Integrate Dynamics CRM on-premise with SharePoint online without IFD? Try out the SharePoint Attachment Manager from XrmForYou

Sometime back I wrote a blog on the common obstacles faced while setting up CRM on-premise integration with SharePoint online. We have a very detailed documentation from Microsoft which explains the step by step details on how to do the same.

While these documentation are very detailed, everyone will agree that it’s quite an effort to actually set up this integration. Not to forget the very basic requirement is to expose your CRM environment over IFD. In Microsoft’s own words – “The Dynamics 365 (on-premises) deployment must already be configured and available through the Internet“

While configuring this may not be the most difficult task in the world, unfortunately many clients won’t be agreeing to do this. For some CRM instance must be restricted access behind the firewall.

Are you in a similar situation where your client is not willing to go online or expose their CRM instance over the internet and still want document management to be enabled in few steps. Well our SharePoint attachment and Metadata Manager utility would help you do that with very few configuration steps and without any configuration changes or installations on your CRM or SharePoint side.

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

Feature wise it’s just one of the few features our Utility provides which is not provided out of the box. Below are some of the salient features.

• Ability to upload multiple metadata for a file.
• Ability to upload multiple files using drag and drop
• Ability to edit metadata for each each file
• Embed a SharePoint document control on the form of your choice instead of viewing in from related section

Not to forget you have multiple configuration options which you can configure easily using the tool’s configuration page.

• Ability to embed the control on the form of your choice
• Ability to create multiple metadata of type text or optionset
• Ability to automatically move the documents from Notes in CRM to SharePoint

For more details, you can check out the documentation here.

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

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Debajit Dutta
Business Solutions MVP