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

Better storage.
Easy governance, done your way.

Governing how we store Documents can be difficult as we can quickly end up with an ad-hoc structure of Folders and Network Drives, and this means lost time for your staff when trying to fish out important information.
DocMan automates a consistent and sensible structure for your documents based on how you track records in CRM. This gives your business the proper 'spine' to stop lost time and improve collaboration in teams.
This makes finding and working with documents as easy as finding a record in CRM, and promotes best practise for compliance in storing personal data in your business.

Your rules. Your way.

This is based on rules configured in DocMan to create the right mixture of SharePoint Sites, Subsites, Document Libraries and Folders for your business to work with their clients and suppliers — with each type of record in CRM mapping to the relevant level in SharePoint.

How does DocMan do it?

Here DocMan builds on the more basic out-of-the-box link from Dynamics to SharePoint by removing the standard limitations and allows you to define the way the structure of Sites, Document Libraries and Folders you want in place for tracking Contracts, Letters and other Documents.

  • Define how Documents for an Entity in CRM should be tracked in SharePoint
  • Map your relationships in CRM to SharePoint to get the hierarchy right
  • Specify your storage templates for an area in CRM by having a set of 'maps' that define the right set of Document Libraries and/or Folders for a record in CRM.
  • Use SharePoint Metadata and Content Types to further promote excellent document management.

What this does ...

  • Gives us a consistent structure for document storage.
  • Automatically create new Document Locations as we add new records in CRM
  • Provides the right platform for Security

Read more on DocMan

  • "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.

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CRM Consultancy
61 Oxford Street
M1 6EQ

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CRM Consultancy London
Grosvenor Avenue

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