DocDrive365 Get Started Guides

If we take the scenario where we want to have a SharePoint Site per Business Unit that we have in Dynamics, we can model this using DocDrive365 in the following steps: STEP 1 – Model the SharePoint Structure for how we will handle Business Units Add a Site per Business Unit Rule into the DocDrive365 Configuration.... More

How to use DocDrive365 to integrate permissions between Business Units in Dynamics with Sites in SharePoint

Paul McQuillan

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Once DocDrive365 has been added to Dynamics, and we are accustomed to working with Documents in SharePoint directly from within CRM, we can begin to look at Security. This guide is aimed at showing the first step to enabling Security Synchronization from Dynamics to SharePoint. Our first step is to contact CRMCS and request the additional security.... More

DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions

Paul McQuillan

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Using DocDrive365, we can configure different types of Metadata that we want to track for Documents and publish this into our SharePoint Sites. We can do this using the DocDrive App in Dynamics or Power Apps to specify the Metadata we need and divide by Content Type. This leverages the standard Content Type and Metadata functionality from SharePoint,.... More

Showing or Hiding a SharePoint Metadata Column within Dynamics

Paul McQuillan

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Initially or ‘out-of-the-box’ the security model in Dynamics and Power Apps has no synchronisation with the security model in SharePoint. This means that without integration any security rules we configure in Dynamics or Power Apps will need to be manually configured in SharePoint to ensure both systems share the same access levels. (or we run the risk of Documents.... More

Synchronising Dynamics / Power Apps Security with SharePoint

Paul McQuillan

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We would like to say a huge thank you to all attendees and registries for your interest in furthering your B2B sales excellence with @Cosmonauts and @PJ Valves. Throughout this partner exclusive webinar, attendees heard from host Timo Karakashev, Cosmonauts Founder & CEO, Dan Munro PJ.... More

Thank You for Attending CRMCS’ Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams

CRM Consultancy

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Attend CRMCS’s second Webinar Event on Tuesday 29th September at 15:30 - 17:00 GMT+ 1 Discover what's new in the world of Dynamics 365, SharePoint and Microsoft Teams..... More

Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence

CRM Consultancy

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Over one million organisations and an estimated 200 million people currently using Office 365. Only a handful of users actually realise the full capabilities or appreciate what’s under skin of Microsoft’s powerful Office 365 masterpiece. Beyond the rudimentaries of creating, storing and sharing Word, Excel and PowerPoint documents and email, we’re comfortable with .... More

Ignite your workflow by adding DocDrive365 to Office 365

CRM Consultancy

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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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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 - 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.... More

CRMCS launches new AppSource approved DocDrive365

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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We were pleased to demo DocDrive365 at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together -  and Commercial Apps built by Developers such as ourselves to provide specific.... More

Presenting DocDrive365 at Future Lawyer Week

CRM Consultancy

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We working with Documents in Dynamics we will want to see not just the Documents connected with a particular Record, but all the Documents connected to that Record or any of the Record’s Child Records – the traditional ‘roll-up’ view. The most typically example is where we have a Company Record in our CRM and want to see all.... More

Using DocDrive365 for a Documents Roll-up View in Dynamics

CRM Consultancy

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The security models in Dynamics and SharePoint work under quite different models, and this means there is no out-of-the-box integration to keep Security for Documents in-sync with Security in CRM. So we often have a common requirement to bring the two systems together and have a manageable security model between the two. DocDrive365 enables functionality in Dynamics that.... More

Using DocDrive365 to integrate Security from Dynamics to SharePoint

CRM Consultancy

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Tracking Metadata for your Documents in SharePoint is invaluable – it allows you to see key facts about a Document at a glance, control Document Workflow and make searching for Documents quicker and easier On the other hand, remembering to manually set the Metadata for a Document in CRM or Word is a chore. And as with anything.... More

Using Cognitive Services and DocDrive365 for automatic Document Recognition

CRM Consultancy

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