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 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 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 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 document management and collaboration tool for Dynamics 365.

DocDrive News

Top 3 Essential Tips for Remote Working
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Can you use Teams to amplify collaboration in Dynamics?
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The secrets of successful document collaboration in Dynamics
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CRMCS launches new AppSource approved DocDrive365
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Intelligent Document Collaboration & 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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Always Available Information

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 adding best-of-breed document management to CRM.

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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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Teams

Collaborate by integrating Teams and Dynamics together.

Documents

Manage Information better by integating Document Management between SharePoint and Dynamics

Security

Secure your Cloud by integrating security from Dynamics to SharePoint and Teams

No-Code Config

Setup how you want SharePoint and Dynamics to work together

No Upfront Cost

Cloud App with a simple Monthly cost

Future Proof

Highly extensible alongside the Microsoft Cloud

Get in touch and see a demo of DocDrive in action

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Our Clients