What is SharePoint Structure Creator?

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SharePoint Structure Creator is an add-on feature for CB Dynamics 365 to SharePoint Permissions Replicator. CB Permissions Replicator secures the Dynamics CRM documents you store in SharePoint, solving a major security flaw in the out-of-box integration.

With this add-on you can take it one step further and get those SharePoint documents neatly organized. That will increase your team's productivity when they are on SharePoint and it will prevent you from reaching the unique permission limits as your organization grows.

What You Need to Know About SharePoint Permission Limits

You can have up to 30,000,000 items or files in a SharePoint list or library. However, there is a much lower limit on the number of unique SharePoint permissions you can set: 50,000 items per list or library. This limitation exists in SharePoint 2010 and all following versions.

Want to know more about the problems you can have with this limit and see this solution in action?

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How does it work?

SharePoint Structure Creator automatically creates or selects document libraries in SharePoint based on the rules you define. It is flexible, and it is smart. It will follow the rules that you set up and organize all the SharePoint side so that it makes sense to you.

Step 1 - Install

If you have CB Dynamics 365 to SharePoint Permissions Replicator installed, the only thing you need to do to have SharePoint Structure Creator working is to get your license and activate it.

A simple click of a button - it couldn’t be any simpler! If you have it as a standalone application, the installation is straightforward too.

Step 2 - Configure

SharePoint Structure Creator will put documents into distributed document libraries that are created according to the rules you define You won’t believe how easy and flexible it is. You can have:

A document library per letter or letter set *
A combination of the above rules
A document library per record
Any rule you can imagine, by using custom scripting and LUA
A document library per period (year, quarter, month, week, day or custom)
*  based on starting character(s) of the record name or the starting character(s) of the record ID

It is even possible to specify the parent of a specific folder using the custom scripting option and LUA.

Plus, this is not limited to one SharePoint site or collection. You can use SharePoint Structure Creator to distribute documents across multiple sites and/or multiple site collections using any rule you want.

After you finish the configuration, everything is automatic. It is also mostly transparent for the final users: in Dynamics, it is not visible, and in SharePoint, it is only visible according to the user’s permissions.

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Features

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Automated creation of document libraries
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Enhanced user experience
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Available for on-premises or Microsoft Azure deployment
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Rich configuration possibilities
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SharePoint Structure Creator is available as a standalone application or an add-on feature of our

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Want to take care of Dynamics attachments the same way?

CB Dynamics 365 to SharePoint Permissions Replicator

See also CB Dynamics 365 Seamless Attachment Extractor

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Deployment options

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Self-hosted
Run it on-premises or your cloud servers/virtual machines
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Customer success stories

What happens if I purchase?

Support

We have a specialized support team for SharePoint Structure Creator, trusted and Microsoft Certified. You can also get SharePoint Structure Creator from one of our 100+ partners around the world. They are close to you and can support you the best.

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What if I change my mind?

If using it as an add-on, you can activate and deactivate SharePoint Structure Creator at any time you like. This is a tool you’ll love, but not a tool you’ll get locked into.

When you deactivate SharePoint Structure Creator, the structure that was created during the period you had this add-on active is kept. It is just that new documents will no longer be put into the folders according to the rules you had defined. They will again go all to the same folder.

In case you could not find all answers to your questions, we would love to hear from you and support you in a short call.
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