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One of the big challenges with linking SharePoint and Dynamics together is synchronising security rights and permissions between the two systems.
DocMan solves this problem by enabling easy management of security in CRM that immediately publishes to SharePoint to control the Users or Teams that has access to which documents.
This brings together the User/Team-based model for SharePoint and Office 365 with the the more Role-based model in Dynamics 365.

How DocMan does it.

We do this by controlling security in CRM, either at the User Level or by using Access Teams to control who has access to the different Sites and Libraries that DocMan manages between CRM and SharePoint.

  • Define Teams in CRM that then synchronise to SharePoint to help control permissions at the Team-Level. This makes life easier over individual User Permissions as we simply add or remove Users to a Team in CRM to govern their level of SharePoint Access.
  • When a record in CRM prompts the creation of a new Site in SharePoint, this can either inherit permissions from a Parent Site or have its own Unique set of permissions. This helps avoid over specification of permissions where we can drive simplicity — for example, by having a common set of permissions over a Company Site that is then inherited for all the Project Subsites added for that Company.
  • Control which Users and Teams have access to SharePoint within CRM, either using existing fields in CRM or using a Grid to define the Team applicable for that area of CRM and SharePoint.
  • The Team defined for a Company or Project in CRM and then potentially include external Related Parties who can be engaged via Workspace Mini-Sites to share key information and Documents.

Read more about 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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