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.
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.
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.
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.
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.
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.
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.
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.
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.