DocDrive365

Integrate SharePoint and Microsoft Teams into Dynamics with DocDrive365, the best extension for adding Document Management and Collaboration into our CRM and PowerApps. 

INTELLIGENT DOCUMENT CONNECTIVITY

Easily connect, manage and store documents by case, project or tender within Dynamics & SharePoint. Take advantage of the built-in drag and drop functionality to find the right documents, whenever you need them. 

SHARE DOCUMENTS BETWEEN TEAMS

Share documents effortlessly between teams in real-time, without the need to search in SharePoint or worrying about access permissions. DocDrive365 improves efficiency by enabling teams to instantly find the client documents they need in CRM, even when team members are away on leave.

Harness the power of DocDrive365’s robust and secure remote access to documents, wherever you are in the world.

KEY BENEFITS

• Intelligent Document Management and Collaboration by combining the best parts of Dynamics and SharePoint together.
• Team Sharing, without Searching as our core concepts in Dynamics are synched up to our Channels in Teams.
• Always Available Information by making our Documents accessible in the Microsoft Cloud.
• Remain compliant and control document access by synchronising permissions in Dynamics to permissions in SharePoint.
• Automatically keep documents in one place by using a flexible rules engine to make governance easy.
• Fast and easy installation to start with Document Management, and then move into Security, Metadata and Teams.