Version 1.4+

The SharePoint Metadata Mapping entity defines how field values from a CRM record, as well as from the logged-in portal user's Contact and Parent Account, can be saved to an uploaded SharePoint document.

 

Fields

Field Field Requirement Description
Name Business Required The primary name for this metadata mapping record.
Entity Logical Name Business Required The Entity Logical Name for the entity to which this SharePoint Metadata Mapping will apply.
Entity Mappings Optional Maps fields from the entity selected in Entity Logical Name to fields in SharePoint.
Portal User Contact Mappings Optional Maps fields from the currently logged-in Portal User's contact record to fields in SharePoint.
Portal User Parent Account Mappings Optional Maps fields from the currently logged-in Portal User's parent account record to fields in SharePoint.