EMBEDDED DOCUMENT MANAGEMENT SOLUTIONS 
 

MICROSOFT OUTLOOK

Datahaven 365 is the only document management solution that delivers an 
embedded user experience inside of the Microsoft Outlook user interface 

 

Don’t pay for licenses you don’t need

Do you have users who don't need (or who you don’t want) to work inside your ERP, CRM, or other systems, but need access to documents and other information stored there? Save on Microsoft Dynamics licensing costs by allowing non-Dynamics users to view documents related to a Dynamics transaction from the Microsoft Outlook interface

Decrease training time with familiar interfaces

Significantly reduce training time because users already know Microsoft Outlook, with the Datahaven Outlook integration, there is no need for them to learn your ERP, CRM, or other system. They can be productive without having to be trained to use one or more of these complex transactional systems

Extend security across your organization

Ensure that all document interactions by Outlook users are security-controlled, including options for enterprise-level security that can apply an organization’s Delegation of Authority matrix and SOX principles such as segregation of duties

Search for and view documents and other unstructured content from the Microsoft Outlook client with Datahaven 365

Datahaven 365 offers a unique Microsoft Outlook integration that enables users to search for and view documents from within the Outlook interface without having to login (or have a license) to another Microsoft product.

Route, approve, and reject documents and other unstructured content from the Microsoft Outlook client with Datahaven 365

Datahaven 365 offers a Microsoft Outlook integration that enables users to route, approve, and reject from the familiar Outlook interface without having to login (or have a license) to another Microsoft product.

Route, approve, and reject from any email client with Datahaven 365 Easy Approval

What happens if a user doesn’t have access to Microsoft Outlook? Datahaven 365 enables users to route, approve, and reject from any email interface, including their favorite mobile email application, without having to login (or have a license) to any Microsoft product at all.

GIF - Easy Approval.gif

Ensure that all document interactions by Outlook users are security-controlled and recorded for auditing and compliance requirements

Not only is everything in Datahaven 365 context-sensitive, it is also security-controlled and tracked in a detailed audit trail--whether the content is accessed from Microsoft Outlook or from another application.

With hundreds of document-centric privileges and permissions and options for enterprise-level security, Datahaven can help any size organization, including publicly-traded corporations, ensure better legal and regulatory compliance related to financial management, privacy, and other laws and regulations.

For companies with specific legal and regulatory compliance requirements, Datahaven 365 can apply special rules such as an organization’s Delegation of Authority matrix. Datahaven 365 also supports the application of Sarbanes Oxley (SOX) principles such as segregation of duties.

Datahaven for Dynamics:

Home

About

Contact

Careers

Privacy Policy

White-Orange_DataHaven_Logo_Tagline_tran

© 2020 Torrential Data Solutions, Inc.

641 Lynnhaven Pkwy., Suite 201

Virginia Beach, VA 23452  USA

  • LinkedIn - White Circle
  • Twitter - White Circle
  • YouTube - White Circle

A Microsoft Dynamics ERP solution: D365 Business Central, NAV, D365 Finance & Operations, AX, throughout the United States and Canada.

Path to Paperless:

Paperless Transformation

Datahaven’s patented folders embedded on the Customer page enables navigation to other records