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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.
Using Dynamics 365? Start using DocMan today
DocMan Introduction
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
GDPR brings new responsibilities in how we store, manage and secure personal data for our customers.
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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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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

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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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  • "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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