In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards. This is where table creation from the SharePoint list… Read More »
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting… Read More »
Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to… Read More »
Coming from a Dynamics CRM/ Dataverse background and having written plugins and later flows using Common Data Service (Current Environment) connector, I was a little lost looking at the SharePoint trigger for When a list item is added or modified. With the CDS (CE) connector, when you use the When an item is created, updated,… Read More »
Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »
Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »
In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »
SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More »
In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource. Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »
Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More »