This video offers a high level overview of the Dynamics 365 Sales Hub, and the fundamental entities in which CRM is built upon, like Accounts, Contacts, Lead, Opportunities, Dashboards, etc.
Rely on the topicality and quality of the digital documents
The goal of document control is to ensure regulated, secure and efficient access to relevant information while at the same time adhering to compliance regulations . This also means that all documents in the DMS are always up to date with regard to their processing status and the information they contain. This ensures that everyone can reliably rely on the quality of the written material.
8 important steps for efficient document control
Efficient document control, also known under the terms document control or "document control", is of great importance for the success of the company. Files and documents are an important part of daily business operations and it is essential to manage them according to established rules in order to achieve a consistent quality standard.
Quality standard of document control according to ISO 9001
A central step towards binding compliance with certain recommendations for action when processing documents is the automation of document control. This is possible because the same work steps are repeated over and over again for all the same document types. This ensures that all documents are accessible and editable anytime, anywhere and within seconds.
Here are the 8 most important steps that should be considered in order to establish efficient document control in the company. Steps 1, 2, 5, 7 and 8 are particularly important for ISO-certified companies. You have to adhere to the ISO 9001 standard when it comes to “managed documents” with regard to quality management.