Crowe Document Management

For Microsoft Dynamics 365™

Crowe Document Management

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

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

Crowe Document Management gives you power over information by making it simpler and more efficient to organize, store, and recall your files, folders, and libraries. It provides a familiar interface with an intuitive, graphical tree view of your document hierarchy.

Crowe Document Management View

A familiar folder tree provides an easy way of organizing and keeping track of your files related to a CRM record.

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.
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.

Learn more about Crowe Document Management

spacer

Crowe CRM blog

The Crowe CRM blog offers insights and practical tips to help you leverage your Microsoft Dynamics investment.

Featured post: "The importance of having a CRM data steward"

Crowe CRM blog