DOCUMENTS & EMAIL KEEP FALLING INTO A BLACK HOLE?
(IT DOESN’T HAVE TO BE THIS WAY)
Stop losing hours to the chaos of documents and email
Modern business applications are supposed to make work easier. Instead, they force skilled teams to waste hours naming files and hunting for attachments. Every invoice, receipt, email, and contract becomes another opportunity for errors, delays, and incomplete transactions. The result is frustration, inefficiency, and a nagging feeling that something important is hiding out of view.
When your documents, email, and other electronic files automatically name and organize themselves across departments and applications...
Datahaven’s patented architecture gives your documents the ability to name and file themselves inside intuitive virtual folder structures embedded directly in the business applications you use every day. No searching. No navigating screens. No switching applications. No guesswork.
...each user has immediate access to every related electronic file the moment they open any record.
Datahaven removes the hassle and inefficiency of manual data entry and documents across multiple repositories and multiple transactions by keeping everything where it belongs and ensuring that every file is displayed on every record where it’s relevant—even on records across multiple business applications.
When information is always accurate, always accessible, and always in context, decisions move faster, processes stay clean, and teams operate with total confidence in the systems that run your business.
The anxiety clears
with Datahaven 365
People are no longer buried in documents and email
Transform document and email chaos into total operational control
Your Microsoft ERP and CRM systems manage your transactional data. With Datahaven 365, they also manage your transactional documents and email from within the same familiar interfaces.
The baseline Datahaven solution combines intelligent document capture, automated document naming and filing, and comprehensive document visibility from its patented virtual folder structures that we have embedded throughout your business application ecosystem. By embedding Datahaven and its virtual folder structures throughout the business applications your teams use every day, every document, email, and electronic file lives in the same place as its related transactions.
Business Central
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Finance & Supply Chain
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Customer Engagement
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Virtual folder structures turn disconnected content into connected intelligence by organizing every document, email, and attachment directly inside Microsoft Dynamics pages, giving users instant access to the full context of a transaction, vendor, customer, or item. The folders update automatically as data changes, creating a reliable, real-time view across departments and applications so teams reduce search time, improve accuracy, and make faster, better-informed decisions.
Hundreds of companies in dozens of industries trust Datahaven 365
Hundreds of companies in dozens of industries trust Datahaven 365 to manage their documents, email, and other electronic files throughout the business applications they use every day. When the stakes are high, the last thing you need is missing or unreliable paperwork or email chains. Datahaven supports companies in industries where compliance, speed, and visibility determine success.
Eliminate your most painful document archiving chores so they take care of themselves
Datahaven 365 does the work everyone dreads
It automatically captures, names, and files the endless flow of documents and email that slow your business down. From invoices, purchase orders, and shipping documents to spec sheets, certificates, and compliance records, Datahaven reveals the full story behind every transaction.
With Datahaven, you transform scattered, disconnected unstructured content into a single, intelligent source of truth. Even better, everyone has access to that source of truth because Datahaven is embedded throughout the Microsoft applications your teams use every day.
Don’t waste another minute hunting for documents or guessing where an email is stored.
Document-related tasks no longer feel like a daily fire drill
ACHIEVE ERROR-FREE FILING
Automatically name, link, and store documents based on live ERP and CRM data, ensuring perfect consistency and zero duplicates for complete accuracy.
GAIN VISIBILITY ACROSS SYSTEMS
See the full transaction lifecycle on one screen. Every related document, email, and file simply appears, in its complete context. No navigating multiple transactions or applications.
ENSURE COMPLIANCE AND CLARITY
Eliminate the chaos of shared drives and missing files. Policy-driven archiving keeps every document secure, organized, and instantly retrievable for users, customers, and auditors alike.
ENSURE YOU'RE ALWAYS AUDIT READY
Every invoice, order, and receipt connects to its complete document trail, providing instant proof of compliance and all but eliminating audit prep time.
