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Add meta data from Dynamics CRM

Dear Community,

 

We just integrated our annotations for opportunities, quotes, contracts and the like in Dynamics CRM with Sharepoint.

Now management would like to add a category (metadata) to files we upload to Sharepoint via the integration in Dynamics. (image below)SharepointMetaData.PNG

There are many custom software developments out there that let you add extra information to files:
1. https://www.crmsoftwareblog.com/2017/08/crm-metadata-saved-sharepoint-columns/ 

2. https://www.youtube.com/watch?v=WWOzcwJmQDY&feature=youtu.be

 

But all I need is a field, be it text or option, in which users can specify what type of document they are adding to Sharepoint via Dynamics. There must be a Flow we can think of that either:

- Generates a popup when clinking on "Upload" or "Save" asking users to choose a "Type"

- Assigns a "Type" to the file depending on a field in the same Dynamics entity (the status of the contract, for example)

- Opens a popup that let you choose a  "Type" to assign to the files selected in the dynamics view of Sharepoint 

- Just any way of saying "This file is this "Type"" 

 

Please let me know what you think is possible.


Thomas

 

"Type" being short for the Meta Data Characteristic. 

2 REPLIES 2
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Community Support
Community Support

Re: Add meta data from Dynamics CRM

Hi @RIdderxxl,

 

I think it is possible to add metadata into the Dynamic CRM, you could refer to this document:

Create edit metadata create new metadata or use existing metadata

 

But not sure generates a popup when clicking on "Upload" or "Save" asking users to choose a "Type" could be possible if the "Type" column is metadata. If it is a custom column in SharePoint library, you could set the column to require the column contains information, then if a file upload, there will be popup to let user set the Document type, maybe you could have a try:Annotation 2020-05-26 112652.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Highlighted
Regular Visitor

Re: Add meta data from Dynamics CRM

Hello @v-litu-msft

 

Thank you for you response, I have added the "Document Type" column to our Sharepoint but neither in Dynamics nor in Sharepoint am I prompted with a pop-up asking for information.

 

Dynamics:

 

Dynamics.PNG

Popup in Dynamics: DynamicsSave.PNG

Sharepoint:Sharepoint.PNG

 

Can we not make a flow that assigns a value to the column "MetaData" or "DocumentType" and which we can start from Dynamics? As in:
1. Select a document

2. Start flow

a. Pick Document Type from list

b. save

3. Flow assigns chosen Document Type to file in Sharepoint. 

 

With kind regards,


Thomas

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