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Dynamics 365 Artifact Management

The Artifact Management Solution is an add-on feature to Dynamics 365 Customer Engagement which acts as a rule engine for generating artifacts; a custom entity that hosts files uploaded by system users and portal users populated with contextual metadata. This solution benefits organizations with a need to require/recommend certain files be uploaded based on a defined set of rules. It also benefits organizations with a desire to manage files solely in Dynamics 365 instead of leveraging SharePoint Integrations.

Installing

For the latest stable version:

Import _ArtifactManagement_1_0_0_1.zip from the Releases folder into the desired Dynamics 365 CE Organization

Configuration

Please refer to the Wiki for details regarding configuration of the Artifact Management Solution

Contribute

There are many ways to contribute to Artifact Management.

  • Submit bugs and help us verify fixes as they are checked in.
  • Call to action: Form JavaScript/TypeScript solution that populates the artifact rule form fields with a dynamic picklist of appropriate options.
  • Call to action: A solution that automatically creates the necessary relationships and sdk message processing steps (Maybe even auto-generate workflows?) for a new entity (see Configuration for New Entities on the Wiki)
  • As you come up with improvements in forked branches feel free to reach out and we may add you as a contributor and merge parts of your branch to master.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.

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