EASY for Dynamics 365 FO
Anytime, anywhere, as long as and as you like – straightforward archiving of incoming and outgoing documents on a legally-compliant basis
EASY for Dynamics 365 FO is the basic setup for the archiving of incoming and outgoing documents from Microsoft Dynamics 365 for Finance and Operations. Legally compliant according to GAAP – and optionally GDPR-compliant with the certified EASY Archive – use the app for the day-to-day handling of electronic documents with EASY for Dynamics 365 FO. Audit-proof. Future-proof. Based on current technology from Microsoft, EASY for Dynamics 365 FO supports subscription models and hosting in a variety of deployment models – from on-premises to private (Azure) and public clouds.
Allow the proven EASY technology to convince and surprise you. Archiving has been a core area of business of EASY for thirty years. Could it be that you are also interested in Dynamics BC interface, with its formidable user interface?
- Archive documents directly – from the Dynamics 365 FO web client
- Archive outgoing documents, including metadata from Dynamics 365 for FO
- Reconciles incoming documents with the corresponding receipts in Dynamics 365 for FO and updates the metadata for incoming receipts, such as delivery bills and invoices (early archiving)
- Stores file attachments from Dynamics 365 for FO in an EASY archive
- Displays archived documents directly in Dynamics 365 for FO
- Audit-proof archiving according to GAAP
- Written invoices
- Accounts receivable invoices
- Accounts receivable delivery notes
- Order confirmations
- Reminders
- Project invoices
- Quotes
- Purchase order confirmations
- Accounts payable invoices
- Accounts payable delivery notes
| EASY for Dynamics 365 FO | EASY Archive (On-Premises) | EASY Archive Private Cloud | EASY Cloud Archive Storage |
|---|---|---|---|
| Finance and Operations On-Premises | ✓ | ✓ | ✓ |
| Finance and Operations Private Cloud (Azure Hosting) | ✓ | ✓ | ✓ |
| Finance and Operations Public Cloud | ✓ | ✓ | ✓ |
EASY for Dynamics FO is capable of handling all common delivery forms. You can archive documents on your own hardware in your own company, data center, etc. (on-premises). You may also prefer the Private Cloud for maximum failover with user-bound access – or you may prefer EASY Cloud Archive Storage as a typical Software-as-a-Service offering. Regardless of which you choose, EASY for Dynamics FO will play along everywhere.
EASY for Dynamics 365 FO | Key Features
Digital business processes have been part of EASY SOFTWARE’s core business for more than 30 years. From archiving and document management, incoming invoice and personnel processes, to master data management or multi-experience services – digital, but EASY. Get an overview of our downloads: Webinar recordings, whitepapers, fact sheets – a colorful mix, there’s a lot in it.
We would love to hear from you
Give us a call if you have any questions at +1 267 313 5780
or send your request via the contact form.