DocDrive365

DocDrive365 How to Articles
DocDrive365 comes with functionality to send PDFs and Documents for eSignature using DocuSign. This functionality is powered by the Flows in Power Automate using the DocDrive365 Connector. But to get started we need to configure the details of our DocuSign Account into the DocDrive Settings via the DocDrive Model App. We can do this by opening the.... More

Connecting your Docusign Account with DocDrive365 for eSignature in PowerApps

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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One new feature with Dynamics for Sales is the ability to export a Word Template directly into PDF. As a new feature, this needs to be enabled and this can be done via the Dynamics for Sales App and going into Settings within this App. NOTE: This works in the same way as the 1st Party.... More

Dynamics for Sales: Use Word Templates to Export directly to PDF

Paul McQuillan

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We can generate new Word Documents or PDFs from Dynamics 365 or Power Apps. However the default behavior of this functionality is either to download the newly generated file or save into the Notes of Dynamics. DocDrive improves this functionality by offering the option to automatically save any generated documents or reports directly into the SharePoint Location for.... More

Newly Generated Documents in Dynamics or Power Apps do not save into SharePoint

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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DocDrive is capable of creating new Teams in MS Teams as records are created or updated in Dynamics or Power Apps. Each Team in Microsoft Team can then be configured with a number of Team Members and a number of Apps. Typically this would be done manually for each new Team, however DocDrive can automate this process for.... More

Adding the DocDrive Bot to each new Microsoft Team

Paul McQuillan

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The standard use of DocDrive is to configure the set of rules for how Documents should be stored for Records of that Entity or Table in Power Apps or Dynamics. But what if we need to have branching logic for different types of record within the same Entity? Commonly this crops up when we look at Companies we.... More

Microsoft Team for each Key Account using Conditional Rules in DocDrive365

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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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

CRM Consultancy

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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

CRM Consultancy

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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

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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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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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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