Intelligent Document Management and Collaboration between Dynamics, Teams & SharePoint

Introducing DocDrive365

Make Dynamics work better for you with DocDrive365 - the first intelligent document management app for connectivity 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 organize metadata rich documents within the Microsoft Cloud.

Hosted in Azure and certified by AppSource, DocDrive365 improves team collaboration, remote working, security and compliance throughout the Microsoft estate, keeping documents in one place, so you can always find them whenever they're needed.

Collaborate easier and more productively by storing, tracking and accessing vital CRM documents quickly with DocDrive365. Take control over Dynamics and introduce the power to share key documents across teams and access them remotely. Introduce DocDrive365 to your organisation - the ultimate CRM document management solution.

DocDrive NEWS

Why Teams matters to CRM?
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Upgrading NorthEdge Capital to the Unified Interface in Dynamics
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DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions
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Using Tasks between Microsoft Teams and Dynamics
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Intelligent Document Connectivity & Management

The vital link for seamless connection and document management between Dynamics, Teams & SharePoint.

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Team Sharing Without Searching

Share critical documents across teams in real-time, without the need for searching by associating documents to individual Opportunities or Projects in CRM.

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Instant Remote Document Location

Access documents quickly, when you need them, even in remote locations.

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Keep Compliant & Control Access

Track emails and attachments from Office, to keep personal information secure and implement full document access control for GDPR compliance.

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Keeping Documents In One Place

Tracks documents in a structure that matches how you use Dynamics, and find the right version, first time, every time.

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Clicks In Place

Quickly connect the lightweight DocDrive365 app to Dynamics to add best-of-breed document management to CRM.

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Speed up intelligent CRM document management by 90%

Anywhere

Instantly locate documents from Anywhere

Full Access

Secure personal information and keep GDPR compliant by Full Access

Case Study

We have rolled out the DocDrive365 App to help a variety of customers with Collaboration and Document Management.

To access one of our Case Studies, please enter your details and we will invite you into our Teams Site to share our clients stories of using the App first-hand.

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Our Clients

Testimonials

  • "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