SharePoint Metadata When Integrating With Dynamics - Best Practices Analysis

Effective document management is essential for organizations leveraging both SharePoint and Dynamics 365. When integrating these platforms, following metadata best practices is crucial for ensuring optimal efficiency and collaboration.

This whitepaper by Connecting Software:

• Discusses the use of metadata in SharePoint, including terms and term sets, and their importance in consistent tagging and document management.
• Explores the integration of metadata within Dynamics 365, highlighting key benefits such as automated workflows, better reporting, and improved user experience.
• Offers practical guidance on metadata tagging best practices to maximize efficiency, searchability, and compliance in document management.

Suggested reading: 

How to Use Drag & Drop and Metadata for Dynamics 365 CE for Better Document Management

Drag & Drop and Metadata for Dynamics 365 CE