Easily manage documents for SLG processes
Stralto DMX: Make the most of your files with our highly secure and extensible document management solution for Microsoft Dynamics 365.
Easily upload files thorugh drag and drop. Set upload size limits by entity.
Easily build reports based on required document types and tags.
Auto-tag readable documents and images. Create custom fields to classify and report on documents.
Take it with you
Stralto DMX works in the Dynamics 365 Mobile App for iOS and Android.
Track documents by required types and stages - from a single place.
Integrate multiple document management systems like Dynamics 365 Annotations, Azure Blob Storage and SharePoint.
Integrations and features
Application Document Management System
Azure Blob Storage
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
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