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for Microsoft Dynamics AX 2012
Dynamics Integrated Document Management
1
3
2
Content
2 9Dynamics Integrated Document Management
Introduction 4
Features 5
Smart Queries amp Collaboration 7
Enable Efficient Management of many kinds of Business Documents
3 9Dynamics Integrated Document Management
Easy retrieve Microsoft Sharepoint
documents from anywhere in
Dynamics AX 2012
Accelerate business processes
Increase productivity
Centrally store and archive
documents on Microsoft SharePoint
Upload and retrieve from Microsoft
Outlook Word and Excel
Collaborate on documents with
multiple users
Benefits
Integrated Document Management enables you to utilize document management wherever you
need it whether it is Microsoft Dynamics AX 2012 or Office 365 Start collaborating today both
internally with your employees and with your external business partners
Having a central storage location with secure
yet easy access to business-critical documen-
tation is a challenge countless companies
face daily Being able to easily find and
share documents and enable multiple users
to work in documents has a direct effect on
the productivity and performance of any
business Dynamics Integrated Document
Management enables you to archive your
business documentation in Microsoft
SharePoint easily and facilitates collabora-
tion between your employees to access and
work in documents
Managing a daily business and reducing
physical storage lowering costs increasing
time efficiency by sharing documents and
having instant access to documents has
never been easier
Introducing Dynamics Integrated Document Management
1
4 9Dynamics Integrated Document Management
Features 2
Dynamics Integrated Document Management
enables the efficient management of all
kinds of business documents from sales
confirmations invoices quotations project
calculations and more Documents are
archived in Microsoft SharePoint in their
final version In every place in Dynamics AX
2012 where a document can be attached it is
possible to attach and archive the document
directly in SharePoint
Featuresbull Fully integrated with Standard Dynamics AX
2012
bull Archiving of documents from Dynamics AX
2012 to the archive on SharePoint
bull Creating collaboration sites directly
from Dynamics AX 2012 to share working
documents
bull Compatibility with every attachment option
in Dynamics AX 2012
bull Creating powerful Smart Queries to view
documents from multiple Dynamics AX 2012
entities
bull Configuring your own archive categories
bull Office integration allowing easy uploading
of documents or emails and attachments and
retrieving them from Dynamics AX 2012
bull Typical business characteristics such as
Customer number Order number Project are
stored as metadata
5 9Dynamics Integrated Document Management
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1
3
2
Content
2 9Dynamics Integrated Document Management
Introduction 4
Features 5
Smart Queries amp Collaboration 7
Enable Efficient Management of many kinds of Business Documents
3 9Dynamics Integrated Document Management
Easy retrieve Microsoft Sharepoint
documents from anywhere in
Dynamics AX 2012
Accelerate business processes
Increase productivity
Centrally store and archive
documents on Microsoft SharePoint
Upload and retrieve from Microsoft
Outlook Word and Excel
Collaborate on documents with
multiple users
Benefits
Integrated Document Management enables you to utilize document management wherever you
need it whether it is Microsoft Dynamics AX 2012 or Office 365 Start collaborating today both
internally with your employees and with your external business partners
Having a central storage location with secure
yet easy access to business-critical documen-
tation is a challenge countless companies
face daily Being able to easily find and
share documents and enable multiple users
to work in documents has a direct effect on
the productivity and performance of any
business Dynamics Integrated Document
Management enables you to archive your
business documentation in Microsoft
SharePoint easily and facilitates collabora-
tion between your employees to access and
work in documents
Managing a daily business and reducing
physical storage lowering costs increasing
time efficiency by sharing documents and
having instant access to documents has
never been easier
Introducing Dynamics Integrated Document Management
1
4 9Dynamics Integrated Document Management
Features 2
Dynamics Integrated Document Management
enables the efficient management of all
kinds of business documents from sales
confirmations invoices quotations project
calculations and more Documents are
archived in Microsoft SharePoint in their
final version In every place in Dynamics AX
2012 where a document can be attached it is
possible to attach and archive the document
directly in SharePoint
Featuresbull Fully integrated with Standard Dynamics AX
2012
bull Archiving of documents from Dynamics AX
2012 to the archive on SharePoint
bull Creating collaboration sites directly
from Dynamics AX 2012 to share working
documents
bull Compatibility with every attachment option
in Dynamics AX 2012
bull Creating powerful Smart Queries to view
documents from multiple Dynamics AX 2012
entities
bull Configuring your own archive categories
bull Office integration allowing easy uploading
of documents or emails and attachments and
retrieving them from Dynamics AX 2012
bull Typical business characteristics such as
Customer number Order number Project are
stored as metadata
5 9Dynamics Integrated Document Management
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Enable Efficient Management of many kinds of Business Documents
3 9Dynamics Integrated Document Management
Easy retrieve Microsoft Sharepoint
documents from anywhere in
Dynamics AX 2012
Accelerate business processes
Increase productivity
Centrally store and archive
documents on Microsoft SharePoint
Upload and retrieve from Microsoft
Outlook Word and Excel
Collaborate on documents with
multiple users
Benefits
Integrated Document Management enables you to utilize document management wherever you
need it whether it is Microsoft Dynamics AX 2012 or Office 365 Start collaborating today both
internally with your employees and with your external business partners
Having a central storage location with secure
yet easy access to business-critical documen-
tation is a challenge countless companies
face daily Being able to easily find and
share documents and enable multiple users
to work in documents has a direct effect on
