Microsoft Dynamics

Seamless Integration with Microsoft Dynamics

shape the future of your business

Connect your teams, processes, and data across your entire org to create exceptional customer experiences and operational agility. Microsoft Dynamics integration enables your organization to connect Microsoft transactional data and documents with information stored in the ECM and Content Services Platform solution.

Microsoft Dynamics corporate logo

Benefits of Integrating ECM and Content Services with Microsoft Dynamics

people gathered around a conference room full of computers

Reduce Manual Data Entry Steps

Capture your transactional documents using our innovative IoT Smart Connected Scanning solution, extract data from your documents, validate the information in your Microsoft Dynamics' databases and update the transactions.

image of man handwriting data on paper forms

Expedited Access to Invoice Data

Access your transactional documents alongside of your ERP records within Microsoft Dynamics, add or update transactional records and tasks or schedule events.

image of man interacting with computer

Streamlined Business and Workflow Processes

Audit all your business processes, leverage automated workflow to route information to and from Microsoft Dynamics, and enable users to take any necessary action.

Key Features

Capture your transactional content (PO’s, Change Orders, Invoices, etc.), view existing scanned and electronic documents, add internal annotations to your content, perform document-centric business processes, workflows and store all your related content — seamlessly integrated with Microsoft Dynamics. By integrating ECM and Content Services Platform solutions with Microsoft Dynamics your organization adds capabilities like enterprise content management, case management and workflow to your Microsoft Dynamics’ ERP. Departments across your organization — including back office departments — can now access the documents and information surrounding your business processes directly from within their familiar Dynamics interface.

  • Reduce your Manual Accounts Payable Workloads

    Capture all relevant electronic and paper documents via our innovative IoT Smart Connected Scanning solution, emails, attachments and forms.  Our ECM and Content Services Platform streamlines invoice processing and introduces control, consistency and oversight into the approval process.

  • Automate your Accounts Receivable Workloads

    The ECM and Content Services Platform automates AR tasks and provides access to transactional data and corresponding documents, plus providing visibility into days sales outstanding and cash flow.

  • Streamline your Purchase Requisitions

    Your Managers and executives achieve improved clarity through the ability to create, route, track and administer all purchase requisitions.

  • Improve your Human Resources Processes

    By connecting your ECM and Content Services Platform solution with Microsoft Dynamics, employee files are stored in a single, secure system, improving findability as well as policy and procedure management.

  • Increase your Contract Management Control

    ECM and Content Services Platform solutions manage the complete contract life cycle, automating predictable steps and empowering staff to complete data-driven work.

Testimonials

quotesArtboard 1 copy 2

"What has always set IDT apart is their ability to understand each organization’s unique needs and tailor solutions accordingly, rather than offering a one-size-fits-all approach.”


JIM GIO, CIO

TRIANGLE PACKAGE MACHINERY

"We have used IDT for many years and have been extremely satisfied with them! The personal support and technology was essential in keeping our imaging platform at optimal performance levels. They're one of a kind and I highly recommend them!”


SHERI WINKLER, VICE PRESIDENT

COLONIAL SAVINGS, F.A.

"I have worked with IDT for over 15 years at this point and they have been great! We consistently receive an excellent level of support from them and project implementation always goes smoothly. They have solved so many problems for us over the years. I can wholeheartedly recommend IDT.”


KASEY JOHNSON, IMAGING SYSTEMS ADMINISTRATOR

COLONIAL SAVINGS, F.A.

"Loved working with this Company on multiple big scanning projects! We received great communication through the whole process, the staff is wonderful to work with and made a huge project so smooth and easy and they are resonable on thier pricing!! Highly Recommended!! A+++”


MELISSA BAUER, RECORDS MANAGER

MCHENRY COUNTY GOVERNMENT

"The networked scanning solution IDT provided has allowed us to eliminate hand sorting and speed up survey processing, doubling our output, saving time and labor costs. Now we just open up the mail, put it in one pile, regardless of document size, and scan it!” 


LAURIE WOJTKOWSKI, DIRECTOR OF OPERATIONS

IPSOS

“After dissecting our workflows, IDT thought outside-the-box. They were spot-on with their recommendations, and delivered what they promised: a better tool, and a better process.”


BRYAN SWARTZ, SENIOR VICE PRESIDENT OF AUDIENCE OPERATIONS

OMEDA

"IDT has expertise we don’t have in-house. They provide what we ask for, and new ways to approach our specific issues. Moving to a Cloud ECM system ensures our documents are readily accessible, saves us money, and solves the Disaster Recovery concern.”


SEAN HANSEN, DIRECTOR FINANCIAL PLANNING & ANALYSIS

TEXTRON MARINE & LAND SYSTEMS

"Without content services from IDT, we would have had to hire 20 people just to mine and pull the documents and burn them on a CD or thumb drive. There’s no way we could have accomplished it and met our timeline for compliance."


MARCIA WILSON, VICE PRESIDENT OF IMAGING

COLONIAL SAVINGS

"Moving is very paper-intensive and our agents don’t get paid until the paperwork is processed. Expanding our document capture system with IDT allowed us to speed up agent payment, eliminate shipping costs, reduce central processing, and help increase agent loyalty and recruitment. It is a completely automated process and really gives us a leg up on our competitors."


RANDY VALENTINO, VP AND CTO

BEKINS VAN LINES

Latest Resources

IDT’s clients share our passion for results and it shows in their success. Learn more by reading our featured client results stories. Here you will find a collection of information and resources in the form of videos, events, white papers, Q&A, and have the opportunity to read and watch what our clients are saying about their ROI-driven Content Services solutions provided by Integrated Document Technologies, Inc. (IDT).

Hands typing on a laptop with translucent digital interface overlays on a desk

The Rise of AI Review Boards

by Paul Szemplinski • 9 June 2026
AI Review Boards are helping organizations manage risk, protect sensitive data, review vendors, and adopt artificial intelligence responsibly.
Hands typing on a laptop with glowing AI icon and floating digital documents in a modern office

Benefits of Intelligent Document Processing: How AI-Driven Capture Improves Accuracy, Speed, and Workflow Automation

26 May 2026
Discover the benefits of intelligent document processing, including efficiency, accuracy, and cost savings, and how it transforms business workflows.
Person typing on a keyboard with digital document management icons overlaid on a desk

Document Management System Best Practices: How Modern Organizations Capture, Manage, Secure, and Automate Business Information

21 May 2026
Learn document management best practices like version control, RBAC, workflow automation, and centralized storage for better efficiency.
Show More