Search for, retrieve and access documents in seconds, within the safety of your Dynamics interface.
You receive the tools needed to continually construct new uses for the product as your needs change over time.
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.
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.
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!