If your organization uses Dynamics 365 to manage business processes and SharePoint to store documents related to those processes, improving the way these applications share metadata will simplify your daily routine. The metadata sync tool synchronizes Sharepoint document data with data in Dynamics 365.

Imagine you keep track of payments made by an account in Dynamics 365 and store invoices for those payments in SharePoint. Brimit's metadata sync tool will give the SharePoint document the same set of properties and fill it in with the same data used in Dynamics 365. You can choose the properties to be synced yourself.

Once a Dynamics 365 record is updated, the changes will be automatically reflected in the SharePoint folder linked to the record, and the tool will update SharePoint metadata every time a Dynamics 365 record is changed. The integration is implemented using Dataverse—a cloud-based data storage used by business applications such as Dynamics 365.

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