EMBEDDED DOCUMENT MANAGEMENT SOLUTIONS 
 

MICROSOFT TEAMS

Use Datahaven 365 to transform Teams into a universal access point that 
connects to application data to related documents, emails, and
other electronic files in a single user interface that enhances
visibility, accelerates navigation, streamlines approvals,
maximizes user adoption, and minimizes licensing costs

 

Universal Visibility

Embedded directly into the Teams interface, Datahaven’s patented, virtual folders break down content silos to enable users to view documents and emails linked across records in multiple systems such as your ERP and CRM

Universal Capture

Streamline process of archiving files with support for scanning, importing, and dragging-dropping documents and emails and have them automatically named, filed, and linked to a Teams channel or to a record in another system such as your ERP or CRM

Universal Approvals

Leverage and combine Power Automate with Dynamics data-centric workflows, and Datahaven document-centric workflows to route and approve content from Teams even though it is linked to another system such as your ERP or CRM

Universal
Distribution

Accelerate and standardize distribution of documents (even those stored in other systems like your ERP or CRM) and have the outbound message automatically named, filed, and linked in the ERP or CRM system

Universal Navigation

From Teams, navigate to a record in another system like your ERP or CRM using the document or folder displayed in the Datahaven interface embedded inside Teams

Transform Teams into a universal access point

that connects application data across

your organization to its related

documents, emails, and

other electronic files

After its initial release, Microsoft Teams quickly become a focal point for communications and collaboration. Communication and collaboration frequently require access to all forms of data as well as unstructured content related to customers, vendors, and other organizations with which your company conducts business.

As its popularity exploded during the Covid-19 pandemic, Microsoft has positioned Teams to function

  • as a tool for chat, video meetings, and calls, 

  • as a modern hub for file sharing by leveraging Office 365 

  • as a platform for third-party application integrations

 

Making the most of Microsoft Teams requires universal access to documents and email archives that may relate to a Teams channel but, more likely, relates to a transaction or other record in another business application such as Business Central, Customer Engagement, and Finance & Operations.
 

Embedded directly inside of

the Microsoft Teams interface

We have embedded Datahaven 365 directly into the Microsoft Teams interface. 

This unique, embedded integration provides Teams users—whether they are in the office, on the road, or at home—with instant, context-sensitive visibility to the full universe of relevant documents, emails, and other electronic files whether they are linked to a channel in Microsoft Teams or to a record in another application such as your ERP or CRM systems.
 

Datahaven achieves this universal visibility by embedding its patented, virtual folder structures directly inside of the Teams interface to display all interrelated unstructured content—whether this content has been linked to a channel in Teams or to records in other applications.


Among other benefits, this universal visibility will eliminate emails and phone calls between departments seeking copies of important documents or emails and accelerate navigation among related records in other business applications, including Business Central, Finance & Operations, and Customer Engagement.

GIF - navigate from Teams to CRM to FinO

De-centralize, standardize, and automate the inbound capture and outbound distribution processes from within the Microsoft Teams interface

By embedding Datahaven 365 directly inside of the Microsoft Teams interface, your organization will be able to provide a streamlined, universal process archiving inbound content with support for scanning, importing, and dragging-dropping documents and emails.

Because Datahaven programmatically names, files, and links this content to a Teams channel or to a record in another system such as your ERP or CRM, you will have consistency across your organization so that users can easily navigate and locate content from multiple applications including Teams, ERP and CRM systems.

Once stored in the Datahaven repository, every authorized user will have access to a “single source of truth” for documents from which your organization will be able to standardize, accelerate, and automate the distribution of documents (even those stored in other systems like your ERP or CRM). To ensure consistency, Datahaven automatically names and files each outbound message alongside its other related content in the Datahaven patented, virtual folder structure
 

Democratize access to critical document-centric approval processes in other systems by embedding Datahaven 365 workflow queues in your

Teams implementation

Datahaven also provides access to its document-centric workflow queues (the same queues with the same contents in these other applications) so users can participate in the workflow routing and approval process from directly within the Microsoft Teams interface.

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

with Datahaven 365

teams datahaven workflow screenshot.gif

Ensure that all document interactions

by Teams users are security-controlled

and recorded for auditing and compliance

requirements with Datahaven 365

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 Teams 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 can apply special rules such as an organization’s Delegation of Authority matrix. Datahaven also supports the application of Sarbanes Oxley (SOX) principles such as segregation of duties. 
 

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