Unify field, safety, and finance teams around a single source of truth for documents, email, and other electronic files
Energy and natural resources organizations manage distributed assets, regulated workflows, and extensive vendor networks. Missing permits, outdated procedures, or unlinked inspection results can halt field work, introduce compliance risk, and delay critical decisions. Scattered documents across inboxes, shared drives, and legacy systems slow responses to incidents, audits, and community inquiries.
Field and office teams spend valuable time searching for drawings, MSDS sheets, inspection histories, and contractor documentation. These gaps increase schedule risk, raise operating costs, and make it harder to sustain safe, compliant operations.
Datahaven keeps every field activity documented, traceable, and on schedule by linking each file to the correct asset, site, or job inside Microsoft Dynamics.
Permits, inspections, contractor qualifications, and supporting documents appear exactly where teams work. With accurate, in-context visibility, field and office staff respond faster, reduce administrative effort, and maintain the documentation required for regulatory reporting, audits, and operational continuity.
Connect every permit, inspection, work order, invoice, and environmental record to transactions that touch every department
COMPLIANCE
Meet EPA, OSHA, FERC, and ISO standards with linked records, retention controls, and time-stamped traceability across every asset and site.
FINANCE
Connect invoices, field tickets, and receipts to jobs and assets for faster closing, accurate accruals, and complete cost visibility.
IT INFRASTRUCTURE
Provide secure, role-based document access inside Microsoft Dynamics and Power Platform so field and office teams share one trusted source.
OPERATIONS
Attach work packs, inspections, and procedures to assets and jobs so crews work confidently and every maintenance record stays complete.
HSE
Access permits, training logs, and incident reports instantly to improve safety, prevent downtime, and simplify environmental compliance.
PROCUREMENT
Manage supplier documents, purchase orders, and receipts in one place to control costs, track materials, and strengthen vendor compliance.
Archiving Automation for Energy & Natural Resources USING MICROSOFT DYNAMICS
AP AutomationSales AutomationCentralize energy and natural resource documentation to improve compliance, safety, and operational efficiency
Automatically capture, classify, and link every operational and compliance record inside Microsoft Dynamics
Datahaven Archiving Automation, centralizes document control for energy and resource environments. Every document and email is automatically captured, classified, and linked to the correct asset, site, or transaction record in Microsoft Dynamics. Work orders, inspection reports, maintenance records, and supplier certifications are organized within Datahaven’s intelligent virtual folder structures, keeping Operations, HSE, and Finance teams aligned. Real-time document visibility eliminates the uncertainty of disconnected systems and ensures that every stakeholder has access to current, verified information.
Strengthen audit readiness, traceability, and environmental accountability across every operation
Intelligent indexing, secure retention, and complete audit trails enable full traceability from field to finance. Organizations can demonstrate compliance with EPA, OSHA, FERC, PHMSA, and ISO 14001 or 45001 standards in minutes instead of days. Auditors and regulators can access time-stamped, linked documentation for any project or asset, while teams eliminate the paper chases and version confusion that slow reporting. Embedded within Microsoft Dynamics, Datahaven transforms unstructured content into a strategic resource that supports safety, sustainability, and continuous improvement across every operation.
TAKE THE NEXT STEP IN YOUR ARCHIVING AUTOMATION JOURNEY
Learn more, 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.
AP Automation for Energy & Natural Resources using microsoft dynamics
Archiving AutomationSales AutomationAutomate field and vendor payables to improve cash flow, compliance, and operational visibility
Capture, match, and validate every field and supplier invoice automatically inside Microsoft Dynamics
Datahaven AP Automation brings speed, accuracy, and control to the entire procure-to-pay process. Invoices arriving from email, portals, and other sources are captured automatically, validated against purchase orders, contracts, and vendor records in Microsoft Dynamics, and routed through intelligent, document-centric workflows for review and approval. Supporting documents, such as field tickets, delivery receipts, inspection reports, and safety certifications, are automatically organized within Datahaven’s virtual folder structures embedded directly in the ERP, ensuring AP, Operations, and HSE teams share a complete, real-time view of every transaction.
Gain real-time insight into project costs, allocations, and regulatory compliance across every site
Automation accelerates approvals, ensures accuracy, and keeps budgets under control. Embedded within Microsoft Dynamics, Datahaven AP Automation reduces processing time, strengthens control over joint-venture and field expenses, and ensures every payable is complete, compliant, and traceable. The result is improved cash flow, vendor trust, and a more transparent, efficient payables process that keeps energy and resource projects running smoothly and profitably.
No matter your industry, you can use Datahaven to automate your payables from capture to posting, cut cycle times, and transform AP into a strategic driver of accuracy, cash control, and operational efficiency.
Sales Automation for Energy & Natural Resources USING MICROSOFT DYNAMICS
Archiving AutomationAP AutomationAutomate complex energy and resource order processing to improve accuracy, billing speed, and compliance
Energy and natural resource organizations manage high volumes of sales and service orders tied to commodities, projects, and site operations. Each order can involve variable pricing, contract-based terms, and regulatory documentation that must be verified before fulfillment or billing. When this process depends on manual entry, email trails, and spreadsheets, errors and delays multiply, impacting delivery timelines, cash flow, and compliance with customer or regulatory requirements.
Capture, validate, and create sales and service orders automatically inside Microsoft Dynamics
Accelerate fulfillment, strengthen compliance, and ensure complete traceability from order to invoice
No matter your industry, you can use Datahaven to automate your sales order process from capture to fulfillment, reduce errors, and give every team instant visibility into the documents that drive revenue.