SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability
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In this video, we’ll explore how SharePoint Security Sync enhances document management by Syncing Dynamics 365 CRM and SharePoint.
With the Metadata feature in SharePoint Security Sync, you can:
- Sync custom metadata columns to categorize and organize documents effortlessly.
- Create tailored views for faster, more precise document retrieval.
- Filter and locate files instantly using metadata.
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Inogic is a leading Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on Dynamics 365 CRM and the Power Platform since 2007.