Document Automation for Dynamics 365 for Finance and Operations from Datahaven by Torrential Data

Join us on Thursday, February 7th to see how your people can process more in less time with fewer errors. In this webinar we will show you Datahaven's embedded document imaging and workflow for Dynamics 365 for Finance & Operations and Outlook platforms

As your transaction volumes increase and workflow, security and auditing requirements become more complex, you need a system with scanning, OCR, and electronic workflow solutions that automate any inbound and outbound document process based on:

• Any combination of business logic (such as dollar thresholds)
• Dynamics data (such as dimension codes)
• Document metadata (such as days since last action)

Using contextually-embedded folder structures, we will demonstrate how exactly the right subset of documents and emails are programmatically organized and displayed so that each user instantly see everything they need.

Manage your documents for any department (Sales, Manufacturing, Jobs, etc.) and from any screen in your D365 F&O (lists, cards, journals, ledgers, registers) - - even down to the line-level of any Dynamics transaction.