Customizable document management functionalities for Dynamics 365
Customized processes require customizable document management capabilities - with FlexxStore, you can take advantage of a customizable user interface, flexible document modules, document viewing options, and contextual information.
Tailor the user interface to your individual needs
FlexxStore functionality can be enabled throughout Dynamics 365 Finance & SCM. For you, this means that you can decide freely which functionalities should be available in specific locations of Dynamics.
Configurable UI features include:
- Define, where FlexxStore functions are generally shown
- Select, which documents are shown in the document viewer
- Pick external document types that can be uploaded by users
- Pre-select meta data to be stored with external documents
- Enable and configure scan functionalities
Context-specific functionalities of FlexxStore
See the amount of related documents
The Quick Info feature instantly shows users the number of documents related to a specific business case and allows for quick view.
Add documents to the current context
Configurable forms allow documents to be added to a variety of business cases with predefined metadata and relationships.
View documents within Dynamics 365
Based on the user's current context, FlexxStore displays relevant documents to ensure efficiency and keep search activity to a minimum.
Flexible document structures that fit your needs
Depending on your individual business processes, a predefined document structure can hinder transparency and efficiency.
FlexxStore allows for complete customization of document structures, so that your business processes and documents are even more tightly integrated!
View documents instantly
Previewing documents managed by FlexxStore can be enabled throughout Dynamics 365. Decide which document preview is right for you:
- Document Viewer: View all related documents, including relevant metadata
- Quick View: Preview a specific document without leaving your current view
Explore all features of FlexxStore
Compliant archiving
Internal document management
External document management
Drag & Drop
Scanning
Flexible UI
Rights Management
Embedded Document Viewer
... and more