Document Management

Document management – Powered by AI

Document management is essential in every modern organization working with documents. Enable secure file sharing and the use of M365 Copilot by organizing your documents in Teams and SharePoint, allowing your teams to work smarter.

The value of Document Management

Document Management for D365 helps you organize your files and data in one place. It provides secure storage for your documents, prevents knowledge loss, and delivers a centralized approach to documentation and collaboration. You gain full control over document lifecycle management, global access from any device, and role-based permissions, all managed directly from Dynamics.

Automatic Teams or SharePoint project sites: Based on project type, the right site is created automatically.
Managed document hierarchy: File structures and folders are generated using one or more templates.
Dynamics metadata on documents: Documents are auto-tagged with relevant metadata based on type, confidentiality level, and more.
Security built-in: Permissions are applied to documents based on rules from Dynamics, removing any doubt about who can access what.

Getting started with Document management

Identifying your potential

We identify your document management potential by looking at your everyday pain points. Where are people spending time hunting for files, duplicating work, or unsure about permissions? A clear picture of the workflow helps us identify potential areas for improvement.

Finding the right technology for you

We design your solution by aligning technology with your business needs. First, we select the right Microsoft platform: SharePoint, Teams, or Dynamics. We then customize structures, workflows, and permissions to fit the processes. Finally, we adapt through integration, automation, and user enablement, ensuring adoption and long-term value.

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Time saved. Work improved

The result is an organization where documents are connected to business processes. Employees know where to find information, and they feel secure in their workflows. Compliance becomes effortless, Copilot delivers sharper insights, and costs are reduced. All available to scale, of course.

Release the full potential of your Microsoft 365 Environment

Many organizations have untapped capacity in their Microsoft 365 environment.

With collaboration through Teams or SharePoint, you can cut costs by making full use of your existing M365 licenses. You can even work seamlessly with external partners. By integrating your D365 processes, including document workflows and approvals, you ensure continued productivity while keeping costs down.

Power Up Copilot with Organized, Accessible Documents

Copilot is only as powerful as the content it can access. When your documents are structured, secure, and accessible in SharePoint or Teams, Copilot can surface insights, generate content, and summarize files. A great Copilot implementation speeds up your day-to-day work – and makes room for deeper insights.