Two of the most common requirements of the users while using OOB CRM and SharePoint integration have been
- To associate some sort of metadata with the document being uploaded from CRM
- Moving attachments from notes of a particular record to the corresponding folder in SharePoint.
Finally we have a tool than enhances the Out the box integration between CRM and SharePoint and provides these features (in a fully supported manner)
Get all the details here :
The tool has been developed by one of my closest friends and now also a MVP for Microsoft Dynamics CRM – Debajit Dutta.