Best Content Management Systems for Microsoft Dynamics 365 Finance

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Quickly access all pertinent content, no matter where it is stored. By integrating AXtension® Content Gate with your Microsoft Dynamics 365 environment, you can establish a unified source of truth for all organizational content. Designed for every team member, AXtension® Content Gate facilitates efficient management and sharing of content through a centralized platform. With just a single click, you can view all essential content associated with your Microsoft Dynamics 365 applications in one comprehensive overview. Streamline your business processes by implementing a standardized method for storing content swiftly and effectively. Select the storage solution that aligns best with your document needs. Effortlessly add content to AXtension® Content Gate by dragging and dropping files or automatically store them using the API through seamless integration with the Microsoft Power Platform. Ensure the security of your files by managing access to documents according to organizational roles, enhancing both collaboration and confidentiality. This approach not only simplifies content management but also empowers teams to work more efficiently together.

Dynamicweb provides a cloud-based eCommerce platform. Our Content Management, Digital Marketing, and Product Information Management solutions enable customers to deliver better digital customer experiences. Combining Content, PIM and Ecommerce. Deliver exceptional customer experiences across all devices, languages, and channels. Your B2B and B2C businesses can grow, optimize, and drive new revenue. Segment your customers and then personalize and automate marketing. Reduce complexity, re-use data, and take control over your product information. Optimize processes, expose business logic, and ensure consistency of data. Turnkey ecommerce solutions to Dynamics NAV, AX, and 365.