ARCHIVING AUTOMATION FOR MICROSOFT DYNAMICS ENHANCED WITH AI
Transform disconnected files into a unified, searchable document management system embedded throughout Microsoft Dynamics
Stop wasting time searching for disconnected files and start building a complete record of your business activity from the moment each document and email is received. With the Datahaven 365 Archiving Automation solution embedded in Microsoft Dynamics, every document and email is automatically captured, classified, and linked to the right transaction or record.
CAPTURE
Automatically captures and stores documents, emails, and other electronic files from any source, including inboxes, scanners, and network shares so every file goes through the same archive process.
SPLIT
Split multi-document packets into individual documents using AI so each document is separately validated and either archived to its related record or routed for any additional processing required.
CLASSIFY
Identify document types and extract the key reference numbers required to link each document to the correct records, such as an item, purchase order, or other transaction in the system.
VALIDATE
Confirm that AI-suggested splitting and classification are correct, verify that all key reference numbers were captured accurately, and ensure each document is ready to be filed to its related record or routed for any additional processing.
FILE
Apply automated filing rules that place each document in the correct location within a virtual folder structure, ensuring it appears on the applicable Dynamics record or related transaction and remains consistently organized for every department.
ROUTE
Automatically route specific document types for advanced processing, including vendor invoices handled by the AP Automation solution and customer orders handled by the Sales Automation solution, ensuring faster reviews, fewer delays, and accurate workflow progression.
The result is a single, consistent repository where every document, email, and other electronic file gets displayed in its full business context. By eliminating manual filing and disconnected storage, Datahaven 365 provides the speed, traceability, and confidence your organization needs to simplify audits, strengthen collaboration, and reclaim valuable time.
Archiving Automation (Solution Demos)
Datahaven vs. Native BC Archiving
This 6:39 video shows how Datahaven resolves inconsistent document storage in Business Central by organizing files into context-aware folders. Users capture POs and drag in support documents after which Datahaven applies consistent, automated naming and filing so every related file is immediately available on any related record without navigating to other transactions.
Archiving Automation with AI
This 2:51 video demonstrates how Datahaven’s AI classification tool monitors inboxes and folders, identifies document types, and processes packing slips, invoices, and support files automatically. It detects multi-invoice PDFs, splits pages accurately, links documents to the correct PO, and routes vendor invoices into AP automation for fast, consistent processing.
Visibility from the Payment Journal
This 2:26 video uses the Payment Journal to demonstrate how comprehensive visibility enables AP users immediate access to every invoice and its supporting documents directly on the screen. As users select each payment line, the folder structure updates automatically. This ensures accurate payments, complete records, and efficient AP review with minimal user effort.
Archiving Automation (Industry Use Cases)
MANUFACTURING & INDUSTRIAL
Automate document archiving in Dynamics to organize production orders, supplier files, and quality records with complete accuracy. Keep every plant audit ready and maintain full visibility into the all of the documents tied to each product, job, and process.
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DISTRIBUTION & LOGISTICS
Automate archiving in Dynamics to secure freight bills, packing slips, routing documents, and carrier records. Improve traceability, reduce document loss, and give operations instant access to every file needed to support fast, reliable shipment flow.
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TRADE & OTHER SERVICES
Centralize client contracts, service records, timesheets, and correspondence inside Dynamics for complete visibility. Improve compliance, accelerate audits, and ensure every engagement is supported with the right documentation.
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TELECOM & AEROSPACE
Archive component certifications, engineering documents, inspection reports, and supplier files inside Dynamics. Maintain compliance, support precise project accounting, and give every team access to the verified records required for mission-critical work.
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ENERGY & NATURAL RESOURCES
Organize field tickets, site inspections, safety reports, contracts, and regulatory files with automated archiving in Dynamics. Improve compliance, maintain full traceability, and keep every site supplied with accurate, accessible documentation.
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NON-PROFIT ORGANIZATIONS
Securely archive grant files, donor records, program documentation, and compliance reports inside Dynamics. Improve transparency, simplify audits, and ensure every funding source is supported with a complete and accurate document history.
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Cut audit preparation and document retrieval times with AI-powered document archiving for Microsoft Dynamics users
Transform enterprise document management with intelligent capture, classification, and context
The Datahaven Archiving Automation solution brings order, visibility, and intelligence to document management. Every record is automatically captured, indexed, and linked to its related transaction inside Microsoft Dynamics. Whether it’s a vendor invoice, sales order, journal entry, or production batch, documents appear instantly where they belong, giving users confidence that information is accurate, accessible, and complete.
Gain full visibility, security, and compliance control across every department
Logical, virtual folder structures organize documents by department and process so every user sees only what is relevant to their role.. Secure, time-stamped records create a verifiable chain of custody for each document, while configurable retention and disposal rules support GDPR, SOX, HIPAA, and other regulatory frameworks. With AI-enhanced retrieval, teams find files instantly, prepare for audits in minutes, and turn static records into valuable business intelligence.
Key Features & Benefits of Datahaven Archiving Automation for Microsoft Dynamics
Bring control, clarity, and confidence to your Microsoft Dynamics environment with Datahaven Archiving Automation. Every document, email, and attachment is captured, organized, and visible in context from the moment it enters your system.
UNIVERSAL CAPTURE
Capture vendor invoices from any source, including email, and automatically link them to the correct purchase order, receipt, or vendor record in Dynamics.
AUTO CLASSIFICATION
Use AI-driven rules to classify each file based on metadata, document type, and transaction data, creating accurate organization without manual work.
VIRTUAL FOLDERS
Organize every document in dynamic, role-based virtual folders that provide contextual access across departments such as AP, AR, Sales, Purchasing, and Manufacturing.
COMPLETE VISIBILITY
Gain instant access to all supporting records directly within Microsoft Dynamics, eliminating time-consuming searches and duplicate storage locations.
AUDIT-READY
Maintain a comprehensive, time-stamped trail of every document, user action, and approval to simplify compliance and prove audit readiness at any time.
SECURE & COMPLIANT
Protect sensitive information with permission-based access, retention policies, and automated disposal that meet corporate and regulatory requirements.
Customer Testimonial
We are now able to access every document, file, and form generated in the course of business and instantly answer questions from our customers. We are no longer buried in paper.
TAKE THE NEXT STEP IN YOUR ARCHIVING AUTOMATION JOURNEY
Watch a video or schedule your personalized demo to explore how Datahaven transforms document archiving into a streamlined, automated advantage inside Microsoft Dynamics. From compliance to customer service, Datahaven delivers instant document visibility, automated naming and filing, and consistent, reliable access for every user, so everyone can move faster, work smarter, and deliver with confidence.