Advanced Document Management (ADM)

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Efficiently Organize and Manage Documents in Dynamics 365 for Finance and Operations.

ADM offers an easy-to-understand approach to organizing documents, including certificates, purchase confirmations, and product specifications, in a repository for document management within Dynamics 365.

Whether you need to attach a supplier certificate, purchase confirmation, or product feature sheet, ADM allows you to structure your repository in a consistent way, with folders and subfolders provided for easy access and the ability to search by metadata.

The folder structure can either be free-form or defined according to your documents. Centralize your storage while controlling access to information, all without difficulty.

Apart from SharePoint, ADM also has support for external Blob storage, reducing the size of your internal Dynamics 365 database and minimizing costs. With ADM it is possible to host Dynamics 365 documents in a single repository and retrieve them without the need for access, saving costs and time.

Document search is improved by ADM since it is possible to define and associate dynamic metadata with your documents, speeding up the search within SharePoint or other document management repositories.

ADM facilitates document security as your documents can be generated with centralized credentials and controlled by Dynamics 365 itself. This avoids the need to grant access and control to each and every user.

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