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.

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 for Dynamics manages events in CRM to integrate these into SharePoint. The most notably event is when a new Record is created in CRM, this then creates a new Area in SharePoint and connects the two together. This ensures that we have a Document Location in SharePoint for each Record created in CRM, with the.... More

Controlling Entity Events in DocMan

Paul McQuillan | 21/01/2019 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
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

Using DocMan to share Documents by Email

Paul McQuillan | 21/12/2018 08:30:00

Read
DocMan can be used to bring multiple SharePoint Sites together within Dynamics 365. This can be useful for integrating existing SharePoint Sites into Dynamics, and controlling which Entities or Business Units then use different Sites. If we take the scenario where we have an existing SharePoint Site for storing Legal Documents, plus a second SharePoint Site tracking Documents.... More

Bringing multiple SharePoint Sites together in Dynamics

Paul McQuillan | 20/12/2018 17:00:00

Read
Dynamics provides the excellent App for Outlook to track business related Emails into the History we have with a particular Project, Company or Contact. However any attachments to these Emails can also be dropped into CRM and both expand our CRM Database Size with large Attachments, plus prove to an ineffective place to store Documents as Dynamics lacks the.... More

Tracking Email Attachments to SharePoint

CRM Consultancy | 29/10/2018 13:00:00

Read
The best way to use DocMan to synchronise Security from Dynamics to SharePoint is two-fold: (1) Correct use of Inheritance to ensure SharePoint Sites and Libraries mirror the hierarchy of records in Dynamics – more on this topic here. (2) Unique Permissions where necessary are then managed by Teams Looking at.... More

Using Sync Fields in DocMan to automate Dynamics-to-SharePoint Permissions

CRM Consultancy | 29/10/2018 08:00:00

Read
Say we have a Property Management Scenario where we want to define and instruct a Job out to a Third-Party Contractor, but we want to issue out invitations to multiple potential Contractors so they can bid for the Work. In this scenario, we may have a definition of the Work or a Work Instruction + alongside several Quote Requests.... More

Using DocMan to Track Quote Submissions to a Work Instruction

Paul McQuillan | 26/10/2018 13:00:00

Read
We working with Documents in Dynamics we will want to see not just the Documents connected with a particular Record, but all the Documents connected to that Record or any of the Record’s Child Records – the traditional ‘roll-up’ view. The most typically example is where we have a Company Record in our CRM and want to see all.... More

Using DocMan for a Documents Roll-up View in Dynamics

CRM Consultancy | 18/10/2018 08:30:00

Read
When controlling SharePoint Permissions from Dynamics – we have an option for what level to have unique permissions vs inherited permissions from the Parent Container. The default in SharePoint is to control permissions at the Site Level, such that a Site could have Unique Permissions for Users rather than inheriting from the Parent or Top-Level Site in the Site.... More

Using DocMan – Inherited vs Unique Permissions

CRM Consultancy | 14/10/2018 13:00:00

Read
Using DocMan, each Entity in Dynamics can be configured with a number of Rules or Maps that define what area in SharePoint should be used or created for each Record in CRM of that Entity. This is defined in the DocMan Configuration Area as the list of Metadata Entities. Each Metadata Entity containing the Rules and Configuration for.... More

Unique Permissions for Document Libraries and Folders as well as Sites

CRM Consultancy | 13/10/2018 13:00:00

Read
The security models in Dynamics and SharePoint work under quite different models, and this means there is no out-of-the-box integration to keep Security for Documents in-sync with Security in CRM. So we often have a common requirement to bring the two systems together and have a manageable security model between the two. DocMan enables functionality in Dynamics that.... More

Using DocMan to integrate Security from Dynamics to SharePoint

CRM Consultancy | 12/10/2018 13:00:00

Read
DocMan allows us to integrate Dynamics and SharePoint with Azure Cognitive Services, and this supports Image Recognition and reading Text from Images. One of the obvious use-cases for this functionality is to scan Business Cards and insert the Details into Dynamics as a new Lead. This takes the Image uploaded into SharePoint, reads the text from the Business.... More

Using DocMan and Cognitive Services as a Business Card Reader

CRM Consultancy | 08/10/2018 08:30:00

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.