Unity for Dynamics2025-05-16T11:27:20-04:00

Unity for Dynamics

Intellective Unity for Dynamics seamlessly integrates Microsoft Dynamics with one or more enterprise content and workflow systems. Deployable On-Prem or the Unity Cloud.

Seamless Integration

Connect CRM systems and business applications to one or more repositories, content, and workflow systems

Federated Content

Federated content and workflow management

Actionable Analytics

Actionable analytics across multiple content and workflow systems

Realtime Migration

Migrate and transform documents, metadata, and cases between various enterprise systems in real-time.

IBM (FileNet, CMOD, Case Manager, BAW, CM8)
Enterprise Applications
Connect critical business systems to streamline operations, enhance productivity, and ensure interoperability across your organization's enterprise applications.
Data Sources (DBM + APIs)
Integrate and manage data from various sources, APIs, and databases, providing a unified view for analytics and decision-making.
Actionable Analytics
Turn raw data into meaningful insights with actionable analytics, empowering businesses to make informed decisions and optimize outcomes.
Other Enterprise Repositories (CMIS)
Leverage interoperability between various content repositories using the CMIS standard to unify data access across platforms.
Box
Secure cloud-based storage and collaboration platform that enables teams to work together efficiently from anywhere.
SharePoint
A web-based collaborative platform that integrates with Microsoft Office, providing content management, workflow automation, and intranet solutions.
Alfresco
An open-source content management and workflow platform, ideal for organizations looking for flexible, scalable enterprise solutions.
OnBase by Hyland
A single enterprise information platform for managing content, processes, and cases, enhancing organizational efficiency.
OpenText
A leader in enterprise information management, OpenText enables organizations to capture, manage, and leverage information seamlessly.
Salesforce
A customer relationship management platform designed to optimize sales, marketing, and customer support operations.
Cloud Storage
Store, access, and manage your data securely in the cloud, enabling scalability, redundancy, and global access.
Dynamics 365
Microsoft’s suite of intelligent business applications for CRM and ERP, streamlining processes and fostering business growth.

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!

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 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.

Enhance your Enterprise Search

Learn how Intellective Unity helps you search and manage your data, documents and workflows housed across multiple ECM and BPM systems, all from within one dashboard.

With Intellective Unity 8.0, you get improved, customizable reporting and dashboards, enhanced navigation, advanced search capabilities across enterprise systems, the ability to save search criteria, and enhanced SharePoint integration.

How does UNITY Cloud ensure the security of data?2024-12-26T17:40:46-05:00

UNITY Cloud incorporates advanced security measures, including data encryption, secure access controls, and regular security assessments, to safeguard sensitive information and ensure that all documents remain protected while being offloaded and stored.

Who is the target audience for UNITY Cloud for Dynamics?2024-12-26T17:40:35-05:00

UNITY Cloud is designed for organizations using Microsoft Dynamics that need an efficient, scalable solution for document management, workflow optimization, and compliance across different sectors.

Is there a need for additional user licenses to access documents in UNITY Cloud?2024-12-26T17:40:25-05:00

No, UNITY Cloud allows users to search and access offloaded documents without requiring extra user licenses for Dynamics, optimizing operational efficiency while reducing licensing costs.

What key features does UNITY Cloud provide for Dynamics users?2024-12-26T17:40:14-05:00

UNITY Cloud includes advanced search functionalities, real-time data access, seamless integration with a variety of ECM platforms, and an intuitive user interface to improve the document management experience for all users.

Can UNITY Cloud assist with regulatory compliance?2024-12-26T17:40:04-05:00

Yes, UNITY Cloud provides robust document retention policies and audit trail capabilities to ensure compliance with industry regulations, helping organizations manage their documents in accordance with legal and compliance requirements.

How does UNITY Cloud help lower storage costs in Dynamics?2024-12-26T17:39:53-05:00

By offloading documents from Microsoft Dynamics to dedicated enterprise content management (ECM) systems, UNITY Cloud minimizes the amount of data stored within Dynamics, resulting in significant cost savings on storage management.

What is UNITY Cloud for Dynamics and what advantages does it offer?2024-12-26T17:39:40-05:00

UNITY Cloud for Dynamics is an integrated solution designed to enhance document management and workflow processes by seamlessly connecting with Microsoft Dynamics, enabling organizations to optimize data storage, improve access to vital documents, and reduce operational costs.

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