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About this product
Document management for Dynamics 365 Finance and Operations that automatically links content to the relevant records and tasks. Users preview documents in the browser, move content by drag and drop and store it in any system from the familiar Dynamics interface; information is filtered by role, and rules-based workflows let users request content from others with notifications and deadlines, validate and approve submissions, and route documents to teams or downstream systems. Includes a Power Platform connector.
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