the productivity and performance of any
business Dynamics Integrated Document
Management enables you to archive your
business documentation in Microsoft
SharePoint easily and facilitates collabora-
tion between your employees to access and
work in documents
Managing a daily business and reducing
physical storage lowering costs increasing
time efficiency by sharing documents and
having instant access to documents has
never been easier
Introducing Dynamics Integrated Document Management
1
4 9Dynamics Integrated Document Management
Features 2
Dynamics Integrated Document Management
enables the efficient management of all
kinds of business documents from sales
confirmations invoices quotations project
calculations and more Documents are
archived in Microsoft SharePoint in their
final version In every place in Dynamics AX
2012 where a document can be attached it is
possible to attach and archive the document
directly in SharePoint
Featuresbull Fully integrated with Standard Dynamics AX
2012
bull Archiving of documents from Dynamics AX
2012 to the archive on SharePoint
bull Creating collaboration sites directly
from Dynamics AX 2012 to share working
documents
bull Compatibility with every attachment option
in Dynamics AX 2012
bull Creating powerful Smart Queries to view
documents from multiple Dynamics AX 2012
entities
bull Configuring your own archive categories
bull Office integration allowing easy uploading
of documents or emails and attachments and
retrieving them from Dynamics AX 2012
bull Typical business characteristics such as
Customer number Order number Project are
stored as metadata
5 9Dynamics Integrated Document Management
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Easy retrieve Microsoft Sharepoint
documents from anywhere in
Dynamics AX 2012
Accelerate business processes
Increase productivity
Centrally store and archive
documents on Microsoft SharePoint
Upload and retrieve from Microsoft
Outlook Word and Excel
Collaborate on documents with
multiple users
Benefits
Integrated Document Management enables you to utilize document management wherever you
need it whether it is Microsoft Dynamics AX 2012 or Office 365 Start collaborating today both
internally with your employees and with your external business partners
Having a central storage location with secure
yet easy access to business-critical documen-
tation is a challenge countless companies
face daily Being able to easily find and
share documents and enable multiple users
to work in documents has a direct effect on
the productivity and performance of any
business Dynamics Integrated Document
Management enables you to archive your
business documentation in Microsoft
SharePoint easily and facilitates collabora-
tion between your employees to access and
work in documents
Managing a daily business and reducing
physical storage lowering costs increasing
time efficiency by sharing documents and
having instant access to documents has
never been easier
Introducing Dynamics Integrated Document Management
1
4 9Dynamics Integrated Document Management
Features 2
Dynamics Integrated Document Management
enables the efficient management of all
kinds of business documents from sales
confirmations invoices quotations project
calculations and more Documents are
archived in Microsoft SharePoint in their
final version In every place in Dynamics AX
2012 where a document can be attached it is
possible to attach and archive the document
directly in SharePoint
Featuresbull Fully integrated with Standard Dynamics AX
2012
bull Archiving of documents from Dynamics AX
2012 to the archive on SharePoint
bull Creating collaboration sites directly
from Dynamics AX 2012 to share working
documents
bull Compatibility with every attachment option
in Dynamics AX 2012
bull Creating powerful Smart Queries to view
documents from multiple Dynamics AX 2012
entities
bull Configuring your own archive categories
bull Office integration allowing easy uploading
of documents or emails and attachments and
retrieving them from Dynamics AX 2012
bull Typical business characteristics such as
Customer number Order number Project are
stored as metadata
5 9Dynamics Integrated Document Management
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Features 2
Dynamics Integrated Document Management
enables the efficient management of all
kinds of business documents from sales
confirmations invoices quotations project
calculations and more Documents are
archived in Microsoft SharePoint in their
final version In every place in Dynamics AX
2012 where a document can be attached it is
possible to attach and archive the document
directly in SharePoint
Featuresbull Fully integrated with Standard Dynamics AX
2012
bull Archiving of documents from Dynamics AX
2012 to the archive on SharePoint
bull Creating collaboration sites directly
from Dynamics AX 2012 to share working
documents
bull Compatibility with every attachment option
in Dynamics AX 2012
bull Creating powerful Smart Queries to view
documents from multiple Dynamics AX 2012
entities
bull Configuring your own archive categories
bull Office integration allowing easy uploading
of documents or emails and attachments and
retrieving them from Dynamics AX 2012
bull Typical business characteristics such as
Customer number Order number Project are
stored as metadata
5 9Dynamics Integrated Document Management
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Unlocked the power of Document Management with Smart Queries
6 9Dynamics Integrated Document Management
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Smart QueriesWith this easy-to-configure query application
you can create overviews across multiple
Dynamics AX 2012 entities This allows
viewing all customer order confirmations
packing slips notes and invoices side by
side without having to search for them in the
respective Dynamics AX 2012 forms The real
power of Integrated Document Management
is unlocked when Smart Queries are enabled
CollaborationCollaboration is where documents can
be shared and multiple users can work in
these documents This allows the creation
of a specific environment for example a
collaboration workspace to collaborate on
documents like quotations and project plans
which in turn enables for example a business
partner to collaborate on a document that
have initially been generated in Dynamics AX
2012
Prerequisite Microsoft Dynamics AX 2012
Smart Queries amp Collaboration
3
7 9Dynamics Integrated Document Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
