Intellective UNITY FOR DYNAMICS combines the capabilities of Microsoft Dynamics 365, with Intellective’s enterprise search, to give you a complete view of your repositories, workflows and content.

Intellective Unity for Dynamics integrates multiple ECM and BPM applications

Intellective Unity for Dynamics empowers users by creating a seamless search experience all from within the Dynamics interface you already know. Users can now search for and manage documents, tasks, and data across multiple ECM and BPM systems without ever leaving Dynamics. This means less time spent searching for information, and more time spent acting on it!

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Intellective Unity for Dynamics Provides:

  • Create a seamless, rich, and contextual view of your enterprise data and content.
  • By providing advanced document management, case management, and task processing.
  • Enhance your Dynamics user engagement and productivity .
  • Make better informed business decisions based on complete data from all your systems.
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Intellective Unity enables account management in Dynamics CRM Intellective Unity enables document search in Dynamics CRM

Intellective Unity for Dynamics Implements Quickly, Reduces Costs, and Improves Data Security:

  • Simple to use: Enjoy a truly seamless experience within Dynamics.
  • Quick to deploy: Design UI and make it available in less than an hour with low-code configuration.
  • Secure: Use role-based security combined with your in-house authentication to ensure appropriate access to content and systems.
  • Reduce costs access and transact on data and documents from the source.

Intellective Unity for Dynamics can give you a comprehensive view of your organization just like Bank of America!

Bank of America needed a consolidated view of all mortgage content irrespective of the source repository. Bank of America partnered with Intellective to provide a solution which is a single interface to access all critical information and documents in an intuitive contextual view, reducing processing time and improving the client experience.

Bank of America is a full-service banking and Financial Services Corporation with assets in excess of $2 Trillion and more than 245,000 employees. It offers a broad range of services including personal and business banking, wealth management, and mortgage lending services.

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Learn how it works
Take a quick tour of exactly how Intellective Unity for Dynamic’s architecture connects your content, process, and data to the Dynamics platform.

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Low-Code Technology and Digital Transformation

See how Intellective leverages Low-Code, No-Code technology in digital transformations.

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Our Value Proposition

Modernize your content portfolio and conquer content sprawl
with a federated content and workflow strategy

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Our Microsoft Partnership

Learn how we deliver industry-leading Microsoft solutions for content and data management

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