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Dynamics 365 general forum

Set metadat when uploading a document in Dynamics 365

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Posted on by 95

Hello everyone!
I have a question.
It's about the CRM and SharePoint.
It's like when we upload documents into an entity (whether PDF, Word or Excel file),
that this data is transferred to SharePoint.
Now my question is:
Is there a way to transfer metadata to the documents that are uploaded to the CRM so that you can easily find the documents in SharePoint using this metadata?

Thank you very much for the answers.

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