Getting users to consistently tag documents with SharePoint metadata is a challenge for any team that has integrated Dynamics 365 Customer Engagement with SharePoint. Yes, having the right metadata tags is useful for document retrieval, automation, and compliance. Nonetheless, most users see tagging with metadata as annoying extra work.
It’s understandable, as they need to leave Dynamics and go into SharePoint for tagging. Jumping between platforms is inconvenient, and as a result, many documents end up missing those metadata tags. This can make files much harder to find or manage later on and even break automations that are based on the tags. To solve this, you need to bring metadata capabilities directly into Dynamics 365, making tagging a natural part of daily work.
Fortunately, there’s an out-of-the-box way to let end users have exactly that: Drag & Drop and Metadata for Dynamics 365 CE. In this article, you’ll find straightforward answers to the most frequent questions about managing SharePoint metadata inside Dynamics 365 using this solution.
Read the full article with the quick reference FAQ in the CRM Software Blog:
Quick Reference FAQ for Drag & Drop Metadata for Dynamics 365 CE
For further details on setup, technical deep-dives, and maximizing business value with Drag & Drop Metadata for Dynamics 365 CE, check out these related articles:
The First Step to Smarter BPM in Dynamics 365: Enriching Documents with Metadata
Using SharePoint Metadata in Dynamics 365 for Better Document Management
How to Use Drag & Drop and Metadata for Dynamics 365 CE for Better Document Management
Why Can’t I Upload Multiple Files to Dynamics 365? (And What Are My Options?)
Drag & Drop Metadata for Dynamics 365 CE product page
The post Quick Reference FAQ for Drag & Drop Metadata for Dynamics 365 CE appeared first on CRM Software Blog | Dynamics 365.
