CRM document management

For Microsoft Dynamics 365™

Crowe CRM Document Management

Get more power over information with our adaptable add-on solution

Crowe CRM Document Management provides an easy way of managing files and folders in Microsoft Dynamics 365

Crowe CRM Document Management provides a simpler and more efficient way to organize, store, and manage files and folders in Microsoft Dynamics 365.

This CRM add-on solution provides a familiar interface, with an intuitive, graphical tree view of your document hierarchy, for better CRM document management.

Crowe CRM Document Management toolbar options:

New folder

creates a new root folder or a subfolder under the selected parent folder.

Folder actions

allows you to rename or delete the selected folder, or move it into another parent folder.

Add files

allows you to browse to the location of a file you want to upload to the selected folder.

Delete files

delete selected files from this environment. A prompt asks you to confirm.

Move files

transfers selected file(s) from one folder to another.

Change title

lets you modify the imported file name.

Email

lets you send a CRM email with selected files attached.

Apply folder template

allows you to apply a pre-defined folder structure to the current record only. To apply a template across all records in the entity, go to Settings: Folder templates.