Customize Documents in Dynamics 365 with Cloud Storage

Enrich any released business document in a few clicks and understand your customer’s position in the sales pipeline.

Improve Customer Relations with Traceability and Efficient Document Transformation

Enhance & Upgrade Your Documents

Enhance & Upgrade Your Documents

Customize MS Dynamics 365 business documents to your business practices

You aren’t limited to Layout and style; you can even add Barcodes, digital signatures, attachments, a PDF password and more.

Improve delivery, distribution and document indexing

Whether accessible from mobile or desktop, or delivered through a GUID web address with attachments, document distribution is flexible and seamlessly.

Digital document tracking with access history

Get to know how many people opened your quote, who accessed the delivery note and when an invoice was opened – a competitive advantage for any modern business.

No need to change Cloud storage

Easy implementation and secure processing, whether the document management solution is in the Cloud, or based on premise.

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