Intelligent Document Management and Collaboration for D365

Isolation and
Information Silos

  • Business critical documents and information are available in D365, but also in other key business applications 
    • Users who work in D365 all day have no direct access to related documents outside D365
    • The result: users scramble to put together the information they need to conduct their daily business. Where is it? D365? Other LOB applications? Outlook? File server? Paper?
  • Business processes are interrupted because users have to switch between applications.
  • Ad-hoc, simple collaboration at a document level isn’t available.

How do I fully leverage Dynamics 365 as part of my digital transformation strategy?

  • You have a world-class ERP and CRM platform in place. It is critical to your organisation.
    But how do you ensure that you can integrate D365 into an organisation-wide digital transformation and automation strategy?
  • You need to ensure that compliance needs for your business documents are met.
  • You need to ensure high level of usability for your transformation strategy to be successful.
  • How do you bring unstructured information from various sources in to the context of structured data in D365?
  • Dynamics 365 rudimentary out-of-the-box integration with O365 is no basis for intelligent document and content management

Connect people with all relevant information to help them excel in their D365-driven business processes every day.

Icon representing Dynamics 365 integration with SharePoint

Benefits

Improve Productivity

  • Get significantly faster access to the necessary documents for the task at hand
  • Save time by not needlessly switching between business applications to find information
  • Improve the automation of your day-to-day business

Increase Employee Satisfaction

  • Free up time for value added tasks
  • Simplify the handling of content in information-driven processes
  • Deliver the right information using document management and collaboration functionality directly in D365

Drive Business Excellence

  • Enable seamless business processes unconstrained by the typical boundaries imposed by information silos
  • Focus on work that really delivers value by eliminating cumbersome tasks
  • Improve collaboration and provide outstanding visibility on business-critical information

Achieve Your Strategic Goals

  • Improve customer experience with an outstanding level of responsiveness
  • Unlock more ROI from existing key business applications and reach a higher level of adoption
  • Reduce costs as no D365 license needed for users to access D365 documents
  • Implement strong information governance with a strategic place for documents to comply with regulations & standards

Features

Presentation

  • Logical 360° view on critical information that you need within your D365 business process context, such as
    • customers, suppliers and employees
    • sales and purchase orders
    • projects, products and contracts
  • Easy-to understand navigation that unifies content in relation to the right business context
  • Provide a consistent user experience by standardising access to content through consistent terminology and navigation (file plan structure).

Classification

  • Effortless classification of content
  • Metadata is automatically applied from the D365 business context where the document was dropped
  • Document types (= content types) are determined automatically from the context

Integration

  • Deliver the relevant information to the right page or form in D365
  • Make document management and collaboration functionality directly available to D365 users
  • Provide access to D365 content in SharePoint for non-D365 users from within
    • Outlook, Office and Teams
    • Other business applications

Consolidation

  • Automatic consolidation of documents from different key business applications to break down information silos
  • Bring together structured and unstructured content belonging to the same business process or task in one view irrespective of its origin
    • D365, SharePoint, Outlook, Office, scanned documents, file share, other business applications
  • Manage all business-critical content in SharePoint as your strategic point for information management and governance

Webinar – Your One Stop Shop for Information for Office 365 and SharePoint

Are you familiar with the following pain points with SharePoint?

  • Chaotic information architecture and SharePoint sprawl.
  • Insufficient level of user acceptance.
  • Content in SharePoint is isolated from information other systems of record, creating information silos.
  • Lack of integration into Office, Outlook, ERP, …
Speaker:
Marco Wallenta
d.velop AG

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