Drag & Drop and Metadata for Dynamics 365 CE
Upload multiple files at once to Dynamics 365 CE with simple drag and drop, while adding SharePoint’s metadata to documents directly inside Dynamics 365 to ensure organization and compliance.
how does this solution work?
Drag & Drop and Metadata for Dynamics 365 CE allows users to drag and drop one or multiple documents into Dynamics 365 CE. That's so much better than slowly uploading files one by one!
This solution also allows users to add SharePoint's metadata directly within Dynamics 365.
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.
All metadata updates are instantly synchronized between Dynamics and SharePoint, providing a cohesive metadata management experience.
You can enforce mandatory metadata, and have available other actions such as folder creation, renaming, or deleting files and folders.
You can use this with many types of metadata: managed metadata, date, text, choice, number, yes/no, and multiple lines of text.
The solution supports Microsoft SharePoint 2016, 2019 and Online and Microsoft Dynamics 365 Customer Engagement, including
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Field Service.
WhAT ARE THE BENEFITS?
Increased Productivity
Users can quickly tag with metadata in Dynamics and they can also upload multiple files at once. This, together with faster searches, boosts their productivity.
Optimized Organization
By applying metadata, users improve file organization in both Dynamics and SharePoint. This makes locating files, creating reports, and automating flows easier.
Multiple Uploads
With the drag-and-drop functionality, users can attach multiple documents simultaneously to entities within Dynamics 365 CE. This reduces the time each user needs for uploads.
Improved Compliance
By capturing all required regulatory details in metadata fields, you can automate processes and generate reports as needed to maintain compliance with legal and policy standards.
Enterprise Challenges
9%
of total work time
Workers toggle applications roughly 1200 times each day, which adds up to just under four hours each week.
Our Solution
Eliminate App Switching
Our solution enables seamless drag & drop functionality and centralized metadata management directly within Dynamics 365 CE, saving hours wasted on switching between systems.
Enterprise Challenges
12%-20%
Increase in Productivity
An increase of 12 - 20% in productivity comes from employee satisfaction with their workflow being straightforward.
Our Solution
Empower Teams & Boost Morale
By simplifying file management and automating routine tasks, our solution frees up your team to focus on what matters, driving both productivity and employee satisfaction.
Source: Harvard Business Review, 2022
USE CASES
Faster Document Retrieval
Challenge: Users can take a long time to locate specific documents, negatively impacting efficiency and timely decision-making.
Solution: With Drag & Drop and Metadata for Dynamics 365 CE, users can categorize documents with detailed SharePoint metadata without having to leave Dynamics. You can have the most important metadata fields as mandatory. This ensures timely metadata updates in both Dynamics and SharePoint, streamlining document organization in both platforms.
Advantages: With the classification done with the metadata tags, users experience significant time savings as locating documents becomes a matter of seconds rather than minutes. This enhances productivity and supports faster, data-driven decisions, as important information becomes readily accessible.
Retention Policy Automation
Challenge: Retention policies can be automated based on metadata, but you need users to apply retention labels consistently across files.
Solution: Using Drag & Drop and Metadata for Dynamics 365 CE and mandatory metadata fields, users can instantly tag files with compliance-related information. These tags can then be used in Microsoft Purview Compliance Manager or other tools to trigger retention actions, such as archival or deletion, for compliance with regulations or internal policies.
Advantages: This structured approach ensures better user adoption, consistent metadata and regulatory compliance. By automating retention based on metadata, organizations strongly reduce the need for manual oversight over file retention, which is relevant for both compliance and operational efficiency.
Approval Procedures Automation
Challenge: Ensuring approval processes are consistently followed by automating them based on metadata to avoid delays and inefficiencies.
Solution: Use metadata tagging through Drag & Drop and Metadata for Dynamics 365 CE to categorize content. Automated approval workflows in Microsoft Power Automate can then be implemented based on these tags. Configure these workflows to automatically route documents or requests to appropriate individuals for approval, ensuring consistent execution.
Advantages: By automating approval procedures, organizations can reduce processing time, minimize human errors, and ensure a consistent approval trail. This type of automation not only boosts operational efficiency but also ensures adherence to compliance requirements, providing a clear audit trail of decisions.
BETTER TOGETHER
CB Dynamics 365 to SharePoint Permissions Replicator
SharePoint Structure Creator
CB Dynamics 365 Seamless Attachment Extractor
Truth Enforcer for SharePoint
Drag & Drop and Metadata for Dynamics 365 CE
METADATA DONE RIGHT
FOR DYNAMICS 365 CE & Sharepoint
Here is the key takeaway: If you keep your Dynamics 365 CE documents in SharePoint, Drag & Drop and Metadata for Dynamics 365 CE is the best way to handle metadata and upload to achieve increased productivity.
- Categorization using metadata is effortless, making searching, reporting, and automating more efficient
- Upload of any number of documents within Dynamics becomes easy and fast
