DocDrive365 News

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?

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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

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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

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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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We worked with Cosmonauts to run a Webinar dedicated to discussing common problems and useful strategies for working with Microsoft Teams and CRM. We had some great speakers providing great information from their experience with CRM and Power Platform Projects. The full video can be viewed here, and we’ve collected several of the key points below: Power.... More

Teams, Documents & CRM, a Microsoft Dynamics Talk

Paul McQuillan

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We exhibited at the Future Lawyer Week for its inauguration in the USA to discuss Legal Technology and the mixture of challenges and opportunities that advancing technology presents for Legal Practises. Our focus at CRMCS is the application of the Microsoft Cloud for Organisations and Case Management in the Legal and Asset Management Sectors – however we always take.... More

Future Lawyer Week USA

Paul McQuillan

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We are going international, bringing our Manchester ‘Bee Industrious’ approach to CRM, B2B and Document Management to NYC on the 21st November 2019 with the Future Lawyer Summit USA. Our mission is to help Asset Management and Legal Organisations advance their knowledge beyond Office 365 and take better advantage of the opportunities presented by the Microsoft Cloud, and are.... More

CRMCS and DocDrive365 in New York

Paul McQuillan

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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

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