Effortless Document Archiving & Retrieval in Dynamics 365 F&O

If managing documents in F&O is becoming harder, more expensive and less predictable, you are not alone. There is a simpler way to regain control.

Quicker, Easier and More Predictable Document Management

For many organisations, managing documents in Dynamics 365 F&O is no longer straightforward. Storage fees continue to rise, Microsoft’s access policies evolve, and standard search tools often struggle with the volume of documents businesses handle every day. The result is slower processes, greater uncertainty and unexpected monthly costs.

Autoform DM offers a stable alternative.

As a central archive that integrates directly with F&O, it keeps documents organised, secure and easy to retrieve. Storage costs are predictable, usually around £0.10 per GB per month compared to Dynamics’ £1.50. You gain a clearer picture of your storage usage and full control over how your documents are structured.

Our product team actively monitors the latest Microsoft changes so you can be confident your archiving approach remains supported and future proof.

Find Documents Instantly

Switching screens or digging through SharePoint libraries slows teams down. Autoform DM brings simple, fast search directly into F&O, allowing users to retrieve invoices, contracts, delivery notes and compliance records in seconds.

Everything is indexed and accessible from familiar F&O screens. No coding or workarounds are required, and the video demonstrates how much time this saves in daily operations.

Upload & Store Documents with Ease

Uploading documents in F&O can become messy when naming conventions are inconsistent or files end up stored in different places. Autoform DM introduces a structured, reliable upload process that keeps everything in order.

Documents are sent directly from Dynamics and stored securely in the archive with clear metadata. This makes them far easier to retrieve later and ensures records remain complete and compliant. The accompanying video shows how straightforward the workflow is.

Complete Control Over Your Documents

Document storage is only one part of the story. Organisations also need control over retention, security and compliance.

Autoform DM lets you define retention periods for each document type, apply encryption, manage access through SSO or LDAP and audit every action taken. It also simplifies GDPR subject access requests by allowing quick searches across all relevant data.

Steel Warehouse Implements Lasernet and Autoform DM to Take Control of their Data and Documents

As Steel Warehouse grew through acquisition, they needed a tool to help them combine and conquer all of their document archive and portal processes across multiple ERP systems.

Read the Steel Warehouse Case Story

Significantly lower storage costs

Dynamics charges around £1.50 per GB per month for excess file and attachment storage. Autoform DM averages about £0.10, giving you predictable, sustainable document storage without the risk of hitting Microsoft thresholds.

Stable, future-proof control

Microsoft continues to adjust how attachments and storage are handled in F&O. Autoform DM provides stability, certainty and a clear path forward as the platform evolves.

Seamless, flexible integration

Autoform DM connects directly with Dynamics, customer portals, supplier systems and other business applications using ready-made APIs. Upload and retrieval are simple from whichever system your teams use.

Security and compliance built in