Product documentation
For most organizations accessible, safe and affordable storage of documents is essential. Did you know that most of your Microsoft Dynamics 365 database consists of documents stored as notes or attachments?
Document Manager moves documents to Microsoft SharePoint Online, releasing valuable space in your Microsoft Dynamics 365 data storage. Documents are replaced with links inside Microsoft Dynamics 365 so users have the same experience when accessing their files directly. Users of Document Manager have the ease of uploading files through an interface that allows simple drag and drop, directly from within Microsoft Dynamics 365. An integrated control can be placed anywhere on forms to transform any form into a drop zone for files.
The standard Microsoft Dynamics 365 Customer Engagement document management solution stores documents in an unstructured way and without metadata in SharePoint. Quite often there is a need to store documents inside SharePoint in an structured way, attach metadata to the documents and authorize only those people to the documents that are actually allowed to get access to the documents. Document Manager from HSO does exactly this.
With Document Manager you are having 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 Microsoft Dynamics 365 is stored together with the document in SharePoint Online is easily done. This simplifies retrieving the documents in SharePoint Online.
Document Manager is delivered together with 1 other solution from HSO AG.
The solution License is always part of our solution and controls the license validation of our intellectual property.
For further explanation on how to request a license file, we refer to the topic HSO Licensing.
| Feature | Introduced in version |
|---|---|
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1.0 |