Smart Document Management Inside Dynamics 365
Doculitz is an AI-powered solution for document intelligence—built natively for Microsoft Dynamics 365. It transforms how you upload, organize, and find documents linked to CRM records—fast, secure, and context-aware.
Why Doculitz?
Traditional CRM file handling is broken. Doculitz fixes it with intelligent automation and native integration:
- No more scattered documents
- No duplicate uploads
- No endless searching
Key Features
- AI-Powered Search: Instantly locate documents using full-text search with Azure AI
- Contextual Binding: Keep files tied to specific CRM records (Accounts, Cases, etc.)
- Azure Cloud Storage: Secure, scalable, and fully integrated with Azure Blob
- Duplicate Detection: Eliminate redundant uploads for a cleaner system
- Seamless UX: Upload, view, and manage without ever leaving Dynamics
Built For:
- Sales Teams uploading contracts
- Support Agents linking case files
- Compliance teams needing traceability
Make Documents Work Smarter
No extra apps. No extra clicks. Just intelligent document management—right where your data lives.
Add Doculitz to Dynamics 365
Talk to our team or book a demo today to see how Doculitz transforms your workflow.