Doc Manager by OnTarget
The Doc Manager is a custom extension developed by OnTarget with the purpose of overcoming the limitations of the default SharePoint integration with Dynamics 365. It works seamlessly in the background giving the same user experience to the end user as the default integration.
You use the default documents grid same as the default integration and can create folders, upload files, download files same as they do with the default integration.
Main Features
Avoid the need to rely on the default document management settings.
Utilize multiple SharePoint sites to cater to different tables.
Have the ability to configure the name of the document library created in SharePoint.
Configure the folder name in SharePoint using values extracted from the corresponding record.
Enable nesting of folders based on custom lookup fields and accommodate multiple parent-child tables.
Automatically rename the folder in SharePoint when the values used in folder naming change.
Comparison with a default integration
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Features
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Default Integration
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Doc Manager
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|---|---|---|
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SharePoint sites
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Only one site
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Multiple sites for different tables
|
|
Configuration
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Document Management Settings
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Doc Manager application
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Document Library Name
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Same as table name
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Configurable
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Folder Name
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Name_GUID
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Configurable from record values
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Nested Folders
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Only based on Account or Contact
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Can use any custom lookup
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Nested Folders Level
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Only one level
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Multiple levels
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Folder Renaming
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Not available
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Available as a configuration option
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