DocumentsCorePack supports the population of metadata into SharePoint. Proper configuration of Dynamics 365 and DocumentsCorePack for the Dynamics 365 Integrate SharePoint is needed as well. For further information visit this site.
Please note: Only base types are supported; taxonomy properties are currently not supported.
Example:
1 Access the Metadata section in DocumentsCorePack TemplateDesigner
If you are not sure how to access the template settings to set the SharePoint metadata, please have a look at this article first.
2 Add , edit, or delete a property
❶ [Add] a property,
❷ [Edit] or
❸ [Delete] existing properties by selecting them.
With any of these buttons you can open the ❹ “SharePoint Metadata Field Settings” for further setup.
3 Create a new property
If you want to create a new property, hit the [Add]-button. The “SharePoint Metadata Field Settings”-window pops up. Type in manually a chosen name of the SharePoint property or select an existing one in the ❶ drop down. Confirm with [Ok].
How to create, change or delete custom properties on SharePoint is described in this external blog by Microsoft.
The value of the property can be composed of Dynamics 365 fields and fixed text. More details about the supported syntax for this field can be found here.
4 Save your template
Before you can use or test your template you have to save it. Either you save your template locally with the standard “Save” or “Save as”-functionality of Word or you use the Save template-option of the DocumentsCorePack TemplateDesigner to publish the template to Dynamics 365.
5 Test your template [optional]
As you have made changes to your template you might want to test it quickly. A step-by-step description of how to test your template can be found here.
Related topics:
List of available template settings
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.