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jadesmith

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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…

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’ field to the intended record in CRM – as this will automatically suck up any attachments and put them into the…

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 with all your Users – Its easy to access, easy to keep up to date and has…

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 I using now?”), or lead to an organisation where every team or division works a bit differently…

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 up fashion. On one hand we can think of Teams for Collaboration, SharePoint for Document…

Since we started developing DocDrive there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to deliver half of this requirement by building a very flexible rules engine that would allow any Entity…

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 drop documents in CRM and harness the power to organise metadata rich documents within the Microsoft Cloud. Hosted in Azure and certified by AppSource, DocDrive365 improves team…

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 recent shift towards remote working means that this is becoming more challenging and often, teams are finding it difficult to find documents they…