EMBEDDED DOCUMENT MANAGEMENT SOLUTIONS

MICROSOFT DYNAMICS 365 

CUSTOMER ENGAGEMENT

Everything you need to go paperless with Customer Engagement—from 
basic document and transaction archiving and document distribution 
to more advanced document management with 
approval workflow and OCR data extraction

Document Archiving

Render (as a PDF) any transaction in Customer Engagement and support the capture of inbound documents, emails, and other electronic files

Document Distribution

Distribute documents, archived email messages, and other electronic content related to transactions and other records in Customer Engagement 

Document Approval

Enable document-centric business processes driven by actions (such as saving a record) and business logic (such as routing based on threshold allowances)

Leveraging Other Applications

From Customer Engagement, work with documents, emails, and other electronic files linked to records in other applications such as Business Central and Finance & Operations

Everything You Need

Datahaven offers everything your organization needs to go paperless with Customer Engagement —from basic archiving and distribution to more advanced document management functionality such as approval workflow and OCR data extraction.

By embedding its patented, virtual folder structure interface throughout Microsoft Dynamics 365 Customer Engagement and in other applications and platforms, Datahaven 365 offers a unique solution that ensures user adoption and enables your organization to increase efficiency, extend visibility, improve consistency, improve compliance, minimize training, maximize flexibility, and reduce licensing costs. 

 

Whether your organization has straightforward document management requirements or complex, industry-specific needs, the Datahaven 365 Customer Engagement solutions empower your entire organization to deliver value with every interaction you have with customers, vendors, and others.

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Whether your organization has straightforward document management requirements or complex, industry-specific needs, the Datahaven 365 Customer Engagement solutions empower your entire organization to deliver value with every interaction you have with customers, vendors, and others.

 

Leveraging Customer Engagement with other business applications further enhances its value

Making the most out of your Datahaven 365 Customer Engagement implementation requires that everyone who needs to work with documents, email, and other electronic content have access to what they need. Sometimes, unstructured content relates to a transaction or other record in another business application such as CRM / Customer Engagement or to a channel in a communication and collaboration application such as Microsoft Teams.

You could purchase each user a full license to Customer Engagement and a full license to CRM / Customer Engagement and require them to search out the unstructured content in each. But that would be cost-prohibitive from a licensing standpoint, not to mention horribly inefficient.

Datahaven 365 enables Customer Engagement users to interact with documents, emails, and electronic files from the Customer Engagement interface even though this unstructured content is linked to records in other systems such as CRM and Teams.

With Datahaven, most of these document interactions can occur without incurring the expense of a full license to use these other systems.

 

For example, your sales staff in CRM can see posted invoices from Business Central or Finance & Operations displayed on the customer account record in CRM without a full ERP license. Similarly, your receivables staff can view a customer agreement from Business Central or Finance & Operations even though the agreement may have been saved originally in CRM.

GIF - navigate from Teams to CRM to FinO

Enhanced Visibility

From Customer Engagement, Datahaven’s patented, virtual folders enable users to view documents and emails linked to a record in another system

Universal Capture

From Customer Engagement, scan, import, and drag-drop documents and emails and have them automatically named, filed, and linked to a record in another system

Streamlined Approvals

From Customer Engagement, route and approve documents and emails linked to a record in another system

Universal
Distribution

From Customer Engagement, send documents and emails linked to a record in another system and have the outbound message automatically named, filed, and linked in that system

Accelerated Navigation

From Customer Engagement, navigate to a record in another system such as Business Central or Finance & Operations using the document or folder displayed in the Customer Engagement interface

If you are new to the world of managing documents electronically, you may want to consider an initial project to implement Datahaven 365 as an archiving solution in a limited number of Customer Engagement modules. 


The Datahaven 365 Customer Engagement archiving solutions deliver everything your organization needs to render (as a PDF) any transaction in Customer Engagement and support the capture of inbound documents, emails, and other electronic files. 

In just a couple of clicks of the mouse, you can programmatically name and file this unstructured content and link it to a Customer Engagement record.

Datahaven displays all of this unstructured content in its patented, virtual folder structure so that authorized users have instant, context-sensitive visibility from any of Customer Engagement record to all of this unstructured content during any stage of a transaction lifecycle. 

