Drag & Drop and Metadata
for Dynamics 365 CE

Managed Metadata in SharePoint refers to the formal, centrally managed classification system that allows for creating, defining, and managing taxonomies, keywords, and terms that can be applied to documents and other content within the SharePoint environment. It allows organizations to standardize the way information is labeled, making it easier for users to find and work with documents.

A term set in SharePoint is a group of related terms. Term sets are used to organize and manage metadata within SharePoint, providing a structured way to categorize and tag content across the platform.

Term sets can have either local or global scope:

1. Local term sets are created within a site collection and are only available for use and visible to users of that specific site collection.
2. Global term sets are available for use across all sites that subscribe to a particular Managed Metadata Service application.

Term sets can be configured as either closed or open:

1. Closed term sets do not allow users to add new terms when entering values for columns mapped to the term set.
2. Open term sets allow users to add new terms when updating values for columns mapped to the term set, provided the column itself is configured to allow fill-in choices.

By improving document management and metadata integration between Dynamics 365 CE and SharePoint, the solution creates a more structured and data-rich environment. This enables more efficient process documentation and monitoring, which supports BPM efforts by providing better-organized and readily accessible data associated with business processes.

The solution enhances document management and metadata integration between Dynamics 365 CE and SharePoint, resulting in more contextually rich and organized data. This provides the structured data necessary to optimize RPA workflows, making it easier to automate repetitive tasks that involve documents and related processes.

By streamlining document management and improving metadata integration between Dynamics 365 CE and SharePoint, the solution ensures better-organized and more accessible data. This data can serve as a valuable resource for Process Mining, offering insights into process flows and enabling the identification of inefficiencies or opportunities for optimization.

The maximum file size for upload is 50MB, which is the limit set by Dynamics 365. For larger files, we recommend uploading directly to SharePoint.

Yes, users can add and edit SharePoint's managed metadata directly within the Dynamics 365 CE interface.

Yes, all metadata updates are instantly synchronized between Dynamics 365 CE and SharePoint, providing a cohesive metadata management experience.

Drag & Drop and Metadata for Dynamics 365 CE supports Microsoft SharePoint 2016, 2019, and Online and Microsoft Dynamics 365 Customer Engagement, including Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service.

Yes, users can drag and drop one or multiple documents into Dynamics 365 CE simultaneously.

This solution significantly enhances document management and organization in Dynamics 365 CE by leveraging SharePoint integration and advanced metadata capabilities:

• It allows users to define and use custom metadata fields directly within Dynamics 365 CE, enabling better categorization and organization of documents.
• The solution makes categorization using metadata effortless, which in turn makes searching, reporting, and automating processes more efficient.
• Users can easily upload any number of documents within Dynamics 365 CE quickly and efficiently through the drag and drop functionality.
• By keeping Dynamics 365 CE documents in SharePoint and utilizing this solution, organizations can reach the next level of productivity in document management.
• The seamless integration between Dynamics 365 CE and SharePoint allows for better organization and accessibility of documents across both platforms.

These features combine to create a more streamlined, organized, and efficient document management system that enhances overall productivity within the Dynamics 365 CE environment.

Yes. You can use as many fields as needed and define what kind of metadata you want, such as status, document type, responsible person, or customer type.

Drag & Drop and Metadata for Dynamics 365 CE offers significant improvements over the native Dynamics 365 CE file upload functionality:

• Simplified upload process: Users can drag and drop multiple files simultaneously, streamlining the upload process compared to the native method.
• Metadata management: Users can edit metadata directly within Dynamics 365 CE and see instant updates in SharePoint, a feature not available in the native upload process.
• Efficiency: The solution allows for uploading any number of documents quickly and easily within Dynamics 365 CE, enhancing overall productivity.

By providing these enhanced capabilities, Drag & Drop and Metadata for Dynamics 365 CE significantly streamlines document management processes and improves overall productivity compared to the more limited native Dynamics 365 CE file upload functionality.

The solution supports as many metadata fields as needed.

Drag & Drop and Metadata for Dynamics 365 CE significantly enhances compliance and document security:

• Advanced metadata management: Users can easily define and edit SharePoint's managed metadata directly within Dynamics 365 CE, enabling precise document classification and effortless categorization.
• Automated compliance reporting: By capturing regulatory details in metadata fields, the solution allows for the automated generation of compliance reports, helping meet legal and policy standards with minimal effort.
• Streamlined document uploads: The drag-and-drop functionality for multiple files simplifies the upload process, reducing the risk of user errors that could lead to compliance issues.
• Improved searchability: Enhanced metadata management makes searching, reporting, and automating processes more efficient, supporting compliance efforts.
• Synchronization with SharePoint: Real-time synchronization between Dynamics 365 CE and SharePoint ensures consistent document management practices across platforms.

By combining these features, Drag & Drop and Metadata for Dynamics 365 CE streamlines compliance processes, enhances document security and significantly boosts productivity in managing regulatory requirements.