Dynamics 365 with Workflow Activities by CDI

The CDI Dynamics 365 integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics.

By utilizing Laserfiche Web Access, the CDI Dynamics integration lets users quickly and easily access documentation in Laserfiche for any account, contact, and opportunity, or custom entity/field, directly through the Dynamics interface.

This full-access interaction gives users the time-saving ability to upload or scan documents through the Dynamics interface, as well as export electronic files and briefcases, create files and folders, and edit template data.

Your organization will also have the option to upload different Laserfiche briefcases per account, contact, lead, or other record type, to ensure the creation of specific subfolder structures, in cases where the folder structure does not already exist in Laserfiche.

In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Dynamics attributes, helping to optimize future searches in Laserfiche.

Features

• Ability to view, scan, upload, edit, export, and delete documents directly from Dynamics
• Ability to search and access account, contact, and lead documentation from within the Dynamics interface
• Data auto-sync – updates in Dynamics can automatically be applied to Laserfiche
• Includes Laserfiche Workflow Activities:
  • Create Record
  • Find Record
  • Retrieve Record
  • Delete Record
  • For Each Record
  • Update Record
• Allows administrators to map Dynamics attributes to Laserfiche template fields for optimized searching
• Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts

Resources

Brochure
Video 1
Video 2
Video 3

Specifications

Product Version Number: V 3.3.5

Languages Supported: English

Required Laserfiche Products:

• Laserfiche Server version 9.0 or higher
• A full Laserfiche® Named User License is required.
• Laserfiche Web Access or WebLink, version 9.0 or higher
• If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address. Note: WebLink will provide a read-only view of the documentation.

Pricing

Publisher

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. Proud to be partnered with Laserfiche since 2002, our trusted solutions, built by CDI, have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integration.

CDI’s headquarters is based in Hudson, Wisconsin, and operates satellite offices in Eugene, Austin, Los Angeles, and Seattle.