Mind Map Visualization of complex family structures, entities, trust beneficiaries, et al.Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft Business Applications MVP, Angeliki Patsiavou, alongside the latest news and community blogs. Stop Starting and Start Finishing with #1 Project management App – Kanban Board for Microsoft Dynamics 365 CRM and Dataverse Ultimate Microsoft Dynamics 365 CRM integration with SharePoint to Manage Attachments/Documents/Security Privileges et al!Īttach2Dynamics: A Cost-Effective Solution for Saving Microsoft Dynamics 365 CRM Storage Space Interactive checklists/plans for your Business Processes to improve sales activities within Microsoft Dynamics 365 CRM! Leveraging Power Platform and Outsourced Development for Innovation and Efficiency: A Guide for CTOs Until then – Stay safe and Stay Organized! Category: Marketing SharePoint Security Sync Tags: Document Management, SharePoint Integration To know more about this interesting new feature, download SharePoint Security Sync from our website or Microsoft AppSource for a trial period of 15 days.Īnd let us know your thoughts and views about this latest feature at check out our popular visualization apps – Kanban Board and Map My Relationships – which will enable you to view Dynamics 365 CRM data in Kanban View and Mind Map View. This is quite helpful in segregating and storing CRM data as per your requirement in SharePoint. Similarly, you can customize the document library structure alphabetically or based on any particular field name in CRM records. Now based on this setting a half yearly document library will be created in SharePoint for whichever Account entity record created for that particular period. Further you can also customize the record folder structure in SharePoint by using logical name, text or a combination of both logical name and text. All you have to do is set ‘Period type’ to ‘ X Month’ and ‘Duration’ to ‘6’ for Account entity. Here, you can create a periodical document library for six months and save documents/attachments related to that period in it. You can customize the document library structure By Period (periodically), By Starting Character (alphabetically), or Custom (based on any particular field name).įor example, suppose you want to store half yearly CRM data of Accounts entity in SharePoint. It allows you to customize both the library structure as well as the record folder structure in SharePoint site. With this latest feature of SharePoint Security Sync you can create your own document library structure within SharePoint for storing documents/attachments. Now let’s find out what is this new feature all about. And now with its latest feature – Custom Folder Structure – managing and storing Dynamics 365 CRM data in SharePoint has become a piece of cake. A preferred app on Microsoft AppSource, SharePoint Security Sync is a comprehensive solution which integrates Dynamics 365 CRM with SharePoint and provides secure access to confidential documents stored in SharePoint. And for our Dynamics 365 CRM friends, SharePoint Security Sync is the apt app for this. Document/attachment management is the necessity of the day.
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