LitzSuite product

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.

Key highlights

Designed around the work your teams do every day.

Automatic file sync across CRM records with SharePoint connectivity.

Centralised document handling with controlled access for stronger governance.

Version management, easier upload and retrieval, and less manual effort.

At a glance

Features

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.

Trusted across teams

Upload and manage customer contracts directly against CRM records.

Link screenshots, reports and evidence to cases for faster resolution.

Use version history and controlled access to support traceability.

Get in touch

Request a demo and tell us about your requirements. Our product team will help you explore the right solution.

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