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DocMan App Introduction

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
£52
Per user, per month
Dynamics 365, SharePoint & DocMan only
£45
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
£12.50
Per user, per month
DocMan for Dynamics and SharePoint
£5
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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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.
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 ...
Read more
Metadata
Documents can often be 'just there' and so avoid being tracked with a Document Type, Security Level and any other data ...
Read more
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.
Read more
Automation
Organisational knowledge can often be based on key individuals and best practise not spread across a business.
Read more
Attachments
Attachments and Emails are most organisations biggest single risk of data breach or in lost information.
Read more
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.
Read more
Security
One of the big challenges with linking SharePoint and Dynamics together is synchronising security rights and permissions between the two systems.
Read more

  • "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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Get in touch

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Call us

0161 348 7360 0161 348 7360

Email us

contact@crmcs.co.uk

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Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

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CRM Consultancy London
Grosvenor Avenue
London

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