Introduction
Why metadata fields? Follow Microsoft best practices and use metadata fields to store, organise and search for documents in Microsoft SharePoint and Dynamics 365.
Microsoft SharePoint best practices state that implementations should make use of metadata fields to improve user-experience, system performance and document organisation. Dynamics 365 out-of-the-box integration with SharePoint is very helpful but creates too many folders and sub-folders, making it not ideal for complex scenarios. Best practices are important and with our solution metadata integration is now possible between both systems.