Don’t let document chaos clip your wings - take control with Birds Document Warehouse
Delays, errors, and compliance risks often trace back to missing or mismanaged documentation. From certificates to contracts and orders critical files are scattered across inboxes, folders, and disconnected systems - slowing down teams and exposing the business to risk.
Birds Document Warehouse solves this by creating a structured, secure, and scalable foundation for document management inside your Dynamics 365. It reduces operational friction, supports compliance, and frees your teams to focus on execution.
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Birds Document Warehouse helps you:
Reduce Risk
Ensure compliance and traceability with secure, version-controlled document storage.
Boost Efficiency
Save time across departments by automating document handling and linking.
Enable Scalability
Support growth with a structured, future-proof document management foundation.
Discover our Birds Document Warehouse features:
- Links documents to customers, vendors, items, jobs, and more in Dynamics 365
- Eliminates manual steps and reduces human error
- Keeps documentation consistently organized across the system
Impact: Saves time and ensures traceability across operations
- Tracks every change with full version history
- Maintains a secure audit trail for compliance and quality control
- Prevents accidental overwrites and ensures accountability
Impact: Supports governance and reduces risk exposure
- Controls visibility based on user roles and responsibilities
- Protects sensitive documents from unauthorized access
- Enables secure collaboration across departments
Impact: Enhances security while improving team efficiency
- Allows fast uploads from desktop, Outlook, or shared folders.
- Simplifies user experience with intuitive drag-and-drop
- Encourages consistent documentation practices
Impact: Boosts adoption and keeps records up to date
- Finds documents instantly using metadata and linked records
- Filters by type, date, or related business entity
- Handles large volumes of documents with ease
Impact: Saves time and reduces frustration for users
- Upload and access documents directly from familiar tools
- Keeps documentation centralized while users stay in their flow
- Reduces switching between systems and improves consistency
Impact: Increases productivity and streamlines workflows
“Before, we were wasting so much time just trying to find the right files and documents—and that really added up in costs too. Since the implementation, our processes run much faster, and we’re saving both time and money every day.”
Frequently chirped questions about the product
Birds Document Warehouse is an intelligent solution that consolidates information across various business applications like ERP, CRM, and PLM. It provides a unified view of documents and data, enabling seamless access and collaboration across departments.
By centralizing document access and using AI to tag and organize content, it reduces the time spent searching for files. This streamlines workflows and enhances collaboration, saving employees up to 20% of their time.
Yes, Birds Document Warehouse offers seamless integration with Microsoft Dynamics, SharePoint, and other platforms, allowing users to access documents without switching between applications.
With Birds Document Warehouse you can design workflows for a wide range of documents including quotes, contracts, delivery notes, complaints, service reports, and more, all tailored to your business needs.
AI automatically extracts and tags relevant data from documents, enabling smart search capabilities and automatic recognition of document types and content, which enhances efficiency and accuracy.
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