Set metadata for files uploaded in SharePoint from CRM – CRM and sharepoint integration -New version release announcement!

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We are delighted to announce the release of the next version of our tool – Sharepoint Attachment Extractor and Metadata Manager. For readers who are new to this tool, this tool enables you to upload documents to Sharepoint with multiple metadata as well as host of other features like

    • Allows you to create and edit Metadata related to files from CRM. This version allows up to five metadata fields per entity and also provides the option to restrict the metadata values to a specific set of values or free text.
    • Dynamic adding and removal of the SharePoint section on the form of an entity just through configuration page that comes with the tool. Also you can place the SharePoint section on multiple forms for the entity.
    • Upload up to five files at one go along with the option to enter metadata for each file. Also size limit of file not constrained by the attachment size limit in CRM
    • Automatically moving the document from the annotations section of CRM to Sharepoint.
    • Behaves in conformance with the security privileges of the user in CRM for the record on which the SharePoint section is being shown.

You can download the detailed documentation from this link –

For trial and pricing, please write to us at

So what’s new in Version 2.0?

1. Performance

Our team have worked greatly on the performance issues especially during metadata update and also during upload of five files with metadata. The current version is ~1.5x faster than its previous version in terms of interaction with SharePoint

2. UI in conformance with Dynamics V9.0

The entire look and feel of the Sharepoint Grid control has been revamped in conformance with the new version of CRM. The grid contains a host of features including

  • Column resizing
  • Improved Searching logic
  • Sorting
  • Paging
  • Document reload
  • Drag  & Drop

Screenshots for reference.




3. Ability to specify column ordering for metadata

The tool now comes with the capability to enable column ordering for metadata.



All of this and much more to offer. Reach out to us to know how we can help you.

For trial and pricing, please write to us at

-Debajit Dutta

(Dynamics MVP)

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