Want to manage structured document and records from within Dynamics 365?
Filer for Dynamics 365 has been designed to overlay directly on top of your existing Dynamics 365 and SharePoint configuration. Allowing your users to benefit from a centralized experience directly from Dynamics 365.
Empower your users to access everything they need in one place, all from within the context of your Dynamics 365 configuration.
Pass down metadata from Dynamics 365 to SharePoint to drive document retention and disposition policies to adhere with your legislative requirements.
Save your users significant time by making documents easy to find, access, view and interact with. Whether it’s attaching documents directly from Outlook or leaving annotations, all document processes are integrated with Dynamics 365.
While many of your users may access documents via Dynamics, Filer also empowers SharePoint’s enterprise search for your global user group by passing through metadata onto individual documents.
Want to discover more about elevating your document management capabilities?
Chat with our sales team to steer you towards solutions that fit.
