Skip to content

Microsoft Dynamics CRM integration

Every approval on the customer record. Automatically.

Your sales and service teams live in Dynamics CRM, and your documents live in Content Central. When a contract is approved or reviewed, the activity lands in the CRM, linked to the document.

Book a free demoHow it works

Part of Content Central, in the cloud or on your own servers.

Content Central workflow hub with approvals in progress

What it does

The workflow writes the CRM note for you.

Add one step to a Content Central workflow. Each time a document is approved or reviewed, Content Central records it as an activity in Dynamics CRM, so the history is on the record without anyone retyping it.
  • Approvals and reviews recorded as CRM activities
  • Linked back to the document in Content Central
  • Every step also in the Content Central audit trail

How it works

Set it up once.

  1. 01

    Connect

    An administrator enters your Dynamics CRM server address and credentials once, then tests the connection.

  2. 02

    Choose

    Pick the activity type and the people it belongs to, straight from the lists in your CRM.

  3. 03

    Trigger

    Add the step to a Content Central workflow. Approve or review the document and the activity is recorded.

Capture

Contracts and forms read at the scanner.

CapturePoint 6 splits the stack, sorts each document by type and reads its fields on your own PC, then files it into Content Central, where the workflow takes over.
  • Cutting-edge AI on your own PC
  • Free trial starts on first launch
  • Unlimited scanning, no per-page fees

Also connected

The rest of your systems, too.

  • Accounting and ERP

    Sage and Epicor

    Approved invoices and their line items exported to Sage 50, Sage X3 and Epicor.

    All integrations

  • HR and finance

    Workday

    Workday data in Content Central, and document exports pushed back over the REST API.

    All integrations

  • Accounting

    QuickBooks

    Approve the invoice and the bill is created in QuickBooks Online or Desktop.

    QuickBooks integration

  • Developers

    REST API

    Connect anything else to Content Central with the REST API.

    Developer docs

Trusted by 1,000+ organizations since 2002.

Fortune 500 companies and government agencies run on Ademero. Their security, IT and legal teams review us every year and keep renewing.

Organizations
1,000+
Building document software since
2002
We sign them
HIPAA BAAs

Questions about Dynamics CRM.

What shows up in Dynamics CRM?

An activity record for the document event, such as an approval or a review, linked back to the document in Content Central.

How is it set up?

An administrator adds the Dynamics CRM connection in Content Central with your server address and credentials, then adds the export step to the workflow for the document types you choose.

We run another Dynamics product. Can we still connect?

The built-in connector is for Dynamics CRM. For other systems, Content Central has a REST API. Tell us what you run and we will show you the best way to connect it in a free demo.

How do documents get into Content Central?

Scanners, email, watched folders and CapturePoint 6, which splits, sorts, reads and names documents with AI on your own PC.

Free live demo

See an approval land in your CRM.

Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.

  • A live tour of the products that fit your work
  • Your own documents, set up and shown working
  • Your workflow and process, mapped with you
  • Straight answers from people who build it
Book a free demo(863) 937-0272
Engraved illustration: file boxes, a document scanner and a PC at a desk