Multiple Document Location support, Ability to create folders, Support for delimiters–Introducing version 3.0 of our Sharepoint Metadata Manager and Attachment Extractor

Very excited to announce the release of Version 3.0 of our tool today. For trial and pricing, reach out to us at info@xrmforyou.com

What’s new in this version?

1. Support for multiple document location

Now our tool supports multiple document location for each record. By default, the documents are uploaded in the default document location. However user could go ahead and create a new document location for the record and upload.

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New Document location Creation screen.

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2. Ability to create Folders within a document location up to any level deep.

The tool now provides a feature to create folders in Sharepoint within a document location or within other folder to any level deep. This allows you to categorize your documents into document sets.

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3. Support for delimiter(#) and % in folder and file names

Traditionally # has always been treated as a delimiter for URL and hence folder and file names with # in it were not allowed in it until recently when the capability was added to Sharepoint. Our tool now leverages it and allows users to create file and folder with #. Also the URL encoding escape character % is supported as well.

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All this with the capability of Metadata upload, Multiple files upload, Drag and drop, automatic attachment extraction from notes.

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For trial and pricing, reach out to us at info@xrmforyou.com

Debajit Dutta

(Business solutions MVP)

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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