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The cloud makes it easy

Dynamics and SharePoint make a good team, and combining with Xperido and DocMan makes this a great team.
We bring this together into one solution for your business — giving you excellent CRM and Document Management in a one-stop-shop.
Dynamics 365, SharePoint, DocMan & Xperido
Per user, per month
Dynamics 365, SharePoint & DocMan only
Per user, per month

Already using Dynamics?

If you are already using Dynamics and want to add Document Management, then we can add DocMan as an App into your existing solution:
DocMan for Dynamics and SharePoint with Xperido
Per user, per month
DocMan for Dynamics and SharePoint
Per user, per month

Become a reseller!

Want to include DocMan in your Project or add to your portfolio of Apps for Dynamics — then contact us to discuss options for how you could resell DocMan to your clients for better Document Management.

Our background with SharePoint and CRM

We have been working with Dynamics CRM and SharePoint since the initial release of Microsoft CRM v1.2 and SharePoint 2003 — and since the introduction of SharePoint Integration in CRM 2011 have consulted and built a number of different integrations for various projects, as well as written articles and blogs on how SharePoint can be used to bring Document Management best practise into CRM.
DocMan is the culmination of these efforts into a more App-based Product to deliver integration 'out-of-the-box'. (or in this case, out-of-the-app).
This expertise makes us some of the best in the business for integration between SharePoint and Dynamics — and if this may be useful to your business then please get in touch to discuss potential bespoke consultancy to help your business get the best from SharePoint and Dynamics.
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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

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

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