Keeping Documents in one place
Many organisations face challenges when attempting to store and retrieve documents in a manner which is logical and efficient. And, new team members or temporary staff can struggle to navigate document folders to search and see what's available or what they actually need in SharePoint.
DocDrive365 transforms the way documents are tracked, stored and managed within Dynamics CRM. With DocDrive365, documents are always attached to client projects and opportunities, leaving SharePoint to work in the background to create individual client sites for you. Your documents follow clients in a way which means they can be found instantly, wherever you are.
Essentially, DocDrive365 is the glue which binds Dynamics + Teams + SharePoint together to create a truly powerful document management system where everything is in one place and ready to be accessed, at the point in time when you need it.