Make the most of your files with our highly secure and extensible document management solution for Microsoft Dynamics 365.
Easily drag & drop files, use types, tag, and create custom fields to classify and report on documents. Auto-tag readable documents and images and integrate multiple document management systems. DMX integrates with Dynamics 365 Annotations, Azure Blob Storage and SharePoint for simple setup.
- Application Document Management System
- Drag and Drop Files to Upload
- Manual Tagging and Classification of Documents
- Set upload size limits by entity
- Track and monitor Documents by required Types and Business Process Stages.
- Auto-Tagging of PDFs based on preset keywords
- Auto-Tagging of Images based on preset keywords using Azure Cognitive Services. Requires Azure Subscription.
- Easily build reports based on required document types and tags.
- Use custom fields to track additional metadata for documents.
- Works in the Dynamics 365 Mobile App for iOS and Android