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Automation

Organisational knowledge can often be based on key individuals and best practise not spread across a business.
Automating strong business processes can help avoid this and ensure you focus on what-works in your processes and avoid what doesn't.
DocMan promotes automation by proving a common format to our document templates, and automating how we share and distribute this content to our customers and suppliers by email, letter and portal directly from CRM.

How DocMan helps

DocMan helps this by using Workflow in Dynamics CRM to automate the creation and distribution of Documents and Emails.This means we can build intelligent trigger points into our processes and more quickly connect these with our customers.

  • Generate Documents and store in SharePoint automatically from a trigger point.
  • Automate when a Documents is sent to a Customer, either as an attachment or via a secure link.
  • Agile design of your business processes in Dynamics, combined with your communication templates in DocMan enable a learning business that is continually improving how it does business — this helps build a 'can-do' business culture that is a known enabler of stronger relationships and increased sales.
  • Engage Customers via Online Workspaces for sharing updates, documents and subject access requests.

Read more / Related article link

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

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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

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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

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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

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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

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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

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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

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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

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  • "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

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