Support Portal ContactGet in touch

DocMan by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

If you have any feedback on any article, or would us to link out to your article or blog than please drop us an email to let us know.

We’ve seen how DocMan can integrate Documents from SharePoint into Dynamics – however many industries also need to track galleries of photos to a Project, Case or Asset. Photos and Images have a different form factor where simply viewing as a top-down list is less than efficient. To do this better, DocMan provides a dedicated Photos Tab that.... More

DocMan Day Seven: Photo Libraries

Paul McQuillan | 09/12/2019 08:00:00

Read
Sharing Documents is often a vital part of communicating letters, contracts and other longer form information with our Clients and Suppliers. However Email Attachments are not always the best way for us to do this – and so DocMan offers us three options for sharing a Document or set of Documents by Email. We first open the Dynamics.... More

DocMan Day Six: Sharing Documents by Email

Paul McQuillan | 29/11/2019 08:00:00

Read
One problem that could often occur with Dynamics to SharePoint integration is where a Record in Dynamics would be renamed, and this would leave the Folder or Document Library in SharePoint with a now out of date name. DocMan resolves this problem by picking up on any changes in Dynamics that should be reflected in SharePoint. We can.... More

DocMan Day Four: Renaming Document Locations

Paul McQuillan | 24/11/2019 13:00:00

Read
We have seen how DocMan can create new Document Libraries and Folders to records in Dynamics, and how related records can form the structure for how our documents are stored. We can also look at the concept of ‘bucket’ folders that can build not just a Folder for a Record, but also other ways of dividing record’s document locations.... More

DocMan Day Three: Opportunities and Bucket Folders

Paul McQuillan | 24/11/2019 11:00:00

Read
Moving on from how we can see Accounts in Dynamics creating Folders in SharePoint using a more configurable structure, we can then look at a related Entity to Accounts such as Contact. Typically Contacts we track in Dynamics will be related to a particular Company, and we may want to store Documents in a way that reflects this relationship..... More

DocMan Day Two – Contacts as Sub-Folders from the Account

Paul McQuillan | 20/11/2019 14:00:00

Read
Once we have the DocMan App installed into our Tenant of Dynamics 365, we can open the App and start exploring how this integrates Dynamics with SharePoint. If we open an Account Record in the App, this will Open the Record via a simple Dynamics Form. This Form contains the DocMan Panel, this will ‘peek’ into SharePoint to.... More

DocMan Day One – Accounts in Dynamics, Folders in SharePoint

Paul McQuillan | 20/11/2019 10:00:00

Read
Since we started developing DocMan there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to.... More

DocMan Wizard

Paul McQuillan | 20/11/2019 08:00:00

Read
Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan | 07/11/2019 14:00:00

Read
Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More

Generating New Documents to SharePoint in Dynamics

Paul McQuillan | 14/10/2019 08:00:00

Read
DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More

Integrating Changes in Dynamics to SharePoint

Paul McQuillan | 14/10/2019 08:00:00

Read
We were pleased to demo DocMan at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together -  and Commercial Apps built by Developers such as ourselves to provide specific.... More

Presenting DocMan at Future Lawyer Week

CRM Consultancy | 03/06/2019 11:30:00

Read
When we integrate our SharePoint Structures with Dynamics, this can give us a problem if a Record in Dynamics is renamed and this change is not reflected in SharePoint. DocMan for Dynamics caters for this by automatically updating SharePoint when the record in Dynamics changes. This is done in two steps: Step 1 –.... More

Synchronising Record Names from Dynamics to SharePoint

Paul McQuillan | 06/03/2019 18:00:00

Read
DocMan supports a definition of a Parent Map for each Dynamics Entity we want to integrate with SharePoint. This Parent Map allows us to define the Folder or Document Location for a child record (say a Contact) in relation to a parent record (say the Company associated to that Contact), so we can benefit from the Hierarchical nature of.... More

Defining DocMan Entities with multiple potential Parent Relationships

Paul McQuillan | 28/01/2019 08:00:00

Read
Once we have configured the Rules for an Entity in the DocMan Configuration area, we will usually want to drop a DocMan Panel onto the Form in Dynamics to allow the User to view, upload and work with Documents for Records of that Entity. We can add this Panel to Dynamics in the following steps: .... More

Adding a DocMan Panel to a Form

Paul McQuillan | 22/01/2019 09:00:00

Read
DocMan integrates with Xperido to combine Dynamics with SharePoint plus the ability to generate complex Templates and Reports from our data in CRM. (the table here outlines the improvements that Xperido brings over the native Document Template functionality in Dynamics 365) One of the features in Xperido is the ability to generate a Document in a wide variety of.... More

DocMan, Xperido and Output Formats

Paul McQuillan | 31/12/2018 16:00:00

Read
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

Content © CRM Consultancy.