Since we started developing DocDrive 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 deliver half of this requirement by building a very flexible rules engine that would allow any Entity…

With the increasing demand to make Dynamics collaborate better with Teams and SharePoint, CRMCS has introduced Microsoft AppSource approved DocDrive365. Make Dynamics work better for you with DocDrive365 – the first intelligent document management app for collaboration between Dynamics, Teams & SharePoint. Document tracking, storage and automation is so much easier with DocDrive365 – simply drag and drop documents in CRM and harness the power to organise metadata rich documents within the Microsoft Cloud. Hosted in Azure and certified by AppSource, DocDrive365 improves team…

Users of Microsoft’s Dynamics CRM platform are continually on the lookout for ways to improve user collaboration and better integration with SharePoint and Teams. The challenge is how every team member can effectively find the current versions of every document without having to search SharePoint, or trawling through endless email attachments. The recent shift towards remote working means that this is becoming more challenging and often, teams are finding it difficult to find documents they…

Without doubt, since COVID-19 Microsoft Teams has become the de-facto way for communicating at work and organisations have been forced to adapt very quickly. Whilst most staff have adapted well to their new environment, few organisations are equipped to get the most out of the advanced functionality that Teams has, particularly when using it alongside their CRM platform. The goal is to be able to work remotely whilst being able to locate, share and amend…

Remote Team Working is here to stay for many of us and, whilst we may be getting more comfortable with the idea, it still presents its fair share of challenges. CRMCS carried out its own research into what these challenges are and how best to overcome them! Top Tip #1 – Communication Communication is usually at the heart of many managerial issues; having to direct, guide and monitor staff remotely. The key to successful communication…

It’s Simple. Compliance is there to protect your business and its reputation. It defines the process of making sure your organisation and personnel adhere to relevant industry laws, regulations, standards and ethicalpractices that apply to your industry. Every successful organisation embraces corporate governance and has an active Compliance Program in place to oversee practice, procedure and staff-behaviour remain compliant with its relevant regulatory bodies. Staff training and engagement often encompasses distance-learning, written compliant-friendly procedures and…

Be honest, can you always find documents when you need them?No? Well, we feel your frustration, because we’ve all been there. Sometimes it can be like that every day. You may feel relieved knowing that you’re not alone, but luckily for us all, there’s a very simple remedy to this problem. Where’s that important document? Let’s consider the kind of scenario where documents typically ‘magically’ disappear in the average office environment. We can think of…

Dynamics 365 and Microsoft teams are powerful business tools, which work in similar ways. Let’s being by looking simply at how they both work: Teams is essentially made up of a group of individuals, departments or even a company-wide group. Teams are subdivided into ‘Channels’. Each Channel can be either a specific team, department or specific group of people; or a unique topic or project.Teams and Channels are set up to meet specific business goals within…

Over one million organisations and an estimated 200 million people currently using Office 365. Only a handful of users actually realise the full capabilities or appreciate what’s under skin of Microsoft’s powerful Office 365 masterpiece. Beyond the rudimentaries of creating, storing and sharing Word, Excel and PowerPoint documents and email, we’re comfortable withthe functionality of cloud storage and email hosting. More recently people have learned to appreciate how Office 365 makesremote-working a little easier for…

The standard use of DocDrive is to configure the set of rules for how Documents should be stored for Records of that Entity or Table in Power Apps or Dynamics. But what if we need to have branching logic for different types of record within the same Entity? Commonly this crops up when we look at Companies we work with, and some of these can be Key Accounts or Customers that we may want to…