SmartIDP Integration: Enhancing Machinery Performance and Accelerating Transportation

SmartIDP

SmartIDP Integration with Microsoft

Secure Document Processing
  • Automate secure document processing across Microsoft applications
  • Ensure compliance and enhance data security
Efficient Document Handling
  • Reduce manual effort with intelligent document classification
  • Improve productivity within the Microsoft environment
End-to-End Automation
  • Seamlessly integrate with Microsoft Office, Outlook, and SharePoint
  • Automate document workflows and processes from start to finish

Experience SmartIDP Live!

Join a live demo or schedule a personalized session at your workplace.

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360° view of all projects

Systematically combine information from Microsoft & business applications for a complete overview to expedite decision-making and provide accurate, up-to-date information.

Eliminate legal gray areas

Automate your email, document & SharePoint content archiving and effortlessly prove compliance with retention periods and data protection requirements.

Familiar work environment

You continue working as normal in the standard Office applications and use the integrated ECM functions to easily and intuitively file documents, search for content, and more.

Efficient, error-free digital processes

Put an end to delays caused by switching between media & systems and benefit from transparent, automated processes.

Get more out of your documents, emails, and more

Emails, presentations, costings, contracts, cover letters: Do you manage an overwhelming array of documents and data from Microsoft Office, Outlook, and SharePoint? It’s a challenge to keep track of file names, storage locations, document versions, and email arrangements. With SmartIDP, you can enhance Microsoft’s capabilities with transparent processes, powerful search tools, and secure archiving for your business-critical documents.


Best Practice

Our interconnected eFiles act as central access points to documents from a range of sources, including SAP documents, emails, MS Office, and more, helping us improve operations in various areas, such as customer service.

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Logistics

A Better Overview & More Structure for Microsoft Office

Are your Word documents, Excel lists, and PowerPoint presentations scattered across local file directories? It’s easy to lose track of what’s where. With SmartIDP, we streamline your document management, providing a full overview and organized structure. Thanks to version control, changes stay traceable. In eFiles, you can quickly access related information connected to your documents. The practical DMS functions from SmartIDP are integrated directly into your Microsoft applications:

  • Add-in: Search and manage documents directly from Microsoft applications
  • Annotations: Collaborate more effectively and coordinate documents
  • Workflows: Approvals, follow-ups, and deadline reminders

Structured Email Management for Microsoft Outlook

Audit-proof Email Archiving

Archive emails and attachments from Microsoft Outlook with SmartIDP's email archiving, ensuring redundancy-free and audit-compliant storage: simply via drag-and-drop, automatically, or using journal archiving. This ensures your correspondence is secure while reducing the load on your mailboxes.

Structured, Company-wide Filing

Share emails across departments and teams with SmartIDP: SmartIDP eFiles bundle all information about a business case, such as inquiries, orders, and contracts. With the integrated add-in, filing and searching can be done directly from Outlook.

Integrate Processes in Outlook

Automate your inbound mail processing with SmartIDP. Emails, correspondence, applications, online forms, and more are captured, classified, and forwarded to the appropriate individuals for processing. For managing all other tasks, use SmartIDP BPM.

Microsoft Outlook Integration

Microsoft Dynamics is Even More Dynamic

SmartIDP rounds out Microsoft Dynamics 365 Sales, Dynamics 365 Finance and Dynamics 365 Supply Chain Management.

Archive Data & Documents

Print lists, invoices, quotations: Inbound and outbound documents from Microsoft Dynamics 365 are archived automatically with SmartIDP. For example, SmartIDP imports customer or vendor master data and stores everything in an audit-proof manner.

Find All Information

SmartIDP provides you with direct access in Microsoft Dynamics to all the relevant information about a transaction. It's easy to switch back and forth between, for example, a SmartIDP vendor or customer file and Dynamics at the click of a button.