New smart way to customize SharePoint library structure and store Dynamics 365 CRM data with ease!

Though it is not a tough job but managing documents in Dynamics 365 CRM is a tiresome work. The outdated ways for managing documents/attachments have only added woes to the daily workload of CRM users. But, with the availability of numerous document management apps, our CRM friends have found a respite from this tiresome task.

SharePoint Security Sync (a Microsoft Preferred app) is one such popular document management app available for Dynamics 365 CRM users. It has enhanced the user experience and ensured secure access to confidential documents stored in SharePoint. And now with its latest feature – Custom Folder Structure – managing and storing CRM data in SharePoint has become a cakewalk for our CRM friends.

Now, let’s see how this latest feature can benefit you.

Custom Folder Structure

Creating your own document library structure within SharePoint for storing documents/attachments is now possible with this latest SharePoint Security Sync feature. Earlier, there were limitations for creating customized folder structure. But now you can customize both library structure as well as the record folder structure in SharePoint site. The document library structure ?can be customized in the following ways - By Period (periodically), By Starting Character (alphabetically), or Custom (based on any particular field name).

For example, let’s assume that you want to store half-yearly CRM data of Accounts entity in SharePoint. Here, you can create a periodical document library for six months and save documents/attachments related to that period in it. All you have to do is set ‘Period type’ to ‘X Month’ and ‘Duration’ to ‘6’ for Account entity . Further you can also customize the record folder structure in SharePoint by using logical name, text or a combination of both logical name and text.

Now based on this setting a half yearly document library will be created in SharePoint for whichever Account entity record created for that particular period.

Similarly, following the same steps you can customize the document library structure in alphabetical order or based on any particular field name in CRM records. This is quite helpful in segregating CRM data and avoid confusions while searching for them in SharePoint.

To know more about this handy feature, download SharePoint Security Sync from our website or Microsoft AppSource for a trial period of 15 days.

For personal demo or in case of any doubts related to document management, feel free to reach us out at [email protected]

Happy Holidays!