Microsoft Dynamics

You can use this seamless, out-of-the-box integration to gain real-time visibility and control over your general ledger, accounts payable, inventory, and more.

Empower Your Organization and Improve Financial Management

Create an environment that ensures all your documents are stored and instantly accessible for future use with the integration of Microsoft Dynamics CRM, GP, and SL.

Empower Your Organization and Improve Financial Management

You’ll create an environment that ensures all documents are stored and instantly accessible for future use with the integration of Microsoft Dynamics CRM, GP, and SL.

Go Paperless and Automate Your Processes to Save Time and Money

Here’s how your organization can benefit from PairSoft’s Microsoft Dynamics integration:  

Reclaim Lost Time

Improve your customer management, make more efficient use of data, and simplify document sharing.

Eliminate Lost or Misfiled Documents

Prevent human error, missing documents, and manual filing of information.

Reduce Implementation and Training Costs

Mitigate the need to train employees on new technologies by connecting systems you’re already familiar with.

Want to see Microsoft Dynamics in action?

Enjoy Features that Reduce Costs and Manual Work

Features:

  • One-click access: Quickly retrieve documents for any record or transaction.
  • Eliminate bottlenecks: Create powerful workflows to get faster responses for approvals and payments.
  • Sync documents: Match documents to your Microsoft Dynamics records to give users easy access to information.
  • Robust search functionality: Search by keyword, transaction information, user-defined metadata, or dates.
  • Complete workflow capabilities: Centrally manage document acquisition, approval, and storage.
  • Flexible functionality: Capture documents from a scanner, copier, fax machine, email, or Microsoft Office using intuitive OCR technology.
  • Web browser access: Non-Microsoft Dynamics users can easily search and access stored documents.

Microsoft Dynamics CRM

Manage documents and create powerful approval workflows without requiring extra training or costly set-up time. Dynamically capture information from your supporting CRM records or transactions and then store it as metadata with supporting documentation.

Microsoft Dynamics GP

Enjoy a fully centralized, enterprise-level solution that eliminates the need for custom-built APIs. Instead, capture information from AP transactions and store it in Dynamics GP alongside the document images.

Microsoft Dynamics SL

Boost your team’s productivity and satisfaction by automating voucher creation, approval, and payment. PairSoft’s OCR will automatically capture line-level details from invoices and POs and index documents alongside your SL records.

Microsoft Dynamics nav

Seamlessly integrate your procurement and AP processes with PairSoft. Get one-click access to documents within Dynamics NAV and eliminate unwanted delays and bottlenecks in your procurement workflows.

It’s great how [PairSoft] intertwines with Dynamics. It used to take me about one whole day to code, sort and process invoices, not including sending away for approvals.

See All of Our True Integrations

You can integrate with a wide range of leading technology platforms to keep your documents stored in a centralized, secure repository. 

Pricing That Fits Your Needs 

There’s no one-size-fits-all solution for every organization. Let us help you build a flexible, affordable plan based on the features and integrations you need.

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