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Security

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

We’ve seen how DocMan can integrate Documents from SharePoint into Dynamics – however many industries also need to track galleries of photos to a Project, Case or Asset. Photos and Images have a different form factor where simply viewing as a top-down list is less than efficient. To do this better, DocMan provides a dedicated Photos Tab that.... More

DocMan Day Seven: Photo Libraries

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Sharing Documents is often a vital part of communicating letters, contracts and other longer form information with our Clients and Suppliers. However Email Attachments are not always the best way for us to do this – and so DocMan offers us three options for sharing a Document or set of Documents by Email. We first open the Dynamics.... More

DocMan Day Six: Sharing Documents by Email

Paul McQuillan | 29/11/2019 08:00:00

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One problem that could often occur with Dynamics to SharePoint integration is where a Record in Dynamics would be renamed, and this would leave the Folder or Document Library in SharePoint with a now out of date name. DocMan resolves this problem by picking up on any changes in Dynamics that should be reflected in SharePoint. We can.... More

DocMan Day Four: Renaming Document Locations

Paul McQuillan | 24/11/2019 13:00:00

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We have seen how DocMan can create new Document Libraries and Folders to records in Dynamics, and how related records can form the structure for how our documents are stored. We can also look at the concept of ‘bucket’ folders that can build not just a Folder for a Record, but also other ways of dividing record’s document locations.... More

DocMan Day Three: Opportunities and Bucket Folders

Paul McQuillan | 24/11/2019 11:00:00

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Moving on from how we can see Accounts in Dynamics creating Folders in SharePoint using a more configurable structure, we can then look at a related Entity to Accounts such as Contact. Typically Contacts we track in Dynamics will be related to a particular Company, and we may want to store Documents in a way that reflects this relationship..... More

DocMan Day Two – Contacts as Sub-Folders from the Account

Paul McQuillan | 20/11/2019 14:00:00

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Once we have the DocMan App installed into our Tenant of Dynamics 365, we can open the App and start exploring how this integrates Dynamics with SharePoint. If we open an Account Record in the App, this will Open the Record via a simple Dynamics Form. This Form contains the DocMan Panel, this will ‘peek’ into SharePoint to.... More

DocMan Day One – Accounts in Dynamics, Folders in SharePoint

Paul McQuillan | 20/11/2019 10:00:00

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Since we started developing DocMan there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to.... More

DocMan Wizard

Paul McQuillan | 20/11/2019 08:00:00

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Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan | 07/11/2019 14:00:00

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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

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CRM Consultancy
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M1 6EQ

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