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.
Benefits of Integrating ECM and Content Services with Microsoft Dynamics
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.
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.
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.
Testimonials
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
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).
