Unify project, finance, and client success teams around a single source of truth for documents, email, and other electronic files
Trades and professional services companies depend on accurate scopes, timely approvals, and complete documentation to keep engagements on track. Missing SOWs, unrecorded change requests, or scattered receipts slow billing, introduce scope disputes, and weaken client trust. Disconnected storage across inboxes and shared drives makes it difficult to control document versions, verify audit trails, or respond quickly to client questions.
Teams across delivery, finance, and client success lose valuable time searching for proposals, contracts, change orders, and billing support. These gaps create schedule risk, delay revenue recognition, and strain utilization targets.
Datahaven keeps every engagement organized, documented, and audit-ready by connecting each file to the correct project or job in Microsoft Dynamics.
Proposals, SOWs, change orders, approvals, and supporting documents appear exactly where teams work. With accurate, in-context visibility, organizations can manage scope more consistently, accelerate billing cycles, and strengthen client relationships across every phase of the engagement.
Connect every proposal, statement of work, change order, time entry, expense receipt, and invoice to the records that run each engagement
COMPLIANCE
Meet client and regulatory standards such as SOC 2 and ISO 27001 with linked documents, approvals, and time-stamped histories for every project.
FINANCE
Connect time entries, expenses, and billing support directly to projects and customers for accurate invoicing, faster closing cycles and full financial visibility.
IT INFRASTRUCTURE
Deliver secure, embedded document management within Microsoft Dynamics and Power Platform, removing the need for file shares or add-ons.
PROJECT DELIVERY
Give delivery teams instant access to SOWs, deliverables and approvals so every engagement remains aligned, traceable, and audit-ready.
CLIENT SUCCESS
Retrieve communications, contracts, and service history in seconds to resolve issues, improve response times, and drive renewals.
PROCUREMENT
Centralize subcontractor and vendor records, purchase orders, and approvals to streamline sourcing, track costs, and maintain compliance.
ARCHIVING AUTOMATION FOR TRADE AND OTHER SERVICE COMPANIES USING MICROSOFT DYNAMICS
AP AutomationSales AutomationEliminate document chaos to improve project visibility, accountability, and client satisfaction
Capture, classify, and link every client and project record automatically inside Microsoft Dynamics
Datahaven Archiving Automation brings order and intelligence to the entire project lifecycle. Every document and email is automatically captured, classified, and linked to the correct customer, project, or transaction record in Microsoft Dynamics. Contracts, proposals, timesheets, and approvals are organized within intelligent, role-based virtual folders, ensuring that sales, delivery, and finance teams all work from one accurate and complete record.
Enable faster retrieval, compliance verification, and collaboration across every client engagement
AI-powered search, time-stamped records, and configurable retention policies let teams locate any document in seconds, verify scope changes or client approvals instantly, and demonstrate compliance with internal or customer requirements. Archiving automation transforms disconnected files into a unified, searchable system of record that strengthens collaboration, accelerates billing, and protects institutional knowledge across the business.
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 TRADE & PROFESSIONAL SERVICES COMPANIES USING MICROSOFT DYNAMICS
Archiving AutomationSales AutomationAutomate project-based payables to protect margins and accelerate client delivery
Services firms manage a constant stream of invoices from subcontractors, consultants, and vendors, each tied to specific client projects, cost centers, and billable activities. When approvals and coding rely on manual review and email routing, payments are delayed, project costs drift, and margins erode. Missed early-payment discounts and inconsistent expense allocation also make month-end close unnecessarily complex.
Capture, validate, and code every vendor invoice automatically inside Microsoft Dynamics
Datahaven AP Automation streamlines payables by automatically capturing, matching, and coding invoices within Microsoft Dynamics. Supplier invoices arriving from email, portals, and other sources are validated against project budgets, purchase orders, and vendor master data, then routed through configurable, document-centric workflows for review and approval. Every supporting document, including contract, PO, timesheet, and correspondence, is linked into a single virtual folder embedded directly in the ERP, giving finance and project managers complete visibility into each transaction.
Accelerate approvals, maintain cost accuracy, and give finance leaders full project visibility
By automating matching and approvals, firms shorten payment cycles, maintain accurate project costing, and keep budgets on track. Embedded within Microsoft Dynamics, Datahaven AP Automation eliminates administrative bottlenecks, accelerates billing readiness, and gives finance leaders confidence in every payable—from vendor invoice to client invoice.
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.
Eliminate manual order entry to improve accuracy, speed, and customer satisfaction
In trade and professional service environments, every quote, order, and change request carries both cost and customer impact. Sales and field teams manage fast-moving jobs, complex pricing, and evolving service requirements. When customer orders or work authorizations arrive through multiple channels, manual entry and disconnected communication create errors, delays, and missed billing opportunities.
Automate order capture, validation, and fulfillment inside Microsoft Dynamics for complete order-to-cash visibility
Datahaven Sales Automation brings structure and accuracy to the order-to-cash process for service-based organizations. Customer orders and service requests are automatically captured from email, portal, or EDI, validated against customer, contract, and pricing records in Microsoft Dynamics, and routed instantly for review, scheduling, or fulfillment. Related correspondence, quotes, and attachments are organized automatically within Datahaven’s virtual folder structures, giving field and back-office teams a shared, real-time view of every transaction.
Accelerate billing, increase profitability, and empower every team with complete transactional insight
With automation handling the repetitive tasks of order capture, validation, and routing, staff can focus on service quality and profitability. Billing and Finance gain accurate, timely data for invoicing and reporting, while Operations benefits from full visibility into the documents and approvals that support every job. The result is fewer errors, faster billing cycles, and stronger, more profitable customer relationships.
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.