OMG! WTF (WHERE’S THE FILE)?

Did you check the file cabinet and network file share? Search your email? Ask others for their emails? Ban this process with Datahaven 365 for Business Central and build the foundation for implementing advanced document management solutions with OCR, AP automation, sales automation and more.

EMBEDDED IN APPLICATIONS YOU ALREADY KNOW HOW TO USE

Deeply integrated and visually embedded Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Customer Engagement, Microsoft Teams, and Microsoft Outlook, Datahaven 365 offers document automation solutions that manage every document, email, and electronic file across an organization at every stage of the transaction lifecycle.

PATENTED FOLDER STRUCTURES YOU WON’T FIND IN ANY OTHER SOLUTION

By embedding its patented virtual folder structures throughout familiar business applications, Datahaven 365 will make you think we can read minds because everyone gets instant, secure, intuitive access to everything they need.

Don’t mistake our patented folder structures for Bill Gates’s Windows Explorer folders.

Less data entry

With just a few clicks, add a document and have it automatically named and filed in the correct folder based on the data that matters to you.

Filtered context

Display only those folders (and their content) that relate directly to the record you’re working with (e.g., the folders displayed on a customer record only apply to that customer).

Complete, single-screen visibility

Enjoy complete visibility of content linked to other records related to the record you’re working with (e.g., view a customer’s sales contract from the customer record, but also from each sales invoice record—without leaving that record).

Faster navigation

Need more detail? Use our folders to navigate instantly to transactions related to an individual record—even to records linked to Customer Engagement, Power Apps, Teams, etc.

ADVANCED SOLUTIONS FOR AP AUTOMATION, SALES AUTOMATION & MORE

Need to make your payables team more efficient? Datahaven 365 offers advanced AP automation solutions with OCR data extraction and 2-way, 3-way, and even 4-way automated matching.

Wrestling with high volume sales operations? Datahaven 365 has you covered with quote-to-cash solutions, including advanced sales automation with OCR data extraction.

Need more robust document management for your Dynamics 365 Business Central ISV solution? Put us in touch. We’ve helped other ISVs embed “real” document management into their solutions.

Broader concerns that extend beyond ERP? Datahaven 365 integrates with Microsoft Teams and Outlook as well as any Customer Engagement module, including customer service, project service, field service, etc. Even extend Datahaven to other applications with the RESTful Datahaven API.

Supported Editions, Countries & Languages

Datahaven 365 supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central and is available in English in Belgium, Canada, Ireland, United Kingdom, and the United States.