Effortless Document Archiving & Retrieval in Dynamics 365 F&O

Struggling with document management in Finance & Operations? There’s a better way.

Quicker, Easier & More Affordable Document Management

Managing documents in Dynamics 365 F&O can quickly become a challenge. Spiralling storage costs, complex integrations, and security concerns make retrieving the information you need frustrating and time-consuming. SharePoint limitations, compliance requirements, and inefficient search functions only add to the struggle.

Autoform DM simplifies it all.

As a seamless, cost-effective archiving and retrieval solution, Autoform DM integrates directly with F&O, eliminating external storage issues and giving you instant access to documents like invoices, contracts, and compliance records. With powerful search functionality, easy configuration, and built-in security controls, Autoform DM makes document management quicker, easier, and more affordable—without ever leaving F&O.

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Find Documents Instantly

Tired of wasting time searching for archived documents? Switching platforms, navigating SharePoint limits, and manual searches slow down workflows and create unnecessary frustration.

With Autoform DM’s intuitive search, you can retrieve any document in seconds - directly within Dynamics 365 F&O. Whether it’s an invoice, contract, or compliance record, finding what you need is fast and effortless - no coding, no workarounds, no hassle.

Say goodbye to delays and storage headaches - Autoform DM delivers instant, seamless access to your documents, right where you need them.

Upload & Store Documents with Ease

Struggling with messy, unorganised document uploads in Dynamics 365 F&O? Manually saving, categorising, and storing files can be inefficient and prone to errors, leading to misplaced or inaccessible records.

With Autoform DM, uploading documents is fast, structured, and hassle-free. Whether it’s invoices, contracts, or compliance documents, files are securely stored and instantly retrievable - all within F&O. No need for external storage solutions or complex configurations - just seamless, organised document management at your fingertips.

Complete Control Over Your Documents

 

 

Managing documents isn’t just about storage - it’s about having full control over how they’re organised, accessed, and retained. Complicated configurations, rigid structures, and compliance risks can make document management a challenge in Dynamics 365 F&O.

With Autoform DM, you get complete flexibility to configure search, upload, and retention settings to fit your business needs. Set custom retention rules, create intuitive search buttons, and ensure compliance effortlessly - all without complex coding or external integrations.

Take control of your documents, streamline workflows, and stay compliant - easily.

Why Choose Autoform DM for Your Archiving & Retrieval?

Reduce Spiralling Storage Costs
Tired of hidden storage fees and storage limits? Autoform DM keeps your documents securely archived without the risk of hitting Microsoft storage thresholds, helping you control costs and avoid unnecessary fees.
Seamless Integration with 3rd Party Platforms
Autoform DM integrates effortlessly with customer portals, supplier systems, and external applications, giving you full control over how you manage and access your documents—all without complex workarounds.
Security & Compliance, Built-In
Autoform DM ensures your document storage meets the highest security and regulatory standards. With ISO 27001 compliance, built-in retention rules, and full audit tracking, your business stays compliant without the headache.