DocDrive365 Get Started Guides

Remote Team Working is here to stay for many of us and, whilst we may be getting more comfortable with the idea, it still presents its fair share of challenges. CRMCS carried out its own research into what these challenges are and how best to overcome them! .... More

Top 3 Essential Tips for Remote Working

CRM Consultancy

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Since we started developing DocDrive there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to.... More

Add the App to Dynamics

Paul McQuillan

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Sharing Documents is often a vital part of communicating letters, contracts and other longer form information with our Clients and Suppliers. However Email Attachments are not always the best way for us to do this – and so DocDrive offers us three options for sharing a Document or set of Documents by Email. We first open the Dynamics.... More

DocDrive365 Day Six: Sharing Documents by Email

Paul McQuillan

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We’ve seen three types of Rule within DocDrive’s integration from Dynamics to SharePoint – Record Rules to create a Location per Record, Lookup Rules to build hierarchies in SharePoint from the relationships in CRM, and Bucket Rules to establish common parent folders or Libraries. An additional element we can configure is the ability for a new Record in Dynamics.... More

DocDrive365 Day Five: Cases and Template Folders

Paul McQuillan

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One problem that could often occur with Dynamics to SharePoint integration is where a Record in Dynamics would be renamed, and this would leave the Folder or Document Library in SharePoint with a now out of date name. DocDrive resolves this problem by picking up on any changes in Dynamics that should be reflected in SharePoint. We can.... More

DocDrive365 Day Four: Renaming Document Locations

Paul McQuillan

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We have seen how DocDrive can create new Document Libraries and Folders for records in Dynamics, and how related records can form the structure for how our documents are stored. We can also look at the concept of ‘bucket’ folders that can build not just a Folder for a Record, but also other ways of dividing record’s into a.... More

DocDrive365 Day Three: Opportunities and Bucket Folders

Paul McQuillan

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Moving on from how we can see Accounts in Dynamics creating Folders in SharePoint using a more configurable structure, we can then look at a related Entity to Accounts such as Contact. Typically Contacts we track in Dynamics will be related to a particular Company, and we may want to store Documents in a way that reflects.... More

DocDrive365 - Day Two – Contacts as Sub-Folders from the Account

Paul McQuillan

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Once we have the DocDrive App installed into our Tenant of Dynamics 365, we can open the App and start exploring how this integrates Dynamics with SharePoint. If we open an Account Record in the App, this will Open the Record via a simple Dynamics Form. This Form contains the DocDrive Panel, this will ‘peek’.... More

DocDrive365 - Day One – Accounts in Dynamics, Folders in SharePoint

Paul McQuillan

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