Go Paperless with Customer Portal for D365 Document Management
Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutions that amplify the daily grind. Document management systems can easily integrate with your existing solution and improve workflow efficiency. But that’s too ‘90s! Integrating multiple third-party solutions and configuring them to work together creates chaos and might slow down the ERP solution. On top of that, these legacy systems can result in compromised security, compliance risk, unorganized databases, cluttered network drives, etc. Even amidst all these challenges, managing documents is essential, and going digital is the only solution. Using a customer portal for document management in Dynamics 365 is one of the best options. In this article, I will explain why. You may think – why not integrate Dynamics 365 rather than a customer portal. I will answer that too in a proper way. Before that, let’s look a...