Dynamics 365 Finance & Operations: When “free” and “good enough” don’t meet your document management needs

Does the document management system you’re using (or considering) coming up short as transaction volumes increase and workflow, security, and auditing requirements become more complex?

Datahaven™ offers scanning, OCR, and electronic workflow solutions that automate any inbound and outbound document process based on any combination of business logic (such as dollar thresholds), Dynamics data ( such as dimension codes), and document metadata (such as days since last action).

Datahaven™ uses contextually-embedded folder structures that programmatically organize and display—based on each user’s role and the current task—exactly the right subset of documents and emails (and their relationship to each other), so that each user instantly sees everything they need.

Datahaven™ does all of this for any department (sales, purchasing, manufacturing, jobs, etc.), from any screen in Dynamics (lists, cards, journals, ledgers, registers), even down to the line-level of any Dynamics transaction.

Embedded in Outlook and available on your mobile device, see for yourself why Datahaven™ gives you everything you need from anywhere you need it, so your people can process more in less time with fewer errors.

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