 

Document & Transaction Archiving for

Microsoft Dynamics 365 Customer Engagement

Reduce data entry

Eliminate duplicate data entry and reduce manual data entry and human error while (subtly) enforcing record-keeping policies by naming and filing Customer Engagement documents with just a click or two

Enhance visibility

Avoid searching for documents with patented, virtual folder structures that programmatically display everything related to the current Customer Engagement record (and records in other applications such as an ERP, Power Apps, and Teams)

Accelerate navigation

Accelerate navigation to related documents, transactions, and other records in Customer Engagement—not to mention other applications such as Business Central, Finance & Operations, Power Apps, and Teams

Minimize training

Minimize training and maximize user adoption with a familiar folder structure interface embedded in Customer Engagement, in a web portal, and on mobile devices

 

Document Distribution for

Microsoft Dynamics 365 Customer Engagement

The Datahaven 365 Customer Engagement document distribution solutions deliver everything your organization needs to distribute documents, archived email messages, and other electronic content related to transactions and other records in Customer Engagement.


Your organization can configure these outbound document distribution process to occur based on a user initiating the process or having the process automatically initiated on certain conditions such as saving changes to a transaction so you can ensure that the correct files are sent each time to the correct email address, including personalized covering emails. 

Datahaven 365 supports the use of email templates (with or without pre-defined transaction data) to send an email attachment of the PDF archive of a transaction. Additional document attachments such as design documents, terms and conditions, and statements can be programmatically attached separately or combined into a single attachment.


Datahaven automatically stores the outbound email and its attachments, programmatically names and files the email, and links it to the related Customer Engagement record. By automatically linking the outbound email, the email is tracked in the Datahaven audit trail and is accessible from Datahaven’s patented, virtual folder structure embedded throughout Customer Engagement. 

Reduce data entry

Eliminate duplicate data entry and reduce manual data entry and human error while (subtly) enforcing record-keeping policies by naming and filing outbound documents automatically

Enhance visibility

Avoid searching for outbound documents using Datahaven’s patented, virtual folder structures that programmatically display outbound documents in every transaction where they are relevant

Minimize training

Minimize training and maximize user adoption by supporting outbound document distribution within the same familiar interface as all of your other 

 

Document Routing & Approval Workflow for

Microsoft Dynamics 365 Customer Engagement

As your organization grows, complex document processes will become more difficult to manage because there are more people and a higher transaction volume. The problem is only made worse as the workforce becomes more distributed and more people work from home.

 

Automating your document-centric business rules addresses all of these challenges.

Datahaven 365 is powered by a fully-configurable workflow engine that enables document-centric business processes to be driven by specific user actions (e.g., updating a quote) and by automated business logic (e.g., routing a quote because its total exceeds a configurable threshold allowance).

Leveraging Datahaven 365 document-centric workflows with Power Automate

Datahaven 365 can be further leveraged with Power Automate.

By leveraging Datahaven with Power Automate, you can use Power Automate to build no-code workflows that cause document-centric events to occur in Datahaven or data-centric events (adding/modifying data) in an application based on document-centric actions that occur in Datahaven.

Increase

efficiency

Apply exception-based handling so that your workforce uses their time more efficiently, allocate resources programmatically where needed to alleviate bottlenecks, and avoid document-centric processes in Customer Engagement being delayed during vacations

Reduce

human error

Reduce errors and enforce policies by blocking users from updating Customer Engagement records through the enforcement of conditional business rules that combine document-centric rules with Customer Engagement data

Maximize

flexibility

Approve documents from inside of Customer Engagement or from any email client on any device, define routing rules by amount or date, when the document was captured, and/or how long the document has been sitting in a queue, and apply sophisticated concepts such as a Delegation of Authority matrix and segregation of duties

Enhance

visibility

Enable a Customer Engagement user access to the complete set of data and documents from any application, including Business Central, Finance & Operations, Teams, and Power Apps and provide managers with access to a consolidated view of the document workload across a department or across the entire organization

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© 2020 Torrential Data Solutions, Inc.

641 Lynnhaven Pkwy., Suite 201

Virginia Beach, VA 23452  USA

+1 757.222.2000A

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