Diversify Your Tech Toolbox with MetaViewer and Microsoft Dynamics 365FO

2021-08-06 15:00:00.0 by Alyssa Putzer

Dynamics 365 for Finance and Operations offers an ERP tool set that provides intelligent technology and scalability that will allow your organization to grow at its own pace. Pair it with another powerful tool in your technology toolbox (*cough* MetaViewer Paperless Automation *cough*) and you have a fix-all solution to all your manual and paper-burdened processes.

Adding the MetaViewer solution to your Microsoft Dynamics 365 for Finance and 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.

Here’s what happens when you integrate MetaViewer with your Dynamics 365 for Finance and Operations solution:

  • 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.


If you’re using Microsoft Dynamics 365 for Finance and Operations and haven’t integrated it with an AP automation solution yet, this is your sign! Get the most out of your investment by having all the right tools in your toolbox.

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