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Power Pages is a new feature which is currently in preview from Microsoft, it allows you to build a low-code website which directly links with your Power Platform and data. There has been previous applications released by Microsoft in the past which are similar to this called Dynamics 365 Power and Power App Portals but they both required a fair level of coding knowledge along with Dynamics 365 knowledge making it difficult for non-technical individuals…

At CRMCS, we focus many of our articles on how to build PowerApps and Dynamics.
Our DocDrive365 IP focuses on how to engage SharePoint content, specifically documents and Metadata, within Power Apps and Dynamics.

This series of articles in our monthly newsletter is going to look at how we develop new web parts in SharePoint that can help us integrate Dynamics and DocDrive365 into our Intranets – so we can start thinking of SharePoint, Teams and Dynamics as a single solution for business; and not lose the benefits of these Applications when a business or partner only focuses on Dynamics or only focuses on SharePoint.

Hopefully this article will provide you with a good feel for what is possible.

Imagine if your system could automatically derive the meaning from an incoming document, invoice, photo or even handwritten notes and pass this meaning into the system to help automate the transaction and drive the next step in your workflow. We are excited to be exhibiting at the London Law Expo in October 2018 and demonstrating how Cognitive Services can do just that – how this technology can be used with CRM and SharePoint to bring Machine Learning…

We were pleased to demo DocDrive365 at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together – and Commercial Apps built by Developers such as ourselves to provide specific functionality to the Cloud. In our case, using the DocDrive365 for Dynamics App to integrate Dynamics…

DocDrive365 for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint (following the rules defined for the integration) and connects the two together. On Creation of a New…

Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address, Sales or Contract Terms we have tracked in CRM. By default these new Documents are created…

Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of importance of Documents can vary from business to business, this is why we think everyone should be considering what makes…

We’ve seen how DocDrive365 can integrate Documents from SharePoint into Dynamics – however many industries also need to track galleries of photos to a Project, Case or Asset. Photos and Images have a different form factor where simply viewing as a top-down list is less than efficient. To do this better, DocDrive365 provides a dedicated Photos Tab that links to a SharePoint Picture Library. After adding DocDrive to your Microsoft Cloud Tenant – we can see this…

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), or a Client Team that may be working on a key account for months or…

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 behind each Team we create so this purpose is easy linked to our User’s business processes. Typically…