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Sharepoint Metadata (Dynamics 365)

The latest version of DocumentsCorePack Server Based supports the population of metadata into SharePoint. Proper configuration of Dynamics 365 and DocumentsCorePack for the Dynamics 365 Integrate SharePoint is needed as well.

 Please note: Only base types are supported, taxanomy properties are currently not supported.

The below screenshot shows a property that was created by DocumentsCorePack
with data from Dynamics 365 (1).

Figure 1: Example of SharePoint Metadata
If you are not sure how to access the template settings to set the
SharePoint metadata, please have a look at this article first.
  1. Access the SharePoint Metadata section
    Figure 2: SharePoint Metadata section

  2. Add, edit or delete a property
    - To add a property use the [Add]-button (1)
    - To edit a property select an element (4) and hit the [Edit]-button (2)
    - To delete a property select an element (4) and hit the [Delete]-button (3)
    Figure 3: Add/Edit/Delete a property

  3. Create a new property
    After you have selected Add/Edit the SharePoint Metadata Field Settings
    a window will pop up.
    You have to manually type the name of the SharePoint property. (1)
    How to create, change or delete custom properties on the 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.
    Figure 4: SharePoint Metadata

  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 the functionality of Word or you use the Save template-option of the DocumentsCorePack client in order 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.
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