How does this solution work?

Drag & Drop and Metadata for Dynamics 365 CE allows users to add SharePoint's managed metadata directly within Dynamics 365. You can use as many fields as needed and define what kind of managed metadata you want, such as status, document type, responsible person, or customer type. All metadata updates are instantly synchronized between Dynamics and SharePoint, providing a cohesive metadata management experience. This solution also allows users to drag and drop one or multiple documents into Dynamics 365 CE. That's so much better than slowly uploading files one by one!

Features

• **Increased Productivity: **Users can quickly tag with managed metadata in Dynamics and they can also upload multiple files at once. This, together with faster searches, boosts their productivity.
• **Optimized Organization: **By applying metadata, users improve file organization in both Dynamics and SharePoint. This makes locating files, creating reports, and automating flows easier.
• **Multiple Uploads: **With the drag-and-drop functionality, users can attach multiple documents simultaneously to entities within Dynamics 365 CE. This reduces the time each user needs for uploads.
• **Improved Compliance: **By capturing all required regulatory details in metadata fields, you can automate processes and generate reports as needed to maintain compliance with legal and policy standards.