{"id":314,"date":"2022-01-19T10:16:49","date_gmt":"2022-01-19T10:16:49","guid":{"rendered":"https:\/\/blog.citrus-lime.com\/crmc\/?p=314"},"modified":"2022-01-19T10:16:49","modified_gmt":"2022-01-19T10:16:49","slug":"the-secrets-of-successful-document-collaboration-in-dynamics","status":"publish","type":"post","link":"https:\/\/blog.citrus-lime.com\/crmc\/the-secrets-of-successful-document-collaboration-in-dynamics\/","title":{"rendered":"The secrets of successful document collaboration in Dynamics"},"content":{"rendered":"\n<p>Users of Microsoft\u2019s 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.<\/p>\n\n\n\n<p>The recent shift towards remote working means that this is becoming more challenging and often, teams are finding it difficult to find documents they need, during the time they\u2019re actively managing individual client accounts.<\/p>\n\n\n\n<p>The Dynamics experts at CRMCS recognised the need for improving the Dynamics 365 user experience and recently launched its Microsoft&nbsp;<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/crmcs.docman-for-dynamics\">AppSource Approved DocDrive365<\/a>&nbsp;solution.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/docdrive365-benefits\/intelligent-document-collaboration-and-management\/\">DocDrive365<\/a>&nbsp;introduces a better way for teams and individual users to quickly locate and access documents within Dynamics and edit live documents on-the-fly.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/docdrive365-benefits\/intelligent-document-collaboration-and-management\/\">DocDrive365<\/a>&nbsp;instantly organises documents, photo libraries and folders and automatically creates new SharePoint sites so that your team are free to focus on their jobs without having to think about the technology behind it.<\/p>\n\n\n\n<p><strong>FEATURES AND BENEFITS<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Full SharePoint Integration<\/li><li>Significantly improves collaboration and document management<\/li><li>Track emails and Drag and Drop documents into Dynamics<\/li><li>Instant automatic document organisation, storage and location<\/li><li>Collaborate on live documents between teams without downloading<\/li><\/ul>\n\n\n\n<p><strong>For Dynamics users looking to significantly improve collaboration and document management, with the added advantage of having full SharePoint and Teams integration,&nbsp;<\/strong><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/docdrive365-benefits\/intelligent-document-collaboration-and-management\/\"><strong>DocDrive365<\/strong><\/a><strong>&nbsp;will improve your Dynamics experience. Visit&nbsp;<\/strong><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/docdrive365-benefits\/intelligent-document-collaboration-and-management\/\">DocDrive365 Features and Benefits for Intelligent Document Collaboration and Management<\/a><strong><\/strong><strong>&nbsp;for more details.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Users of Microsoft\u2019s 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<\/p>\n","protected":false},"author":43,"featured_media":315,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[4],"tags":[],"class_list":{"0":"post-314","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-docdrive365"},"featured_image_src":"https:\/\/blog.citrus-lime.com\/crmc\/wp-content\/uploads\/sites\/30\/2022\/01\/connectivity-header-scaled.jpg","author_info":{"display_name":"jadesmith","author_link":"https:\/\/blog.citrus-lime.com\/crmc\/author\/jadesmith\/"},"_links":{"self":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/314","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/users\/43"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/comments?post=314"}],"version-history":[{"count":1,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/314\/revisions"}],"predecessor-version":[{"id":316,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/314\/revisions\/316"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/media\/315"}],"wp:attachment":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/media?parent=314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/categories?post=314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/tags?post=314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}