An integrated document management platform for Microsoft Dynamics CRM, Microsoft’s customer relationship management (CRM) solution, has been launched by Perceptive Software.

Perceptive Interact for Microsoft Dynamics CRM, as the solution is known, allows users to access and capture all customer or account-related data from any form within the CRM. 

It claims to provide out-of-the box  the ability to access documents and workflow from within Microsoft Dynamics CRM, including customer correspondence, invoices, purchase orders and inventory listings.

Users outside the CRM can also access content. As content is developed and associated with various CRM entities, users outside of Microsoft Dynamics CRM can be notified that documents have been created and have the ability to view or edit them, without accessing CRM.

The platform supports distributed Capture with automated indexing and linking to related CRM entities and transactions.

“Organisations across all industries use Microsoft Dynamics CRM to initiate and manage contact with customers and prospects. Perceptive Interact for Microsoft Dynamics CRM bridges the gap between the electronic content stored in the CRM and the paper documents, faxes and other content that reside outside the system, giving users greater visibility and control,” said Brian Anderson, Chief Technology Officer, Perceptive Software.