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Whether you're looking for some
assistance or further information
regarding your solution, we're here
to help. Yes, take me there!

 

Sweden

Headquarters, Stockholm

Formpipe Software AB
Sveavägen 168, Stockholm
Box 231 31, 104 35 Stockholm
SE – Sverige
Tel: +46 8 555 290 60
Email

Linköping

Gasverksgränd 2, 582 22 Linköping
Tel: +46 8 500 072 25
Email

Västerås

Metallverksgatan 6, 721 30 Västerås

Örebro

Engelbrektsgatan 6, 702 12 Örebro

Denmark

Lautrupvang 1
2750 Ballerup
Tel: +45 3325 6555
Email

More contant info for the Danish office?

Germany

Formpipe Lasernet GmbH
THE SQUAIRE 12
Am Flughafen
60549 Frankfurt am Main
Email

 

UK, Cambridge

First Floor, Block A, Harston Mill,
Cambridge – CB22 7GG
Tel: +44 1223 872747
Email

 

UK, Nottingham

Unit 1, Isaac Newton Centre 
Nottingham Science Park
Nottingham – NG7 2RH
Tel: +44 115 924 8475
Email

 

USA

Formpipe, inc.
1200 US Highway 22 E Suite 2000
Bridgewater, NJ 08807
Tel : +1 908 200 7937
Email

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Autoform DM for Dynamics 365

Manage, store and retrieve your documents instantly and securely from the comfort of Microsoft Dynamics 365.

Autoform DM for Dynamics is a purpose-built interface which easily connects Autoform DM with Microsoft Dynamics.

This means you can store and sort large volumes of any file type including PDF’s, invoices, video & audio files without ever needing to change screens or switch systems.

Saving you time, money, and giving you more control over your files.

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Ease of access

Search for, retrieve and access documents in seconds, within the safety of your Dynamics interface.

Lifetime configurability

You receive the tools needed to continually construct new uses for the product as your needs change over time.

Secure storage

Peace of mind that your documents are safe and secure, with the correct metadata stored alongside them.

Video introduction to Autoform DM for Dynamics

Reducing admin for Dynamics users

The interface brings Autoform DM closer to the core platforms already used and loved by Microsoft Dynamics customers.

Those using the Dynamics platform (CE or F&O) will now be able to easily manage and store documents generated by both Dynamics and all other system-generated files within their standard F&O or CE interface.

All this, without switching systems or even screens.

This takes away the lengthy admin process that typically comes with document management, and removes the need for Dynamics users to adapt to a new software.

You take control

Autoform DM for Dynamics gives you, as a business, the control needed to build the governance, the rules and the structure to apply to the product.

You get the power to see all of your important data in one place, reducing the technical debt often associated with ungoverned repositories. This also provides registered admins with the capability to put in the control and governance needed to keep documents in the right place and with the correct access restrictions.

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Document import tool makes uploading your files simple

Upload files quickly and easily with the document import functionality, allowing you to transport documents from your local machine into a controlled repository in a few simple clicks.

This will also automatically sort that document into the correct content type, ensuring a straightforward retrieval process.

Files are securely stored and compliant with ISO 27001

Your content is safe and retained in the way that it needs to be. So, you can relax and have peace of mind that your documents are protected and secure.

In addition, the interface also adheres to ISO 27001 retention policies. So, you can feel safe in the knowledge that your files will be dealt with in a way that’s compliant with the relevant regulations at the end of a retention cycle.

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Key Features

The 10 key features of Autoform DM for Dynamics:

  • Seamlessly connects to Microsoft Dynamics 365
  • View all documentation for a specific account within F&O interface
  • Search for & retrieve documents in seconds
  • Share F&O documents with non D365 users
  • Enable access to document sets for customers or suppliers, external of your domain
  • Secure storage of all files (PDF’s, invoices, video files, audio files) alongside metadata
  • Automatic indexing and content type allocation
  • Centralised administration & access controls
  • Quick & easy Document Import tool
  • ISO 27001 compliant

Want to see more?

Contact us if you want more information about our products & what they can do for you & your organisation.

Or feel free to book a demo straight away by using the demo booking form to the right. We love to see you and discuss further!

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Book a demo

We would love to show you the true value of our solution with a live demo. Please fill in the fields below and one of our dedicated account managers will contact you.