Microsoft Dynamics 365 for Operations

Add value to your Microsoft Dynamics 365 for Operations investment with integrated paperless automation.

Dynamics 365 for Operations offers an ERP tool set that provides intelligent technology and scalability that will allow your organization to grow at its own pace.

Designed for a variety of sectors and departments, including:

  • Manufacturing
  • Retail
  • Finance
  • IT

This cloud-based Microsoft ERP system provides the important information you need to keep your key departments working smarter.

Why we integrate:

Adding the MetaViewer solution to your Microsoft Dynamics 365 for Operations offers paperless automation, compelling ROI, full visibility, and functionality well beyond AP Automation. Eliminate lost discounts, boost employee productivity, and reduce errors while utilizing expanded functionality like expense reporting, journal entry, mobile access and more.

  • Automated document capture. MetaViewer’s invoice and order capture make it easy for suppliers and customers to provide you with electronic invoices /orders and bypass the scanning process.
  • Intelligent workflow. Documents are routed automatically for review and approval based on your defined business rules. Workflows are adjusted based on key criteria such as due date, invoice amount, workload and time-in-queue.
  • End to end Visibility. MetaViewer lets you monitor your financial process from end to end in real-time. No more blackouts due to paper-based processing. Using the MetaViewer Web portal, your vendors, channel partners and customers enjoy direct online visibility to their documents and status updates, providing immediate answers to their questions and fewer phone calls to your staff.
  • Integrated with Microsoft Dynamics 365. No need to learn a new platform. You’ll find a MetaViewer button on your Microsoft Dynamics screen that takes you directly to all your financial documents—indexed, cross-referenced and organized by transaction "folder" according to your standard business processes.

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