Add metadata to your SharePoint files, Drag & drop, Multiple Document Location, multiple documents at one go and many more–the new version of Sharepoint metadata manager & attachment uploader

Pleasure to announce that we are releasing a new version of most successful utility – “SharePoint metadata manager and attachment uploader”.

What does this new release contain?

1. Support for multiple document location feature for a record.

Our previous versions of the tool relied on the OOB CRM-SharePoint integration feature and hence the user did not have an option to upload a document for a record in a folder of his choice. Going forward, users will have the option to create a document location on the fly and update documents for the record.

2. Alternate method of authentication with the Sharepoint APP model instead of using a username and password.

The tool now supports an alternate method of authentication using the Sharepoint add-in. In this way, the tool no longer need to depend on a Sharepoint username and password.

3. It’s faster now!

Our team continuously works on this and now we have made some platform changes to make our tool faster.

Apart from all this it already carries the wonderful functionality it had in it’s previous versions.

  • Ability to add/ edit metadata in Sharepoint through CRM
  • Ability to upload more up-to five documents at one go with metadata.
  • Drag and drop.
  • Control behavior in compliance with the CRM security
  • Automatically moving attachments from notes to Sharepoint

For trial write to us at – info@xrmforyou.com

Documentation and video link – http://www.xrmforyou.com/sharepoint-integrator.html

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Debajit Dutta

(Dynamics MVP)

For consultation/ corporate training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

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