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- Manufacturing
  Manufacturing
  The advantages of automation, AI, and machine learning have caused a shift toward smart factories and data-driven manufacturers. We help you to become competitive, innovative, and resilient.
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  Discrete Manufacturing
  Life Sciences
  Process Manufacturing
- Financial Services
  Financial Services
  How to navigate intense competition, stay in compliance with ever-changing regulations and leverage commercial opportunities. We help you create an IT landscape that enables efficient operations and connects processes and data.
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  Asset Management
  Banks
  Credit Unions
  Insurance
  Private Equity
  Wealth Management
- Professional Services
  Professional Services
  People-centered, client-focused and project-driven: that’s professional services in a nutshell. We design and implement technology solutions that enable better decision-making and effective working.
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  Architecture and Engineering
  Construction
  Legal
  Consulting
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  Software and Technology
- Retail
  Retail
  We modernize the retail workplace, bringing previously unseen insights to the business, implementing intelligent order management and get you closer to your customer.
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  Retail
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  Public Sector
  HSO helps public and government organizations to meet and leverage increasing expectations for digital service, responsiveness and transparency.
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  Central and State Government
  Federal Government
  Local Government
  Housing
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- Non-Profit
  Non-Profit
  We support Non-Profits by modernizing applications, automating processes, and providing insight. Through technology, we nourish successful relationship management and enable greater impact.
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Our capabilities
- What we do
  What we do
  HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care. Through our services, we help companies transform the way they work and improve business performance.
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  Plan & design
  Build & implement
  Run & optimize
  Global deployments
- Business Applications
  Business Applications
  Microsoft Dynamics 365 Business Applications for ERP and CRM are leading in the industry. But their real strength is in the integration. Combined, they deliver even more value.
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  Commerce
  Customer Data Platform
  Customer Service
  Field Service
  Finance
  Fundraising & Engagement
  Human Resources
  Marketing
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- Cloud Services
  Cloud Services
  HSO has a proven track record in supporting our customers in their cloud journey. With your business in mind, we offer a comprehensive suite of services to help you gain value from the cloud.
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  Cloud Strategy & Architecture
  Cloud Integration
  Cloud Infrastructure & Security
  Low Code Development
  Managed Cloud Services
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- Data & AI
  Data & AI
  We help customers build an operational and future-proof data platform, ready to realize business value from AI and machine learning technologies.
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  Artificial Intelligence
  Data & Analytics
- Industry Offerings
  Industry Offerings
  HSO builds products to fill gaps in Microsoft Dynamics 365 and offers new business applications, improved processes, and industry-driven best practices to assist our clients in becoming digital leaders in their industry.
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  Manufacturing
  Financial services
  Professional services
  Retail
  Public sector
  Cross-industry
Why HSO

Dynamics Document Manager

Dynamics Document Manager moves documents to Microsoft SharePoint Online, releasing valuable space in your Microsoft Dynamics 365 data storage.

Documents are replaced with links inside Microsoft Dynamics 365 so users enjoy the same experience when accessing their files directly.

Users of Dynamics Document Manager enjoy the ease of uploading files through an interface that allows simple drag and drop, directly from within Microsoft Dynamics 365. An integrated control can be placed anywhere on forms to transform any form into a drop zone for files.

Dynamics Document Manager is available for Microsoft Dynamics 365 for Customer Engagement.

BENEFITS

Reduce Cost by reducing database storage
Favorable usage drag & drop interface
Associate easily with entities, notes or activities

Storage

With Dynamics Document Manager you are able to enjoy the functionality of: dragging and dropping of documents to notes in Microsoft Dynamics 365, storing documents in Microsoft SharePoint integrated within the Microsoft Dynamics 365 user interface, extracting of documents using Microsoft Attachment Management and using e-mails and appointments with attachments. A process can be initiated completely automatically when a note is added to Microsoft Dynamics 365.

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