PT-X Connect for Dynamics 365 - a powerful cloud-based document management solution – has been designed specifically for customers of Microsoft Dynamics 365 for Finance and Operations. A fully integrated solution, it enables customers to reduce the time required for implementing Microsoft Dynamics 365, and minimise the IT effort required whilst benefiting from world class document design and management capabilities.
• Rapid document creation and distribution
• Easy, off-the-shelf document design capabilities over SSRS technical coding
• Ability to email, print and preview documents without leaving the Dynamics 365 environment
• Proof of delivery and receipt for business critical documents
• Secure, online storage and automated archiving according to your business rules