Dynamics 365 and SharePoint Metadata Integration

Microsoft Dynamics 365 and Microsoft SharePoint native integration is great, but despite of the many evolutionary features added through out the years there are still some that customer wish were made available out-of-the-box. Metadata integration is one of them and we have the right solution for it.

Introduction What is included Get in touch


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.

What is included?

Extended Features

Leverage and extend without any downfalls the out-of-the-box integration features between Microsoft Dynamics 365 and SharePoint.

Quick Configuration

Enable the out-of-the-box D365 and SharePoint integration, define the metadata views and add the control to the form. Simple and easy!

Client-Side Calls

No dependency on server-side components! All features are implemented using client-side calls on both Microsoft SharePoint and Dynamics 365.

Intuitive Interface

Enable users with a simple and clean user-interface so that there’s no training needed – hit the ground running!