Adding metadata in CRM online when a file is uploaded RRS feed

  • Question

  • Dear All,

    we have a customer where they need some metadata fields in the CRM projects library.

    Whenever a new project is created, it creates a document library in SharePoint and that will have a link in CRM.

    So, when a document is uploaded through CRM, it just saves and there is no metadata option.

    Our requirement is to have metadata for the default file upload or through any custom file upload control in CRM online.

    Any reference links and approach would be appreciated.

    Thanks in Advance


    Wednesday, November 4, 2015 3:11 PM