DocDrive365 How to Articles

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

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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

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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

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Dynamics 365 and Microsoft teams are powerful business tools, which work in similar ways. Let’s being by looking simply at how they both work: Teams is essentially made up of a group of individuals, departments or even a company-wide group. Teams are subdivided into.... More

The CRMCS guide to everything you need to know about integrating Teams with Dynamics 365

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Be honest, can you always find documents when you need them? No? Well, we feel your frustration, because we’ve all been there. Sometimes it can be like that every day. You may feel relieved knowing that you’re not alone, but luckily for us all, there’s a very simple remedy to.... More

Saving Time By Keeping Documents In One Place

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It’s Simple. Compliance is there to protect your business and its reputation. It defines the process of making sure your organisation and personnel adhere to relevant industry laws, regulations, standards and ethical practices that apply to your industry. Every successful organisation embraces.... More

The Key to Successful Compliance in 2020

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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

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Without doubt, since COVID-19 Microsoft Teams has become the de-facto way for communicating at work and organisations have been forced to adapt very quickly. Whilst most staff have adapted well to their new environment, few organisations are equipped to get the most out of the advanced functionality that Teams has, particularly when using it alongside their CRM platform..... More

Can you use Teams to amplify collaboration in Dynamics?

CRM Consultancy

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Users of Microsoft’s 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.... More

The secrets of successful document collaboration in Dynamics

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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Once DocDrive365 has been added to Dynamics, and we are accustomed to working with Documents in SharePoint directly from within CRM, we can 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 us and request the additional security module that will.... More

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

Paul McQuillan

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I’ve been interested in Microsoft Teams since starting to replace Skype for Business in 2018, as the platform allows us to better achieve some of the objectives I’ve seen businesses interested over the last decade – primarily the easier ability to build a living breathing platform that better connects a business and makes it easier to advance in a joined.... More

Why Teams matters to CRM?

Paul McQuillan

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Organising Teams is crucial to having a good working environment that gets things done – but there are a plethora of ways of doing this, and many organisations get lost with having a range of colloboration tools all running a bit disconnected from each other.  This can sometimes actually make running a good team worse (“which tool am.... More

Using Tasks between Microsoft Teams and Dynamics

Paul McQuillan

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What’s the Benefit? One of the most common things I see as a Dynamics Consultant is how companies can acquire databases and store them in a non-collaborative fashion. Don’t get me wrong, Excel is a great tool, however version management and ease of access are always an area for concern. Enter Dynamics 365, you can share your database.... More

DocDrive365 Notifications in Microsoft Teams

James Binnie

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Using DocDrive365, we can open a record in Dynamics and drag a document into that record. This will upload the document to the SharePoint Location behind the record as the Document Management Platform behind Dynamics 365. NOTE: This can also be done by Tracking an Email from Outlook to Dynamics and setting the ‘Is Regarding’.... More

Adding a Document as a Tab in Microsoft Teams and Dynamics

Paul McQuillan

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Microsoft Teams can suffer from' ‘bloat’ if too many Teams get created for too many purposes. This has historically been a problem for SharePoint where just too many Sites get created for Users to be able to relate to, and so end up conversely making information harder to find. We can manage this problem by having a purpose.... More

Using DocDrive365 for Teams Governance

Paul McQuillan

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When we work on a Project or Client Engagement, we will often want to define a group of Team Members that need to collaborate on the Project and be kept up to date for Documents, Updates and Notifications – this can be for a temporary working team to achieve a particular outcome (such as a Sales Team for an Opportunity),.... More

Using Microsoft Teams with Dynamics

Paul McQuillan

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Within SharePoint Online we can create Modern Team Sites, and these can be integrated into Microsoft Teams to support multiple channels of collaboration in Teams. This can be driven from Dynamics 365 using DocDrive365 – so that each record in Dynamics results in a New Team, or contributes to an Existing Team. The following steps aim to show.... More

Creating a Microsoft Teams Site from DocDrive365

Paul McQuillan

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We’ve seen how DocMan can integrate Documents from SharePoint into Dynamics – however many industries also need to track galleries of photos to a Project, Case or Asset. Photos and Images have a different form factor where simply viewing as a top-down list is less than efficient. To do this better, DocMan provides a dedicated Photos Tab that.... More

DocMan Day Seven: Photo Libraries

Paul McQuillan

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Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan

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Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More

Generating New Documents to SharePoint in Dynamics

Paul McQuillan

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DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More

Integrating Changes in Dynamics to 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

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