Seamless, secure and compliant document management inside D365
CRM
Solution Details
Filer for Dynamics embeds document viewing, uploading, and metadata management directly into Dynamics 365 CE. It automatically syncs permissions and metadata to SharePoint, supports advanced search, and enables secure access for non-Dynamics users.
Mizorix Ltd is a recognised Microsoft Independent Software Vendor (ISV), specialising in cutting-edge document and records management solutions. Our expertise lies in building intelligent, scalable systems that seamlessly integrate Microsoft Dynamics 365 Customer Engagement (CE) with SharePoint, enabling organisations to manage, edit, and collaborate on documents directly within the Dynamics interface.