U.S. Patent No.: 9,046,993
Dramatically more powerful than a Windows Explorer folder structure, Datahaven’s dynamic virtual folders render searching obsolete by programmatically naming and filing content in a click or two and enable rapid navigation between related records, even if they are in different applications
Once Datahaven links a document or other electronic file to a record in your business application, Datahaven programmatically discovers all of the other records that relate to it. Add an email to an invoice record, Datahaven auto-links the email to (and makes it visible from) the related quote, order, item, and lot records just to name a few.
Patented technologies that produce dramatic results
The Datahaven 365 products and solutions leverage the benefits of a patented combination of the virtual folder structures and Deep Data Linking™ technology to provide instant access to organized, contextual views of every relevant document, email, and other electronic file required to make business decisions.
Dynamic, virtual folder structures embedded
in familiar business applications display
context-sensitive content organized
in an intuitive interface
We have embedded these patented, virtual folder structures throughout multiple Microsoft applications and platforms, including Business Central, CRM, Finance & Operations, the Power Platform, and Teams.
Don’t let the familiar look-and-feel of a parent-child folder structure fool you into thinking the Datahaven folder structures are simple or limited in functionality.
Much more than a simple Windows Explorer folder structure
Although the Datahaven virtual folder structures have the familiar look-and-feel of Windows Explorer folder structures, they are dramatically more powerful.
Datahaven’s dynamic virtual folders programmatically name and file content in a click or two and enable rapid navigation between related records.
As long as a data relationship exists between two or more Dynamics records (no matter how distant that relationship might be), Datahaven can represent this relationship and organize and display all of the documents, email, and other electronic files related to these records in a virtual folder structure.
Datahaven’s virtual folder structures make searching for this content obsolete because it is displayed on every record where it is relevant—even on related records in other applications such as Microsoft Dynamics 365 Business Central, Customer Engagement, Finance & Operations, Teams, and Power Apps.
Store once. Display everywhere.
Datahaven stores only one copy of the document that can be displayed anywhere in Dynamics based on the user’s role and the user's activity. In the sample virtual folder structures below, the same documents are visible (in slightly different folder structures based on the user's role and transactional context) on the vendor record, the posted purchase invoice record, and the payment journal entry.
Datahaven gives each user instant visibility into all of the documents and emails needed to do their job—without impacting our core business application’s performance.
~ Victor Dierckson, IT Manager, Talking Rain Beverage Co.
Deep Data Linking stops users from guessing (or searching for) what other related records or documents might exist
How does Datahaven determine all of these data and transactional relationships? We call it our Deep Data Linking™ technology.
Datahaven’s patented technologies leverage the Common Data Model and the OData protocol to programmatically detect data relationships among live transactional records and organize and display these live data relationships in an intuitive parent-child folder structure.
For example, when a user drags-and-drops the PDF of a vendor’s invoice onto a vendor invoice record in Business Central (or any of the other Microsoft applications supported by Datahaven), Datahaven automatically links the PDF of the vendor’s invoice to the Dynamics vendor invoice record and names the document programmatically according to pre-defined criteria.
We leverage this one link between unstructured content and the business application’s record leverages Datahaven’s patented, Deep Data Linking™ technology to link the unstructured content to every other related Business Central record. Once Datahaven determines the initial link of the document, email, or other files to a Dynamics record, then Datahaven immediately knows all of its relationships to every other record in Dynamics.
Depending on your Dynamics implementation, these related records might include the vendor record itself and could include any inventory items the vendor-supplied, and the receipt records entered by the warehouse. This list is limited only by the existing relationships among records in Dynamics.
Create links with infinite granularity—down to transaction lines and production lots
Datahaven’s patented technology automatically creates links between documents and records with infinite granularity.
For example, the relationship between a sales order and a purchase order only exists at the line level because of their many-to-many relationships. In other words, one sales order may necessitate multiple purchase orders, and one purchase order may be created from multiple sales orders.
If your organization uses lot tracking, Datahaven can automatically create links down to the lot level.
For example, Datahaven can link a Certificate of Analysis for a particular item lot to all of the orders placed for a production BOM. This enables Datahaven to show not just all of the orders for a BOM from the BOM itself, but also show the CoA for lot tracked items on the order.
The examples are only limited by your organizational needs.