Document and transaction archiving, distribution, and workflow approvals for any CRM / Customer Engagement module (sales, customer service, project operations, and marketing) with cross-application visibility and navigation into your ERP and other applications
Don’t settle for just any document management system for your Microsoft business applications
A Dream Come True
It's been a dream of mine for about 15 years that someone would come up with a solution like Datahaven for Dynamics.
~ Wayne Befus - Vice President of Finance, Executive Flight Center
Increase visibility and efficiency across all of your Microsoft business applications with our patented, virtual folder structures…
What makes Datahaven special?
Datahaven 365 leverages patented, virtual folder structures to give users—in the office, on the road, and at home—instant, context-sensitive visibility to every relevant document, email, and other electronic file before, during, and after any stage of a transaction lifecycle.
Our solutions will help your organization dramatically increase efficiency, extend visibility, improve consistency, ensure compliance, minimize training, maximize flexibility, and reduce licensing costs
You can start with a small archiving project in one department and grow your document management solution from there. Or, you can start with a more advanced document automation solution.
It’s up to you.
You may not need all of what Datahaven offers right away. But it’s comforting to know that your Datahaven implementation can grow with your organization’s needs.
Your organization’s relationships with vendors, customers, and other organizations extend across multiple departments and, frequently, across multiple applications.
Managing these multi-application, multi-department relationships and the documents, emails, and other electronic files related to them is one of the areas where Datahaven 365 sets itself apart.
No matter the application, users across your organization have immediate access to organized, contextual views of every relevant document, email, and other electronic file required to make business decisions.
Increase visibility and efficiency across
all of your Microsoft business applications
with our patented, virtual folder structures…
Leverage your Datahaven 365 investment
across any department in your organization
Even departments that rely on multiple
Microsoft business applications, including
ERP, CRM, Power Apps, and Teams
Add any level of document management to any of your Power Apps and keep them synced with your other Microsoft business applications, build no-code workflows in Power Automate with document-centric triggers and actions, and enable responses of Power Virtual Agents to include relevant documents and other content