CRM CONSULTANCY LTD
Intelligent document management with team sharing connectivity between SharePoint & Dynamics.
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.
REMOTE DOCUMENT LOCATION
Harness the power of DocDrive365’s robust and secure remote access to documents, wherever you are in the world.
- 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.
DEMO & FREE TRIAL
Want to do more? Then book a demo with us to see what's possible by combining Dynamics, SharePoint and Teams - email@example.com
Or add the App into a Sandbox Environment now and get started with a better standard of Document Management straight away - https://getdocdrive365.crmcs.co.uk
DocDrive365 - Get Started with Document Management
£5.40 per user per month | The increased efficiencies alone will easily recover the cost of integrating DocDrive365 into your workflow.
This includes 2 x 2 hour setup sessions at no cost to configure the Document Structure Rules in the App.
DocDrive365 - SharePoint Security & Microsoft Teams
£5.40 per user per month + £990 initial 2-day setup | Consultancy Services to understand the Channels and Security Model to configure the rules into the App.
Over 200 Users in mind? For Enterprise Clients please contact us to discuss a bespoke package between Document Management, SharePoint Security and Teams Configuration.