DocDrive is capable of creating new Teams in MS Teams as records are created or updated in Dynamics or Power Apps. Each Team in Microsoft Team can then be configured with a number of Team Members and a number of Apps. Typically this would be done manually for each new Team, however DocDrive can automate this process for each new Team. This can be helpful when looking to work with a new Team for each…

Initially or ‘out-of-the-box’ the security model in Dynamics and Power Apps has no synchronisation with the security model in SharePoint. This means that without integration any security rules we configure in Dynamics or Power Apps will need to be manually configured in SharePoint to ensure both systems share the same access levels. (or we run the risk of Documents being available to Users who should not have access to them) DocDrive solves this problem by…

We can generate new Word Documents or PDFs from Dynamics 365 or Power Apps. However the default behavior of this functionality is either to download the newly generated file or save into the Notes of Dynamics. DocDrive improves this functionality by offering the option to automatically save any generated documents or reports directly into the SharePoint Location for the Record. This can improve Compliance as keeps each new Document in our Security Envelope and avoiding…

One new feature with Dynamics for Sales is the ability to export a Word Template directly into PDF. As a new feature, this needs to be enabled and this can be done via the Dynamics for Sales App and going into Settings within this App. NOTE: This works in the same way as the 1st Party Marketing App but (to crusty long timers with Dynamics) can be a bit tricky to find as its slightly non-standard.…

Using DocDrive365, we can configure different types of Metadata that we want to track for Documents and publish this into our SharePoint Sites. We can do this using the DocDrive App in Dynamics or Power Apps to specify the Metadata we need and divide by Content Type. This leverages the standard Content Type and Metadata functionality from SharePoint, however we can bring the integration with Dynamics into the mix by specifying which Metadata Columns we…

DocDrive365 comes with functionality to send PDFs and Documents for eSignature using DocuSign. This functionality is powered by the Flows in Power Automate using the DocDrive365 Connector. But to get started we need to configure the details of our DocuSign Account into the DocDrive Settings via the DocDrive Model App. We can do this by opening the App and drilling down into the Settings Record: This will open our general settings for how DocDrive is…

If we take the scenario where we want to have a SharePoint Site per Business Unit that we have in Dynamics, we can model this using DocDrive365 in the following steps: STEP 1 – Model the SharePoint Structure for how we will handle Business Units Add a Site per Business Unit Rule into the DocDrive365 Configuration for the Business Unit Entity. For security, we can configure each Business Unit Site to have its own Unique…

Within SharePoint Online we can create modern Team sites, and these can be integrated into Microsoft Teams to support multiple channels of collaboration in Teams. This can be driven from Dynamics 365 using DocDrive365 – so that each record in Dynamics results in a New Team, or contributes to an Existing Team. Please Note: The following steps aim to show how this can be configured, taking a Custom Entity in Dynamics (Engagement) and showing how the configuration…