Advanced document management features for Dynamics 365
Dynamics 365 offers default integration which use SharePoint as document storage
DocSPO Lite extend the default integration. It is installed in the SharePoint Online site.
DocSPO Lite’s Configuration wizard simplifies the add-in setup process.
DocSPO Lite provides real time search against the documents related to the configured Dynamics’ Entities.
Embed as Iframe
The Document Grid control can be embedded in Dynamics forms through embed of Iframe.
Multiple Documents Upload
The Documents Grid control allows multiple upload
DocSPO Lite is the precursor of our product Document Manager
DocSPO Lite was created as proof of concept about enhancing the document management in Dynamics 365. It receives very positive user feedback and it proves that deserves to survive as separate product. We are going to support and enhance it functionality. However, it will always contain only a set of the features of the Document Manager.
Document manager is architectural different form DocSPO Lite. Document Manager is a Dynamics 365 add-in which uses Azure AD authentication to access SharePoint.
Document Manager is a paid product. It offers also a 30 days free trial.