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Bring CRM and Document Management together with Dynamics & SharePoint to improve productivity, compliance and user adoption.

DocMan for Dynamics

DocMan is an App for Dynamics 365 aimed at integrating Documents and Automation into CRM for better compliance, productivity and user adoption. The App works by integrating SharePoint as a part of Office 365 into the heart of Dynamics to provide a single solution for your Users and Teams whether they are working with records or documents in CRM.
This brings together 'unstructured data' of Documents and Emails alongside 'structured data' in CRM with a single, integrated interface, to help best manage the audit of data stored by your business.
The App is built on our years of experience in Asset Management and Complex Case Management systems where Compliance and Document Management is key. Our aim with DocMan is to make the ultimate integration between Dynamics 365 and SharePoint.
Cloud / On-Prem / Hybrid
Connects any combination of On-Prem, Cloud or Hosted
No-code Config
Setup how you want SharePoint and Dynamics to work together
No Upfront Cost
Cloud App with a simple Monthly cost
Future Proof
Highly extensible alongside the Microsoft Cloud

Drag and Drop

Make it easy for your teams, simply drag and drop documents, emails and attachments into Dynamics and have these stored in SharePoint with the right structure behind things.

Get Organised — Quick

DocMan can hook into Dynamics and start building your way of storing Documents in minutes — any structure of SharePoint Sites, Libraries and Folders can be implemented simply using our powerful rules engine.

Email

Stop losing email attachments in Outlook — DocMan will seamlessly move Tracked Attachments into SharePoint and store them more compliantly.

Start using your Cloud.

If you are using Dynamics 365, you will more likely than not already have SharePoint working away behind the scenes — DocMan puts this to use to start working with the cloud better.

More Productive

Content Types are the hidden gem in SharePoint that makes for better management of Documents, Metadata and Workflow — but often this is not used to its full potential.
DocMan joins the dots to allow Content Types to be published from Dynamics to SharePoint, and then integrate Dynamics Workflow and Actions into how you handle Documents.

Security

Dynamics and SharePoint don't normally see eye to eye when it comes to security — making it easy to have key documents or documents area more available than they should be. DocMan brings the two together to make for an easy mechanism of managing SharePoint Security through Teams in CRM.

Customers Using DocMan

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 | 22/05/2020 08:00:00

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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 | 21/04/2020 10:00:00

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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 | 16/04/2020 10:00:00

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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 | 15/04/2020 16:00:00

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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 | 15/04/2020 10:00:00

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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 | 10/04/2020 10:00:00

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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 | 09/04/2020 10:00:00

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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 | 26/03/2020 10:00:00

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  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

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