The Best Way to Organize Documents When You Use the Dynamics 365 Integration with SharePoint
Looking for the best way to organize documents in Microsoft SharePoint? SharePoint Structure Creator is what you need https://www.connecting-software.com/s...
Great for increasing your team's productivity, it makes it easy for all the team to follow the best practices for document management, and, most importantly, it also prevents the problems of reaching the unique permission limits as your organization grows.
With SharePoint Structure Creator, productivity increases because you can get the SharePoint documents you have coming from Dynamics 365 structured as you want them. You define the rules that make sense for you and your organization and let SharePoint Structure Creator do the rest automatically. It is then straightforward to find the document you need on the SharePoint side.
You can use SharePoint Structure Creator either as a standalone product or as an add-on to your CB Dynamics 365 to SharePoint Permissions Replicator. CB Dynamics 365 to SharePoint Permissions Replicator secures the Dynamics 365 documents that you store in SharePoint, solving a significant security flaw in the out-of-box Microsoft integration (more on this in the links below)
SharePoint Structure Creator can be configured using the settings available or by using LUA scripting if you prefer. As an example of a script you could use to create a phonebook-like structure we present in the video the script:
function getFolderName()
local entityLogicalName = regardingObject.LogicalName:upper()
return {entityLogicalName, name}
end
function getLibraryName()
local firstChar =string.sub(name, 0, 1):upper()
return 'CRM Documents ' .. firstChar
end
✅ Want to know more? Talk to our experts
https://www.connecting-software.com/s...
---------------------------------------------------
📍 Products Pages:
▶ SharePoint Structure Creator
https://www.connecting-software.com/s...
---------------------------------------------------
▶ CB Dynamics 365 to SharePoint Permissions Replicator
https://www.connecting-software.com/d...
---------------------------------------------------
📍 Reading Material:
▶ Meet the major improvements of CB D365 to SharePoint Permissions Replicator
https://www.connecting-software.com/b...
---------------------------------------------------
▶ Website:
https://www.connecting-software.com/?...
---------------------------------------------------
▶ Email:
[email protected]