{"id":13168,"date":"2022-03-14T13:47:35","date_gmt":"2022-03-14T12:47:35","guid":{"rendered":"https:\/\/metashare.com\/?page_id=13168"},"modified":"2025-06-03T06:58:50","modified_gmt":"2025-06-03T04:58:50","slug":"crm-connector","status":"publish","type":"page","link":"https:\/\/staging.metashare.com\/sv\/tillampningar\/crm-connector\/","title":{"rendered":"MetaShare CRM Connector"},"content":{"rendered":"\n<p>MetaShare CRM Connector skapar en koppling mellan Dynamics CRM och SharePoint vilket g\u00f6r det betydligt enklare att hitta och arbeta med dokument i s\u00e5v\u00e4l Dynamics som i SharePoint\/MetaShare.S\u00e5 funkar det<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tagga dokumenten med metadata<\/li>\n\n\n\n<li>V\u00e4lj vilka f\u00e4lt du vill tagga ett dokument med\u2013 exempelvis;&nbsp;<em>f\u00f6retag, person, offert<\/em>&nbsp;etc. F\u00e4lten kommer att synkroniseras med SharePoint och hanteras som metadata.<\/li>\n\n\n\n<li>N\u00e4r du fr\u00e5n SharePoint skall tagga ett dokument med exempelvis f\u00e4ltet \u201dF\u00f6retag\u201d \u00e4r samtliga f\u00f6retag synkroniserade med Dynamics.<\/li>\n\n\n\n<li>I dokumentvyn i Dynamics kommer de dokument som relaterar till det aktuella f\u00f6retaget att presenteras i vyn.<\/li>\n\n\n\n<li>Sj\u00e4lva dokumenten hanteras fr\u00e5n SharePoint genom att klicka p\u00e5 MetaShare-ikonen.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">F\u00f6rdelar<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Samtliga dokument taggas med relevanta f\u00e4lt\/metadata och sparas i SharePoint.<\/li>\n\n\n\n<li>Det blir enklare att s\u00f6ka\/hitta dokument direkt fr\u00e5n SharePoint.<\/li>\n\n\n\n<li>Du kan anv\u00e4nda filter f\u00f6r att hitta dokument, exempelvis samtliga dokument av typen&nbsp;<em>offert.<\/em><\/li>\n\n\n\n<li>Dokument taggade med metadata i SharePoint \u00f6ppnar m\u00f6jligheter till fler funktioner i O365:\n<ul class=\"wp-block-list\">\n<li>Skapa automatiska fl\u00f6den genom Microsoft Flow.<\/li>\n\n\n\n<li>Automatiskt kunna arkivera eller radera dokument fr\u00e5n Dynamics<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong><a href=\"https:\/\/staging.metashare.com\/sv\/kontakta-oss\/\" data-type=\"page\" data-id=\"6018\">Kontakta oss<\/a> <\/strong>f\u00f6r hj\u00e4lp med att s\u00e4tta upp MetaShare CRM Connector.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>F\u00e5 ut mer av Dynamics 365 med MetaShares CRM Connector \u2013 automatisera dokumenthanteringen. Uppt\u00e4ck hur!<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":12173,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"element-controls":[81],"class_list":{"0":"post-13168","1":"page","2":"type-page","3":"status-publish","5":"element-controls-single-column","6":"no-featured-image-padding"},"acf":[],"_links":{"self":[{"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/pages\/13168","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/comments?post=13168"}],"version-history":[{"count":5,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/pages\/13168\/revisions"}],"predecessor-version":[{"id":99361,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/pages\/13168\/revisions\/99361"}],"up":[{"embeddable":true,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/pages\/12173"}],"wp:attachment":[{"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/media?parent=13168"}],"wp:term":[{"taxonomy":"element-controls","embeddable":true,"href":"https:\/\/staging.metashare.com\/sv\/wp-json\/wp\/v2\/element-controls?post=13168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}