Dynamics 365 CE Metadata capture for SharePoint
Out-of-box SharePoint and Dynamics integration works well in most scenarios but not so if you wanted to add metadata. The SharePoint Metadata Capture add-on allows you to capture additional metadata for a document when the same is uploaded into the SharePoint Document library from Dynamics 365 CRM. The metadata is also available in Dynamics 365 CRM so that any action can be initiated at a later point in time.
This add-on enables you to capture additional metadata for documents when the same in uploaded into SharePoint document library from Dynamics 365 CE. It supports both SharePoint standard and custom metadata.
In order to enable automation the add-on uses the Metadata values and document links stored in Dynamics CRM. These helps initiate workflows or actions with Dynamics 365 CE.
This is a configurable solution that supports upto 3 metadata attributes of different datatypes. The configuration settings enable you to specify which is the metadata column is mandatory.