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?

Highlights
  • 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
Document types – outgoing
  • Written invoices
  • Accounts receivable invoices
  • Accounts receivable delivery notes
  • Order confirmations
  • Reminders
  • Project invoices
  • Quotes
  • Purchase order confirmations
Document types – incoming
  • Accounts payable invoices
  • Accounts payable delivery notes
Delivery models – the choice is yours
EASY for Dynamics 365 FOEASY Archive (On-Premises)EASY Archive Private CloudEASY 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

Security

  • Audit-proof storage according to GAAP
  • Automatic archiving in the background is guaranteed
  • Option for GDPR-compliant archiving with EASY Archive

User Experience

  • The user remains in their familiar working environment.
  • Little training required

Subscription

  • Subscription model preserves the investment
  • Regular updates ensure the latest functionality and stability

Integration

  • Documents can be displayed directly from the ERP system
  • Can be used for other systems/clients

Processes

  • Easier handling – no breaks in the processing
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