Support Portal ContactGet in touch
Improve your productivity
Bring CRM and Document Management together with Dynamics & SharePoint to improve productivity, compliance and user adoption.

DocMan for Dynamics

DocMan is an App for Dynamics 365 aimed at integrating Documents and Automation into CRM for better compliance, productivity and user adoption. The App works by integrating SharePoint as a part of Office 365 into the heart of Dynamics to provide a single solution for your Users and Teams whether they are working with records or documents in CRM.
This brings together 'unstructured data' of Documents and Emails alongside 'structured data' in CRM with a single, integrated interface, to help best manage the audit of data stored by your business.
The App is built on our years of experience in Asset Management and Complex Case Management systems where Compliance and Document Management is key. Our aim with DocMan is to make the ultimate integration between Dynamics 365 and SharePoint.
Cloud / On-Prem / Hybrid
Connects any combination of On-Prem, Cloud or Hosted
No-code Config
Setup how you want SharePoint and Dynamics to work together
No Upfront Cost
Cloud App with a simple Monthly cost
Future Proof
Highly extensible alongside the Microsoft Cloud

Drag and Drop

Make it easy for your teams, simply drag and drop documents, emails and attachments into Dynamics and have these stored in SharePoint with the right structure behind things.

Get Organised — Quick

DocMan can hook into Dynamics and start building your way of storing Documents in minutes — any structure of SharePoint Sites, Libraries and Folders can be implemented simply using our powerful rules engine.

Email

Stop losing email attachments in Outlook — DocMan will seamlessly move Tracked Attachments into SharePoint and store them more compliantly.

Start using your Cloud.

If you are using Dynamics 365, you will more likely than not already have SharePoint working away behind the scenes — DocMan puts this to use to start working with the cloud better.

More Productive

Content Types are the hidden gem in SharePoint that makes for better management of Documents, Metadata and Workflow — but often this is not used to its full potential.
DocMan joins the dots to allow Content Types to be published from Dynamics to SharePoint, and then integrate Dynamics Workflow and Actions into how you handle Documents.

Security

Dynamics and SharePoint don't normally see eye to eye when it comes to security — making it easy to have key documents or documents area more available than they should be. DocMan brings the two together to make for an easy mechanism of managing SharePoint Security through Teams in CRM.
  • "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.