CRMCS: Fully Integrate Teams, Sharepoint & Dynamics 365

Many companies lose valuable time from staff searching for information they need, buried deep within SharePoint, Dynamics 365, email and many other Apps, or Microsoft Services. CRMCS brings together in a single unified information management platform to enable better productivity and more efficiency.

CRMCS introduces a uniform way to manage structured and unstructured information in a consistent manner, driving up productivity across your organisation. Harness the power of CRMCS' enhanced cross-platform security. Automate your workflow more intuitively with Cognitive Services. And, introduce a fully integrated approach to working in Teams, SharePoint and Dynamics, with DocDrive365.

DocDrive365

Introducing Docdrive365, our flagship product

The introduction of DocDrive365 marks a new milestone in collaboration and intelligent document management. DocDrive365 enhances security and collaboration across the Microsoft Cloud, adding automation to rapidly increase the workflows across Dynamics, SharePoint and Teams.

Build Collaboration with Teams

Collaboration is vital in today's world. The manner in which we store, access and share information plays an important role in building the right collaboration model. Teams integration is our go-to method for realising effective collaboration, made possible by DocDrive365.

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Cognitive Services

The increasing demand for a more intelligent approach to managing information means that organisations need automation. CRMCS adds powerful Machine Learning technologies, revolutionising the way everything works, to enable you to focus on business tasks.

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Security

Dynamics, SharePoint and Teams possess excellent security; however, they work in different ways. CRMCS can deliver a unified approach to security for your business, with a fully integrated security solution incorporating the entire Microsoft cloud environment.

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DocDrive365

Supercharge collaboration between Teams, SharePoint and Dynamics with DocDrive365 - the intelligent collaboration and document management solution. Microsoft AppSource approved, DocDrive365 can be quickly added to any tenant of Dynamics or Power Apps.

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Monthly Release Management for Moneypenny

Explore how CRMCS client Moneypenny uses Sprints for Dynamics 365 and Cloud Services - critical to sustaining market leadership in answering & business support services.

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Collaboration is vital in today's world. The manner in which we store, access and share information plays an important role in building the right collaboration model. Teams integration is our go-to method for realising effective collaboration, made possible by DocDrive365.

Optimising the way Teams is used helps companies become sharply focused on meeting their business objectives and ensures that information can be stored, accessed and exchanged quickly. In addition to using CRMCS' DocDrive365 to achieve Teams integration, our expertise in using Graph API combines the strength of Dynamics 365 and Microsoft Teams to:

  • Automate the creation of new Teams and Channels, around Dynamics 365
  • Drive actions between internal and external team members using Team Bots
  • Send posts to Teams based on real-use events and workflow
  • Access key activities in Dynamics 365, directly from Teams
  • Instantly locate any document stored in SharePoint, directly from Teams
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The increasing demand for a more intelligent approach to managing information means that organisations need automation. CRMCS adds powerful Machine Learning technologies, revolutionising the way everything works, to enable you to focus on business tasks.

By connecting Azure Cognitive Services with Dynamics and SharePoint, we're able to introduce automation into your business. Using CRMCS' own DocDrive365 Microsoft approved technologies, we're able to configure the rules you need to automate the business processes that add significant value to the way you operate. With our Cognitive Services solutions you can add the following features:

  • Intelligent dropboxes - instantly associate emails, attachments or documents to specific Dynamics 365 records, with secure, automatic intelligent storage in SharePoint locations, to enable lightning-quick information retrieval.
  • Automatic metadata - add metadata and tagging to documents automatically, speeding-up document searches to reduce workflow delays.
  • Image identification - Machine learning makes it easier to automatically spot objects within images, or identify specific flags, helping to build checklists or set next actions
  • Workflow from content - Introduce automation to the way contracts, jobs or projects are managed, based on the control or, specific documents uploaded.
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Dynamics, SharePoint and Teams possess excellent security; however, they work in different ways. CRMCS can deliver a unified approach to security for your business, with a fully integrated security solution incorporating the entire Microsoft cloud environment.

Enhancing security means that you can set new standards in corporate governance, helping you keep compliant to reduce the risk of fines or adverse publicity. CRMCS extends security, helping you:

  • Keep a real-time map of document locations, with more informative document metadata.
  • Quickly identify and change who has access
  • Control what and how you share information with third parties
  • Improve control over structured data, CRM and unstructured data.
  • Implement intuitive security for documents and email.
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Supercharge collaboration between Teams, SharePoint and Dynamics with DocDrive365 - the intelligent collaboration and document management solution. Microsoft AppSource approved, DocDrive365 can be quickly added to any tenant of Dynamics or Power Apps.

DocDrive365 is CRMCS' flagship product, developed after many years of expertise of developing CRM cloud-based solutions for clients. Together with our comprehensive suite of tech extensions (plugin toolkits) for the Microsoft Cloud, adding DocDrive365 will really make a difference to your business, by improving:

  • Collaboration
  • Full integration between Dynamics, Teams and SharePoint
  • Document Management
  • Compliance with GDPR
  • Access control for internal and external users
  • Managing document locations from one place
  • Accessibility of important documents, emails and attachments from within CRM
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Understanding your challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we delivery the right solutions for you.

Proven Real-World solutions

As a leader in the field of Dynamics solutions, our pedigree in developing and delivering real-world solutions is unsurpassed.

Long-Term support

We provide support beyond our design, implementation and 'go-live' delivery using Springs and continual updates to our AppSource apps.