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Add metadata from Dynamics to Sharepoint

Posted on by 47

How can we add metadata to files uploaded from Dynamics to SharePoint by remaining in Dynamics itself?

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Add metadata from Dynamics to Sharepoint

    Hello,

    pls refer this link,

    https://powerusers.microsoft.com/t5/Building-Flows/Add-meta-data-from-Dynamics-CRM/td-p/571493



    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,750 on at
    RE: Add metadata from Dynamics to Sharepoint

    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

    pcf.gallery/categories

    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)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add metadata from Dynamics to Sharepoint

    Hi Anand,

    There is no out-of-Box way, we have to do custom development.

  • Anand Profile Picture
    Anand 47 on at
    RE: Add metadata from Dynamics to Sharepoint

    Can you suggest the procedure without using any third party connector?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add metadata from Dynamics to Sharepoint

    Hi Anand,

    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.

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

    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 info@solzit.com

  • Anand Profile Picture
    Anand 47 on at
    RE: Add metadata from Dynamics to Sharepoint

    Can anyone suggest the possible answer?

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