Dynamics 365 CRM and SharePoint currently operate with a structured system that lacks the flexibility to meet the growing demands of businesses. To enhance adaptability, SharePoint has introduced metadata functionality, making the system more dynamic and responsive to changing business needs.
Metadata Scenarios: From Structured Systems to User-Generated Tags
Metadata in simple words stands for information about the data!
SharePoint provides various ways to manage metadata, ranging from structured systems to flexible, user-driven methods. You can set up organized taxonomies (A taxonomy is a system that organizes and classifies information into categories, arranged in a hierarchy for easy understanding and management.) with predefined terms, or let users tag content with their keywords.
SharePoint also gives you the freedom to choose how much control and structure you want for metadata. You can decide:
Whether to apply metadata mapping rules across all sites or only on specific ones.
Whether term (A term is a word or phrase linked to an item on a SharePoint site. It’s essentially one entry in a group of related terms, called a term set. For example, Consider Case: Open and Close) sets should be open for users to contribute or closed to only managed terms.
Whether to use enterprise keywords along with managed terms or not.
This flexibility helps organizations combine the advantages of a well-structured system with the dynamic, user-driven approach of tagging, customized to meet their needs.
Yes, that’s true! Mapping your CRM data to SharePoint Custom Columns has now become essential while working with diverse organization structures and needs.
Inogic has paid attention to these rising needs and developed a solution called SharePoint Metadata, a gateway to mapping Dynamics 365 CRM data with SharePoint’s custom column.
How does it help you?
With SharePoint Metadata you can:
Map the CRM field value with SharePoint Custom Column:
Users can simply select a CRM field and link it to the corresponding SharePoint column by clicking on the desired column name.
Benefits:
Easily synchronize data between CRM and SharePoint, ensuring accuracy and consistency.
Enjoy the flexibility to meet a variety of business requirements.
Move notes and their details instantly:
Users can transfer attachments and related information directly to the designated custom column during the attachment migration process due to enhanced mapping capability.
Benefits:
Keeps attachments and their details organized.
Ensures seamless migration without manual intervention.
Reduces errors by automatically mapping data to the right place.
Sync Custom View Between SharePoint and Dynamics 365 CRM:
Automatic sync of custom SharePoint views with Dynamics CRM ensures team members can access tailored views instantly across both platforms.
Benefits:
Enhances collaboration with seamless access to customized views.
Speeds up document retrieval, boosting team productivity.
Filtering for easy searchability:
Seamless sync of SharePoint metadata custom columns and views with Dynamics 365 CRM enables users to filter data directly in CRM using SharePoint’s custom column names.
Benefits:
Simplifies data filtering and organization within CRM.
Enhances productivity by providing quick access to relevant information.
SharePoint Metadata is just one string under the umbrella of the SharePoint Security Sync app. In addition to managing SharePoint Metadata, the app enables seamless synchronization between the CRM security model and SharePoint, ensuring robust security and privacy. This security extends beyond the environment-level privileges to include file-level synchronization, granting access privileges across the organization. It also supports both single-file and bulk-file migration.
Curious about SharePoint Security Sync’s metadata? Click here to discover more about this smarter and more secure approach to document management!
Initiate your 15-day free trial by downloading the solution from the Inogic website or Microsoft AppSource. For more information or a live demo feel free to contact us at crm@inogic.com