LOWER COSTS AND INCREASE ROI
Reduce manual data entry and routing tasks, free up staff for higher-value work, and capture early payment discounts that boost profitability and cash flow.
SCALE WITHOUT ADDING HEADCOUNT
Handle higher document volumes and expand operations without adding staff by automating filing, routing, and retrieval.
Take document management to the next level when you leverage AI and advanced automation solutions
Modern organizations need a comprehensive document management solution that stays in sync with their entire business application ecosystem, including ERP, CRM, Power Platform and Teams.
AP automation is important, but it's a small part of any organization's overall document management needs. And simply relying on SharePoint or adding another standalone document repository won't help.
Datahaven 365 has several unique features that give teams a complete, accurate view of every document throughout its lifecycle by way of a connected, controlled, and intelligent document ecosystem that strengthens compliance, reduces risk, and allows every department to work with confidence.
Watch the 60-second video below for an overview of some of the things that makes Datahaven 365 unique.
Advanced Document Automation Solutions
Take all of the unique capabilities of the baseline Datahaven archiving solution to the next level by leveraging AI-powered classification and data extraction to accelerate the processing of documents and email related to transactions and other records in your Microsoft business applications. Our advanced document automation solutions for archiving, payables, and sales simplify operations, accelerate document-centric workflows, and turn disconnected documents into instant, visible insight across Finance, Operations, and Sales.
ARCHIVING AUTOMATION
Improve operational efficiency and reduce document chaos with automated archiving inside Microsoft Dynamics. Datahaven 365 captures, classifies, and stores every document, email, and file in a clean, organized structure that updates on-the-fly as your data changes.
PAYABLES AUTOMATION
Cut invoice cycle times by 50 percent and eliminate data entry errors with AI-driven processing. Datahaven 365 automatically captures, validates, and routes every invoice for approval, giving your finance team more time for strategic work and less time on manual entry.
SALES ORDER AUTOMATION
Accelerate order processing and give every team instant visibility by unifying all documents tied to each customer order. Sales order automation validates the order, converts it into a sales order, and keeps every related file organized its full context for fast, accurate fulfillment.
A few of the industries we serve
MANUFACTURING & INDUSTRIAL
Enjoy comprehensive visibility with specifications, drawings, and supplier files on every item and transaction and maintain traceability, reduce rework, and meet compliance demands.
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DISTRIBUTION & LOGISTICS
Keep orders flowing and margins strong by eliminating freight invoice errors, linking documents to related transactions, and ensuring end-to-end visibility.
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TRADE & OTHER SERVICES
Connect every project expense, contract, and change order to the right record for accurate billing, faster approvals, and stronger client relationships.
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TELECOM & AEROSPACE
Maintain full traceability across equipment, certifications, service records, and field documentation while keeping engineering, supply chain, quality, and compliance teams aligned with complete operational visibility.
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ENERGY & NATURAL RESOURCES
Maintain compliance and operational safety by linking inspection, permit, and equipment records to related transactions for real-time oversight across field operations and regulatory compliance.
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NON-PROFITS
Centralize grant files, donor records, funding documents, and audit materials to maintain transparency, simplify reporting, strengthen donor accountability, and ensure every program remains fully compliant.
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Why Datahaven?
Datahaven 365 is more than a document management utility
Datahaven is a comprehensive, AI-enabled document management and automation solution that is embedded directly within the Microsoft business applications your teams use every day, including Business Central, Finance & Supply Chain, Customer Engagement (CRM), Teams, and Power Apps.
Read what some of our customers have to say!
Datahaven is, by far, the best solution in the Dynamics market.
Datahaven is one kick-ass solution.
It’s been a dream of mine for about 15 years that someone would come up with a solution like Datahaven 365.
Request your demo today
See how Datahaven helps your teams work faster, smarter, and with greater accuracy. Accelerate your order-to-cash cycle and deliver the experience your customers expect.