Did you check the file cabinet and network file share? Search your email? Ask others for their emails? Ban this process with Datahaven 365 Business Central Core Edition and build the foundation for implementing advanced document management solutions.
Deeply integrated and visually embedded throughout Microsoft Dynamics 365 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., Microsoft Dynamics 365 , Microsoft
By embedding itsthroughout familiar business applications, Datahaven 365 will make you think we can read minds because everyone gets instant, secure, intuitive access to everything they need.
, add a document and have it automatically named and filed in the correct folder based on the data that matters to you.
Display only those folders (and their content) that relate directly to the record you’re working with (the folders on a sales order record only relate to that sales order).
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).
Need more detail?instantly to transactions related to an individual record—even to records linked to Customer Engagement, Power Apps, Teams, etc.
Datahaven 365 offersand 2-way, 3-way, and even 4-way automated matching.
Datahaven 365 has you covered with quote-to-cash solutions, including.
Datahaven 365 integrates with Teams and Outlook as well as any Customer Engagement module. Even extend Datahaven to other applications with the RESTful Datahaven API.
Supports Essentials & Premium Editions. Available in English in Belgium, Canada, Ireland, United Kingdom & United States.