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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogSharepoint Metadata (Dynamics 365)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9868/sharepoint-metadata-(crm-2015).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Mon, 23 Nov 2015 13:47:00 GMT<p><span style="font-size: 11pt; font-family: Calibri;">The latest version of DocumentsCorePack Server Based supports the population of&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">metadata into SharePoint. </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">Proper configuration </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">of Dynamics 365 and DocumentsCorePack&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">for the Dynamics 365&nbsp;Integrate SharePoint is needed as well.</span></p> <p><span style="font-size: 11pt; font-family: Calibri;">&nbsp;Please note: Only base types are supported, taxanomy properties are currently not supported. </span><span style="font-size: 11pt; font-family: Calibri;">​</span></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;">The below screenshot shows a property that was created by DocumentsCorePack<br /> with data from Dynamics 365 (1). <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a><a title="Example of Sharepoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1209_SharepointM1_1.png" /></a></div> <br /> <em>Figure 1: Example of SharePoint Metadata</em><br /> If you are not sure how to access the template settings to set the<br /> SharePoint metadata, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9876/How to open the DocumentsCorePack Advanced Template Settings (CRM 2015)"><span style="text-decoration: underline; color: blue;">this article</span></a> first.</span></div> </div> <ol> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Access the SharePoint Metadata section <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a><a title="SharePoint Metadata section" href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM2_1.png" /></a></div> </strong> <em>Figure 2: SharePoint Metadata section <br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Add, edit or delete a property</strong><br /> - To add a property use the <em><strong>[Add]</strong></em>-button (1)<br /> - To edit a property select an element (4) and hit the <em><strong>[Edit]</strong></em>-button (2)<br /> - To delete a property select an element (4) and hit the <em><strong>[Delete]</strong></em>-button (3)<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a><a title="Add/Edit/Delete a property" href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM3_1.png" /></a></div> <em>Figure 3: Add/Edit/Delete a property<br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Create a new property<br /> </strong>After you have selected Add/Edit the <em>SharePoint Metadata Field Settings</em><br /> a window will pop up.<br /> You have to manually type the name of the SharePoint property. (1)<br /> How to create, change or delete custom properties on the Sharepoint is<br /> described in this <a href="https://support.office.com/en-us/article/Create-change-or-delete-a-column-in-a-list-or-library-72cfd78d-dcca-4fa6-b499-c89214917604"><span style="text-decoration: underline; color: blue;">external blog by Microsoft</span></a>. <br /> The value of the property can be composed of Dynamics 365 fields and fixed text.<br /> More details about the supported syntax for this field can be found <a href="http://www.mscrm-addons.com/Blog/PostId/9875/DocumentsCorePack Property Syntax (CRM 2015)"><span style="text-decoration: underline; color: blue;">here</span></a>.<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a><a title="SharePoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM4_1.png" /></a></div> <em>Figure 4: SharePoint Metadata<br /> <br /> </em> </span></div> </div> </li> <li><strong>Save your template&nbsp;</strong><br /> <span style="font-size: 11pt; font-family: Calibri;">Before you can use or test your template you have to save it. </span> <span style="font-size: 11pt; font-family: Calibri;">Either you save your template locally with the standard <em>Save</em> or <em>Save as </em></span> <span style="font-size: 11pt; font-family: Calibri;">the functionality of Word or you use the <em>Save template</em>-option of the </span> <span style="font-size: 11pt; font-family: Calibri;">DocumentsCorePack client in order to publish the template to Dynamics 365.</span> </li> <li> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Test your template [optional]<br /> </strong><span style="white-space: normal;">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</span><span style="white-space: normal;">&nbsp;</span><a style="white-space: normal;" href="http://www.mscrm-addons.com/Blog/PostId/9872/How to test a DocumentsCorePack template (CRM 2015)">here</a><span style="white-space: normal;">.</span> </span></div> </li> </ol> <div> <div><span style="font-size: 11pt; font-family: Calibri;">Related topics:<br /> <span style="text-decoration: underline; color: blue;"><a href="http://www.mscrm-addons.com/Blog/PostId/9874/Template Settings (CRM 2015)">List of available template settings</a></span></span></div> </div> <div> <div><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">&nbsp;</strong></div> <div><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <div> <div>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</div> </div>9868