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DocMan App Compliance
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Generate quotes, invoices, contracts or any document imaginable from CRM and store them securely in SharePoint with a single-click.
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Compliance with DocMan

GDPR brings new responsibilities in how we store, manage and secure personal data for our customers.
DocMan allows you to stay ahead of the game by giving you the right tools for compliantly storing documents directly within CRM.
We do this by bringing your structured data in CRM into alignment with your unstructured data held in Emails, Attachments and Documents — so your users can track personal data in a single way regardless of whether this is stored in a document or in a record.
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More about DocMan

At it's heart, the DocMan App brings Dynamics and SharePoint together to help deliver this compliance in one neat package to help you get the best from the three applications.

This promotes the following to keep you compliant:

  • Data Access Control from a common security model between CRM and your Documents.
  • Better Security with your CRM and Document data in a strongly structured format.
  • Data Minimalization as Documents are less likely to be sent by Email or copied around the business.
  • Right to be Forgotten delete a record in CRM, and delete the documents you hold at the same time to ensure no personal data is accidently left in your ownership.
  • Subject Access Requests can be sent from DocMan to share Personal Data and Personal Documents with your Data Subjects.
DocMan Introduction
Generate quotes, invoices, contracts or any document imaginable from CRM and store them securely in SharePoint with a single-click.
Read more
Compliance
GDPR brings new responsibilities in how we store, manage and secure personal data for our customers.
Read more
Your Rules
Governing how we store Documents can be difficult as we can quickly end up an ad-hoc structure of Folders and Network Drives ...
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Metadata
Documents can often be 'just there' and so avoid being tracked with a Document Type, Security Level and any other data ...
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Ease of use
Businesses lose considerable man-hours from their staff searching for documents buried in network drives or losing important information between emails or laptops.
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Automation
Organisational knowledge can often be based on key individuals and best practise not spread across a business.
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Attachments
Attachments and Emails are most organisations biggest single risk of data breach or in lost information.
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Better email
The Email Template editor in Dynamics is not the best, and struggles when we come to more complex templates that involve images and other dynamic content.
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Security
One of the big challenges with linking SharePoint and Dynamics together is synchronising security rights and permissions between the two systems.
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  • "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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