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ReportDear Community,
We just integrated our annotations for opportunities, quotes, contracts and the like in Dynamics CRM with Sharepoint.
Now management would like to add a category (metadata) to files we upload to Sharepoint via the integration in Dynamics. (image below)
There are many custom software developments out there that let you add extra information to files:
1. https://www.crmsoftwareblog.com/2017/08/crm-metadata-saved-sharepoint-columns/
2. https://www.youtube.com/watch?v=WWOzcwJmQDY&feature=youtu.be
But all I need is a field, be it text or option, in which users can specify what type of document they are adding to Sharepoint via Dynamics. There must be a simpler way we can think of that either:
- Generates a popup when clinking on "Upload" or "Save" asking users to choose a "Type"
- Assigns a "Type" to the file depending on a field in the same Dynamics entity (the status of the contract, for example)
- Opens a popup that let you choose a "Type" to assign to the files selected in the dynamics view of Sharepoint
- Just any way of saying "This file is this "Type""
Please let me know what you think is possible.
Thomas
"Type" being short for the Meta Data Characteristic.
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