Readable folder names
Use the record name for a clearer folder name that people can recognise in CRM and SharePoint.
A Nemely product / SharePoint Extended
Customer documents. A place for everything.
SharePoint Extended is Nemely’s document management extension for teams using Dynamics 365 and SharePoint. Create readable folder names and repeatable structures, and save generated template documents directly to SharePoint from CRM.
Built on Microsoft. Developed by Nemely.
A few organizations we've worked with
An example document journeyKeep documents with the customer.
The Nemely extension
A familiar Microsoft connection. A more useful daily experience.
Microsoft provides the foundation for managing SharePoint documents from Dynamics 365. Nemely’s extension adds record-based folder naming, default structures for new records and direct storage of generated template documents.
It suits teams that repeat the same document tasks for accounts, opportunities or other document-enabled records. In the demo, we follow one record, its folders and a template document to assess the fit with your existing setup.
What it adds
Three improvements to the document journey.
A repeatable structure
Define default folders for a record type and create that structure automatically for new document-enabled records.
Templates in the right place
Generate a template document from CRM and store it directly in SharePoint without a manual download-and-upload step.
Folder names
Find a customer folder by a name you recognise.
SharePoint Extended uses Nemely’s folder-creation logic to name a folder after its CRM record, such as an account or opportunity. This makes the structure more approachable for people working directly in SharePoint as well as in CRM.
We review your naming requirements and existing document locations during setup. Existing folders and documents need a separate assessment before any renaming or reorganisation is agreed.
Folder structure
Start each new record with the folders your team expects.
Agree the folders a particular record type needs, such as proposals, meeting notes and agreements. SharePoint Extended creates the defined structure when a new document-enabled record is created.
We demonstrate this with one record type and your preferred folders, then confirm the record enablement and integration setup needed for your environment.
Define the structure
Choose the default folders for the record type and the work it supports.
Create the CRM record
The product generates the configured folder structure for the new record.
Work in the right location
Your team can use a familiar set of folders from CRM or SharePoint.
Document templates
Create the document. Keep it with the customer.
SharePoint Extended connects template generation with SharePoint storage. Create the document from CRM and save it directly to the relevant SharePoint folder.
The demo follows a template document from CRM to its SharePoint location. We confirm the document types, template setup and access involved in your workflow.
Customer account
Proposals
- Generated proposal document
Meeting notes
- A consistent home for discussions
Agreements
- An agreed place for customer documents
Example folder names illustrate a configured customer structure. This is a product-flow illustration, not a live software screenshot.
FAQs
Fit the product to your document setup.
Start with one record type, the folders you want and a document your team creates regularly. We can demonstrate that journey and explain the setup involved.
Is SharePoint Extended part of standard Dynamics 365?
No. SharePoint Extended is a document management extension developed by Nemely for Dynamics 365 and SharePoint. It builds on Microsoft’s native integration with readable folder names, default folder structures and direct storage of generated template documents.
Will it automatically reorganise all our existing documents?
SharePoint Extended creates the configured folder structure for new document-enabled records. Existing folders and documents need a separate assessment; installing the product should not be assumed to reorganise them.
Does it also synchronise CRM and SharePoint permissions?
Permission synchronisation is not one of the capabilities described here. Dynamics 365 document-management permissions and SharePoint access must be configured for the intended users. We review those requirements with your administrators.
Can we save generated Dynamics 365 documents directly to SharePoint?
Yes. SharePoint Extended connects document generation in CRM with storage in SharePoint, so users can save generated template documents without manually downloading and uploading them. In a demo, we can follow one of your account or opportunity records and discuss the template, folder and access setup it needs.
What affects licensing, setup costs and timing?
We confirm Nemely product pricing, required Microsoft subscriptions and implementation work in your proposal. Setup depends on your Dynamics 365 and SharePoint configuration, record types, folder structures, document templates and user access. Work on existing folders and documents is assessed and scoped separately. Timing also depends on administrator access, document-template readiness and testing the agreed record-to-document workflow.
