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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.

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FILE UPLOADING
TAGGING
TRACKING

  • Use  Azure Blob Storage as your application document management system.

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  • Drag and Drop Files to Upload.

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  • Manual Tagging and Classification of Documents.

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  • Auto Tagging of PDFs based on preset keywords.

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  • Auto Tagging of Images based on preset keywords using Azure Cognitive Services. Requires Azure Subscription.

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  • Track and monitor Documents by required Types and Business Process Stages.

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  • Use custom fields to track additional metadata  for documents.

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  • Set upload size limits by entity

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  • Easily build reports based on required document types and tags.​

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  • Works in the Dynamics 365 Mobile App for iOS and Android.

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  • 60 Day Free Trial Available.

  • Use  SharePoint Online as your application document management system.

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  • Drag and Drop Files to Upload.

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  • Manual Tagging and Classification of Documents.

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  • Auto Tagging of PDFs based on preset keywords.

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  • Auto Tagging of Images based on preset keywords using Azure Cognitive Services. Requires Azure Subscription.

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  • Track and monitor Documents by required Types and Business Process Stages.

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  • Use custom fields to track additional metadata  for documents.

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  • Set upload size limits by entity

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  • Easily build reports based on required document types and tags.​

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  • Works in the Dynamics 365 Mobile App for iOS and Android.

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  • 60 Day Free Trial Available.

  • Use  Annotations(Notes) as your application document management system. 

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  • Drag and Drop Files to Upload.

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  • Manual Tagging and Classification of Documents.

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  • Track Documents by required types and stages.

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  • Set upload size limits by entity.

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  • Easily build reports based on required document types and tags.

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  • Works in the Dynamics 365 Mobile App for iOS and Android.

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  • Free to Use.

Integrations & Features

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

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azure logo.png
sharepoint logo.png

Annotations (Notes)

Azure Blob Storage

SharePoint Online

Integrations & Features

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

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azure logo.png
sharepoint logo.png

Annotations (Notes)

Azure Blob Storage

SharePoint Online

Latest updates

 

Stralto DMX has added document upload functionality to the Microsoft CRM Portal

  • Enable customers to upload documents from your Microsoft CRM Public Portal.

  • Classify by Document Types(e.g. Proof of Citizenship) and Sub Document Type(e.g. US Passport)

  • Configurable Document auto-naming to prevent confusion with names and duplications.

  • Control the number of required documents by types with an icon showing progress as well as the number remaining.

  • Auto-tagging, just like the internal DMX solution.

  • The setup is very simple and only takes minutes.

  • For an overview and architecture of the solution click here

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