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A simplified document solution - built for Dynamics 365. 

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.

Upload efforlessly

Easily upload files thorugh drag and drop. Set upload size limits by entity.

Better reporting

Easily build reports based on required document types and tags.

Segment smartly

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.

Improve visibility

Track documents by required types and stages - from a single place.

Integrates easily

Integrate multiple document management systems like Dynamics 365 Annotations, Azure Blob Storage and SharePoint.

 

Integrations and features

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Application Document Management System

Annotations (Notes)

Azure Blob Storage

SharePoint Online

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

Latest updates on Stralto DMX

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Have questions?

We're here to help you.