Best Document Management Software for Microsoft Dynamics 365 Finance

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

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.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

Easy creation of database apps in formats that best suit your business. Only for PC. Access is an easy-to use tool to create business applications from templates or from scratch. Access's rich and intuitive design tools will allow you to create highly functional and appealing applications in a short time. You can tailor your apps to suit your business and customers by easily editing as necessary to meet changing needs. Visual Basic for Applications allows you to automate business processes, create more useful forms, and report. Access connector library allows you to integrate data between Access and line of business apps. This will allow you to generate aggregated visuals, insights, and visuals in the familiar Access interface. Store data in SQL Server or Microsoft Azure SQL for improved reliability, scalability and security.

dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software.

Automated planning of individual or recurring training actions and evaluation of their effectiveness without any administrative effort. You can digitally record vacation requests, assess absences, and approve or deny vacation requests as a department manager with just a few mouse clicks. Compare the job and role-related requirements of the department head with the qualifications of the employee. All digital data that an employee has stored in one place can be centrally managed. The department heads assess their departments statistically. You have a lot to do as an HR manager. Excel is still the most popular tool for managing daily, monthly and annual training and qualification measures. Excel quickly reaches its limits, so you will search the market for HR solutions. You will also be responsible for determining the effort required to train employees and ensuring the company's interest.