CRM2011: how to auto-populate documents in Sharepoint 2010 with CRM metadata

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  Hi,

  I have a question in regards to the CRM2011 to Sharepoint 2010 integration. 

  The issue here is that when you create a document in SharePoint from CRM (you do that in an IFrame that points directly do a document list), and want to add metadata to the document, you either has to do it manually after adding the document, or you can have SharePoint pop a windows that prompts for mandatory metadata.

   

  I like to populate the metadata of the document automatically based on the context in CRM.

  The reason for this is that I would like to search for documents in Sharepoint with the metadata that has been saved with the document in Sharepoint like contract, customer, etc..

  Any ideas?

  Thanks

  Sven

  
  
  

  • Edited by Sven W Thursday, November 3, 2011 8:04 PM

  Thursday, November 3, 2011 3:18 PM