Microsoft Dynamics CRM Integration for Procurement

Manage customer documents insideDynamics CRM

Make Financial Decisions With Confidence and Intelligence

Give yourself full visibility by implementing an automated procurement solution that will help you control costs, ensure you’re getting the best purchasing value, and help you easily implement policy, approval, and routing changes.

With Pairsoft, you can now manage documents inside Dynamics CRM and create powerful approval workflows without extra training or costly set-up time. Pairsoft dynamically captures information from the supporting CRM record or transaction and stores it as metadata with a supporting documents. This allows documents to be retrieved within a click or two from the Dynamics CRM record.

One click access to documents within CRM

Retrieve supporting documentation for any Dynamics CRM record or transaction

Eliminate bottlenecks & gain faster approvals

Create powerful workflows to get faster responses for approvals and payments. Learn more about Pairsoft’s powerful electronic workflow feature.

View CRM and GP documents in either application

Matches and syncs documents between CRM and GP records giving users access to information regardless of using either CRM or GP.

So many ways to find documents faster & easier

Whether you need a single or group of documents, search by keywords, transaction information, user defined metadata or dates. Learn more about Pairsoft’s Document Search features.

Complete workflow capabilities all within PaperSave

No need to purchase a separate workflow solution; Pairsoft manages document acquisition, approval and storage. Learn more about Pairsoft’s Electronic Workflow.

Impressive document search features

Find supporting documents based on record or transaction information that Pairsoft grabbed during document acquisition. Learn more about Pairsoft’s Document Search Features.

Loves documents in any form

Pairsoft can capture documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®.

Access documents from a web browser

Non Dynamics users can easily search and access documents stored in PaperSave.

Our customers love talking about Pairsoft

The bottom line is, I can’t imagine using GP without it. The one thing that always reassures me is PaperSave is the only one Microsoft gave their blessing to by making it MS certified.

Debbie Janssen
Excelsior College
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We no longer have piles of paperwork on the desk, waiting to be filed or processed. Everything is attached in Great Plains. We have better workflows and everyone can find the answers they need.

Debbie Janssen
Accounting, Sure Controls, Inc.
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It’s great how it intertwines with Dynamics. It used to take me about one whole day to code, sort and process invoices, not including sending away for approvals. Having PaperSave has given me back about 12-16 hours per month

Adam Hurry
Accountant
Emergency Medical Services Authority
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Seamless, Dynamic Integrations

Your organization can enjoy true integration with a variety of leading technology platforms to help make your work easier and more efficient.

Pricing That Fits Your Needs 

Enjoy flexible and affordable pricing options based on your organization’s unique requirements, the features you want, and the integrations you’re looking for.
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