Using DocDrive365, we can open a record in Dynamics and drag a document into that record. This will upload the document to the SharePoint Location behind the record as the Document Management Platform behind Dynamics 365. NOTE: This can also be done by Tracking an Email from Outlook to Dynamics and setting the ‘Is Regarding’ field to the intended record in CRM – as this will automatically suck up any attachments and put them into the…
What’s the Benefit? One of the most common things I see as a Dynamics Consultant is how companies can acquire…
Organising Teams is crucial to having a good working environment that gets things done – but there are a plethora…
I’ve been interested in Microsoft Teams since starting to replace Skype for Business in 2018, as the platform allows us…
Since we started developing DocDrive there was always a challenge to how quickly we can install and release to a…
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…
Users of Microsoft’s Dynamics CRM platform are continually on the lookout for ways to improve user collaboration and better integration…
Without doubt, since COVID-19 Microsoft Teams has become the de-facto way for communicating at work and organisations have been forced…
Remote Team Working is here to stay for many of us and, whilst we may be getting more comfortable with…
It’s Simple. Compliance is there to protect your business and its reputation. It defines the process of making sure your…
