Zetadocs Express for Microsoft Dynamics NAV is our downloadable document management module for NAV, available at no additional cost to users of the RoleTailored client who are on a Business Ready Enhancement Plan. It is the result of a collaboration between Microsoft and Equisys to provide Microsoft Dynamics NAV customers the additional value of integrated document management using SharePoint Online in Microsoft Office 365.
- Drag and Drop: Any file, email or attachment can be dragged and dropped onto a record in the RoleTailored client to store it in SharePoint Online, linked to the record
- Workflow: Start and monitor SharePoint document approval workflows from within the RoleTailored client
- Save and Send: Email common Microsoft Dynamics NAV reports such as orders and invoices, automatically saving copies for future retrieval on-screen
Zetadocs Express for Microsoft Dynamics NAV has not been reviewed by any customers.
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