Document Management For Dynamics

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Features

  1. Metadata - Metadata synchronization between Dynamics 365® Entities and SharePoint® Online.

    1. Automated the migration entity attributes data SharePoint® Online corresponding metadata fields.
    2. Automate the assignment fields to Default Document view in SharePoint® Online for ease of usability.
    3. Automated background synchronization of existing entity records to SharePoint® Online.
    4. Metadata synchronization to SharePoint® Online library folder and document levels.
  2. Security - Security synchronization between Dynamics User/Team/Roles and SharePoint® security access controls.

    1. Automated migration of Entity security access controls to SharePoint® Online document folder and files
    2. Supports replication of security access control in Dynamics 365® entity record Sharing to SharePoint® Online document folder and files.
  3. Activity Notes Attachments - Migration of Dynamics 365® activity Notes Attachments to SharePoint® Online.

    1. Automated migration of Activity Notes attachments to SharePoint® Online.
    2. Entity-based prevention of attaching files to activity Notes in Dynamics 365®.
    3. Entity-based prevention of attaching files based on file mime types and file size to activity Notes in Dynamics 365®.
    4. Automated background synchronization of existing activity Notes attachments to SharePoint® Online.
  4. Email Attachments - Migration of Dynamics 365® Email Attachments to SharePoint® Online.

    1. Automated migration of Email attachments to SharePoint® Online.
    2. Automated background synchronization of existing Email attachments to SharePoint® Online.