details of this addon: www.solzit.com/.../

  • Community Member Profile Picture
    on at

    Thanks for your reply but i've installed this solution and this solution doesn't contain full text search option. This solution only permit to manage metadata.

    I need to search specifics words inside a document which is stored in sharepoint directly in Dynamics CRM.

  • Community Member Profile Picture
    on at

    Hi Dos, 

    The current version of the addon SharePoint Metadata Capture for Dynamics 365 CRM doesn’t offer the feature to research words inside documents stored in SharePoint. For more details, you can have a look at the video link mentioned below.

    Video link: https://www.youtube.com/watch?v=WWOzcwJmQDY

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