Doc Manager by OnTarget

Overcoming the limitations of the default SharePoint integration in Dynamics 365 with Doc Manager

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

Document Management Settings

Avoid the need to rely on the default document management settings.

Multiple SharePoint Sites

Utilize multiple SharePoint sites to cater to different tables.

Configurable Document Library

Have the ability to configure the name of the document library created in SharePoint.

Dynamic Folder Configuration

Configure the folder name in SharePoint using values extracted from the corresponding record.

Advanced Folder Nesting

Enable nesting of folders based on custom lookup fields and accommodate multiple parent-child tables.

Automated Folder Renaming

Automatically rename the folder in SharePoint when the values used in folder naming change.

Comparison with a default integration

Default Integration
Doc Manager
SharePoint sites
Only one site
Multiple sites for different tables
Document Management Settings
Doc Manager application
Document Library Name
Same as table name
Folder Name
Configurable from record values
Nested Folders
Only based on Account or Contact
Can use any custom lookup
Nested Folders Level
Only one level
Multiple levels
Folder Renaming
Not available
Available as a configuration option

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