D365 Customer Engagement

The 9A Raptor Document Warehouse integration for Dynamics 365 Customer Engagement provides the following functionalities:

• Store documents easily and link them to your CRM data using tags

• Save Dataverse capacity by storing note attachments and emails in Raptor

• Use the 'Raptor Attachment Manager' to add mail attachments straight from your Document Warehouse

• Share documents between Dynamics 365 Finance & Operations, Business Central, or other systems with your CRM users by using the Document Warehouse as a single point or truth

• Migrate documents automatically when records are merged

When installing the 9A Raptor Document Warehouse solution in your environment, configuration will be available through the Raptor Configuration app: