sales@agilitz.com
Smart document management right inside Dynamics 365
Centralise documents, upload, preview, manage and find what you need with intelligent search directly in Dynamics 365 CE.
Designed around the work your teams do every day.
Smart sync & connectivity
Automatic file sync across CRM records with SharePoint connectivity.
Secure & organised storage
Centralised document handling with controlled access for stronger governance.
Boost productivity & accuracy
Version management, easier upload and retrieval, and less manual effort.
See the capability in context.
Capability without unnecessary friction.
- AI-Powered Search: Use full-text search with Azure AI to locate documents quickly.
- Contextual Binding: Keep files tied to Accounts, Cases and other Dynamics 365 records.
- Azure Cloud Storage: Use scalable Azure Blob storage within the Microsoft ecosystem.
- Duplicate Detection: Reduce redundant uploads and keep the document estate cleaner.
- Seamless UX: Upload, preview and manage documents without leaving Dynamics 365.
Built for the people who need it.
Sales teams
Upload and manage customer contracts directly against CRM records.
Support agents
Link screenshots, reports and evidence to cases for faster resolution.
Compliance teams
Use version history and controlled access to support traceability.
Would you like to speak to an expert today?
Interested in learning how Agilitz can help your business overcome its challenges and meet its goals? Tell us a little about what you need and one of our experts will get back to you.
Please contact sales@agilitz.com for assistance.