DocDrive365 How to Articles

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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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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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 DocMan 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 DocMan at Future Lawyer Week

CRM Consultancy

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When we integrate our SharePoint Structures with Dynamics, this can give us a problem if a Record in Dynamics is renamed and this change is not reflected in SharePoint. DocMan for Dynamics caters for this by automatically updating SharePoint when the record in Dynamics changes. This is done in two steps: Step 1 –.... More

Synchronising Record Names from Dynamics to SharePoint

Paul McQuillan

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DocMan supports a definition of a Parent Map for each Dynamics Entity we want to integrate with SharePoint. This Parent Map allows us to define the Folder or Document Location for a child record (say a Contact) in relation to a parent record (say the Company associated to that Contact), so we can benefit from the Hierarchical nature of.... More

Defining DocMan Entities with multiple potential Parent Relationships

Paul McQuillan

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Once we have configured the Rules for an Entity in the DocMan Configuration area, we will usually want to drop a DocMan Panel onto the Form in Dynamics to allow the User to view, upload and work with Documents for Records of that Entity. We can add this Panel to Dynamics in the following steps: .... More

Adding a DocMan Panel to a Form

Paul McQuillan

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DocMan integrates with Xperido to combine Dynamics with SharePoint plus the ability to generate complex Templates and Reports from our data in CRM. (the table here outlines the improvements that Xperido brings over the native Document Template functionality in Dynamics 365) One of the features in Xperido is the ability to generate a Document in a wide variety of.... More

DocMan, Xperido and Output Formats

Paul McQuillan

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DocMan can be used to bring multiple SharePoint Sites together within Dynamics 365. This can be useful for integrating existing SharePoint Sites into Dynamics, and controlling which Entities or Business Units then use different Sites. If we take the scenario where we have an existing SharePoint Site for storing Legal Documents, plus a second SharePoint Site tracking Documents.... More

Bringing multiple SharePoint Sites together in Dynamics

Paul McQuillan

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Dynamics provides the excellent App for Outlook to track business related Emails into the History we have with a particular Project, Company or Contact. However any attachments to these Emails can also be dropped into CRM and both expand our CRM Database Size with large Attachments, plus prove to an ineffective place to store Documents as Dynamics lacks the.... More

Tracking Email Attachments to SharePoint

CRM Consultancy

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The best way to use DocMan to synchronise Security from Dynamics to SharePoint is two-fold: (1) Correct use of Inheritance to ensure SharePoint Sites and Libraries mirror the hierarchy of records in Dynamics – more on this topic here. (2) Unique Permissions where necessary are then managed by Teams Looking at.... More

Using Sync Fields in DocMan to automate Dynamics-to-SharePoint Permissions

CRM Consultancy

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