LitzSuite product

Smart Document Management Right Inside Dynamics 365

Centralise documents, upload, preview, manage and find what you need with intelligent search directly in Dynamics 365 CE.

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Key highlights

Designed around the work your teams do every day.

Smart Sync & Connectivity

Automatic file sync across CRM records with SharePoint connectivity.

Secure & Organised Storage

Centralised document handling with controlled access for stronger governance.

Boost Productivity & Accuracy

Version management, easier upload and retrieval, and less manual effort.

At a glance

See the capability in context.

Features

Capability without unnecessary friction.

AI-Powered Search: Use full-text search with Azure AI to locate documents quickly.
Contextual Binding: Keep files tied to Accounts, Cases and other Dynamics 365 records.
Azure Cloud Storage: Use scalable Azure Blob storage within the Microsoft ecosystem.
Duplicate Detection: Reduce redundant uploads and keep the document estate cleaner.
Seamless UX: Upload, preview and manage documents without leaving Dynamics 365.

Trusted across teams

Built for the people who need it.

Sales teams

Upload and manage customer contracts directly against CRM records.

Support agents

Link screenshots, reports and evidence to cases for faster resolution.

Compliance teams

Use version history and controlled access to support traceability.

Get in touch

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