I have configured the Document Management in my CRM, and whenever I upload a file, a folder is created in the SharePoint library.
But now, I want to configure it such that, when I am uploading a document in CRM, it needs to give me the options of what that document is related to. So, I have set up a Metadata Navigation in the Document library. However, I don't know if giving the metadata option in CRM is possible?
Is it possible using a plugin, or do we have some other ways to do it? I have already tried the SharePoint Designer and Flow.