Document Manager

With Document Manager you are able to enjoy the functionality of: dragging and dropping of documents to notes in Microsoft Dynamics 365, storing documents in Microsoft SharePoint integrated within the Microsoft Dynamics 365 user interface, extracting of documents using Microsoft Attachment Management and using e-mails and appointments with attachments. A process can be initiated completely automatically when a note is added to Microsoft Dynamics 365.

You can manage your document security level and define SharePoint structured document repository rights from within Microsoft Dynamics 365. By configuration, you can easily determine where the document is stored in a SharePoint Online collection, specific site, folder or library. Set up for determining which metadata from Dynamics 365 is stored together with the document in SharePoint Online is easily done. This simplifies retrieving the documents in SharePoint Online.