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What we do

We do CRM, helping businesses link
with their Customers to drive sales
and better relationships, specifically
focusing on Dynamics CRM 365
and supporting components.

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Do I need CRM? DocMan for Dynamics CRM Project Rescue Dynamics 365 CRM For Property

DocMan

Improve productivity & stay compliant

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Dynamics 365

Intelligent cloud-driven applications

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For Property

CRM tailored for Lettings & Property Management

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Who we are

We are a small team of qualified Dynamics
365 CRM specialists, who are dedicated to
delivering excellent service and products
through Dynamics 365 CRM.

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Our blog

We exist to make the best possible
CRM Solutions for our Clients, and
produce brilliant cutting-edge
extensions for Dynamics CRM.

Article Categories

All Articles CRM Tech blog Docman blog

Recent Articles

Correcting Duplicate Data in Dynamics Quick View Forms Creating a Simple Rollup Field Dynamics Auto-Save Actions in Dynamics Using DocMan for a Documents Roll-up View in Dynamics

Technical Articles

PCA Capture / Postcode Anywhere for Dynamics 365 and Legacy Form Rendering RetrieveMetadataChangesRequest Error in Dynamics following Upgrade Calling a Dynamics 365 Action using the Organisation Webservice Error Deactivating or Activating Business Process Flow after Upgrade of Dynamics CRM Using DocMan – Inherited vs Unique Permissions Unique Permissions for Document Libraries and Folders as well as Sites

DocMan App Compliance

Improve your productivity

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

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 â€” so your users can track personal data in a single way regardless of whether this is stored in a document or in a record.

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.