Support Portal ContactGet in touch

Email attachments

Attachments and Emails are most organisations biggest single risk of data breach or in lost information.
DocMan avoids this risk by tracking Emails and Attachments directly from Outlook and into the relevant area of SharePoint for the CRM Record that the Email is regarding.
This makes tracking attachments easy, and so helps your teams avoid losing useful information and documents in the maze of incoming and outgoing emails.

How can DocMan help?

DocMan builds upon the existing integration between Outlook and Dynamics to bring SharePoint and good document governance into Email:

  • Track an Email from Outlook to Dynamics in a single-click
  • DocMan brings the Attachments for that Email into the SharePoint area for that record in Dynamics
  • This helps promote key business information out of individual Inboxes and into the shared view in CRM; and so help build the 'single version of truth' of the relationship and key information we have between our business and the customer.
  • Avoid Data Breaches by moving Personal Data out of Emails and into the structured and secure store that is Dynamics and SharePoint.
  • For sending Documents to Customers and Suppliers, DocMan allows us to use Secure Links and avoid Attachments all together. This helps GDPR Compliance by better tracking who we have sent documents to, who is accessing the document, and avoiding the copy'n'paste approach of attachments.
  • Many businesses have key client information floating in Email Attachments — this can be unstructured and uncompliant in how we are storing key data.

    Dynamics allows us to easily Track Emails from Office 365 into CRM — and the DocMan App improves this by stripping out Attachments and storing these in SharePoint as well governed and secured information. This keeps data out of email attachments and keeps us compliant.

    Read our Email data-breach article

    Read more about DocMan

    Within SharePoint Online we can create Modern Team Sites, and these can be integrated into Microsoft Teams to support multiple channels of collaboration in Teams. This can be driven from Dynamics 365 using DocDrive365 – so that each record in Dynamics results in a New Team, or contributes to an Existing Team. The following steps aim to show.... More

    Creating a Microsoft Teams Site from DocDrive365

    Paul McQuillan | 26/03/2020 10:00:00

    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

    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

    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

    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

    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

    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

    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

    • "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
    M1 6EQ

    London Office
    CRM Consultancy London
    Grosvenor Avenue

    Content © CRM Consultancy.