Integrated Document and Print Management Optimization in Dynamics 365 with ADM, AEM and APM

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Integrated Document and Print Management Optimization in Dynamics 365 with ADM, AEM and APM

Index

Advanced Document Management with Advanced Document Management (ADM)
Email Personalization with Advanced Email Management (AEM)
Automating Print Management with Advanced Printing Management APM

Document and print management in Microsoft Dynamics 365 has reached a new level of efficiency and customization thanks to Advanced Document Management (ADM), Advanced Email Management (AEM), and Advanced Printing Management (APM). These integrated solutions offer superior organizational structure, communication customization and process automation for document management.

ADM, AEM, and APM provide a complete solution for document management and automation in Dynamics 365, improving efficiency and customization.

Advanced Document Management with Advanced Document Management (ADM)

ADM simplifies document organization within Dynamics 365, enabling a clear structure with folders and subfolders that make it easy to access and search for important documents, such as service invoices and order confirmations, through dynamic metadata.

Benefits of ADM

Structured Organization: Facilitates the classification and retrieval of documents.
External Storage Support: Reduce costs by minimizing the internal database with options such as Blob and SharePoint.
Enhanced Access and Security: Enables centralized credential management, improving document security.

ADM offers efficient organization, cost reduction and improved security in Dynamics 365 document management.

Email Personalization with Advanced Email Management (AEM)

AEM elevates email personalization, applying predefined and customized templates to send documents in an elegant and coherent way with the corporate image, including invoices, collection notes, and more.

Advantages of AEM

Deep Customization: Allows you to adjust the email body and subject line to reflect your corporate identity.
Inclusion of Bookmarks: Adds relevant information automatically, such as order number or customer name.

AEM ensures personalized and consistent communication with the brand through e-mails in Dynamics 365.

Automating Print Management with Advanced Printing Management APM

APM automates the process of saving and printing documents in Dynamics 365, allowing documents to be automatically saved as attachments in document management and supporting a wide range of formats such as PDF, Excel and Word.

APM Key Features

Format Diversity: Supports multiple formats for flexibility in document management.
Automatic Name Assignment: Improves organization by generating document names based on specific logics.

APM facilitates the automatic printing and storage of documents in Dynamics 365, saving time and reducing errors.

The integration of ADM, AEM, and APM into Microsoft Dynamics 365 represents the ultimate solution for document and print management, offering superior document organization, communication personalization and process automation. These tools not only improve operational efficiency and brand consistency, but also optimize document access and security, marking a milestone in Dynamics 365 document management.