90 I NT E R V I EW Transforming document management Ben Saxton of Formpipe shares how the firm’s new DM for Dynamics solution streamlines processes, improves visibility and leverages the security of the Microsoft ecosystem Documents are the bread and butter of business. In an increasingly digital world, it is easy for companies to get lost in the huge volumes of invoices, PDFs or other types of documents. To help businesses address this challenge, document management expert Formpipe has created DM for Dynamics, a specialised new interface that connects a user’s Formpipe Autoform DM digital repository with Microsoft Dynamics 365. Autoform DM is an electronic document management system which provides users with secure storage, configurability and easy access to all their documents. “With DM, you can store any file type, including data, documents, video files and audio files,” says Ben Saxton, head of customer success at Formpipe. “Everything is safe and secure. It’s stored following International Organization for Standardization (ISO) best practices and the object’s metadata is stored alongside it. It’s also very easy for employees to view or access the content if they need to do so.” According to Saxton, the new interface will pull the DM product into Dynamics, bringing it closer to the core platforms already familiar to Dynamics customers. He cites the example of a finance operative that relies heavily on Dynamics in its day-to-day operations. “Users will now be able to easily store, search for and retrieve documents generated by both Dynamics and all other systems within their standard finance and operations (F&O) interface, without switching systems or screens,” he says. “This saves them time and removes the hassle of using multiple platforms. “It is all about usability. We will provide those using the Dynamics platform – whether they be in customer experience or F&O – with a complete 360-degree view of that one particular query without having to change displays or adapt to a new system.” The new solution will also provide customers with multiple other benefits, including an overview of all data in one place, a reduction of the technical debt often associated with ungoverned repositories, and the ability for administrators to control governance requirements around document management. “Essentially, DM for Dynamics will offer users three key things,” says Saxton. “These are: ease of access to all files and documents, BY E L LY YAT E S - ROB E R T S “ Users will now be able to easily store, search for and retrieve documents, without switching systems or even screens”
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