Manage documents directly within Microsoft Dynamics.
Documents are integral components of any ERP and CRM system. With M-Files for Microsoft Dynamics, you’ll see increased productivity and maximize your business's technology investment.
Improve your organization’s efficiency and productivity by organizing and managing business- and customer-related documents such as proposals, contracts, presentations, sales collateral and email correspondence directly from within the Dynamics interface.
Manage customers and their documents - like never before
Customer-related documents, such as proposals, presentations, contracts, purchase orders, invoices, quotes, and emails, are a key part of customer relationship management. M-Files integrates seamlessly with Microsoft Dynamics CRM Online as well as Dynamics CRM on-premises installations, enabling users to easily tag (or attach) documents to Dynamics CRM objects such as accounts, leads, contacts and opportunities.
Once tagged, it's simple and fast to locate any important customer-related document directly from the Dynamics CRM user interface, or with the M-Files familiar Windows Explorer interface. Your users won't even have to launch Dynamics!
No complex setup
M-Files for Microsoft Dynamics is easy to set up and configure without requiring a major implementation project or a significant investment of time and IT resources. M-Files is also available for Dynamics GP, Dynamics AX and Dynamics NAV, and provides support for on-premises and cloud deployments.
All applications and file types are supported including email and scanned paper documents.
To see M-Files for Microsoft Dynamics in action for yourself, watch this video.
Video: M-Files for Microsoft Dynamics
If you would like to learn more about how Range Information Systems and M-Files software can help your business, please Contact Us.