Best Document Management Software for Microsoft Dynamics 365
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Compare the Top Document Management Software that integrates with Microsoft Dynamics 365 as of October 2025
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This a list of Document Management software that integrates with Microsoft Dynamics 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft Dynamics 365. View the products that work with Microsoft Dynamics 365 in the table below.
What is Document Management Software for Microsoft Dynamics 365?
Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Document Management software for Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
PairSoft
PairSoft
PairSoft delivers secure, cloud-based document management built for finance and procurement teams. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it centralizes and automates document capture, indexing, and retrieval for invoices, POs, contracts, and more. With OCR-powered search, role-based access, and full audit trails, PairSoft eliminates paper-based processes, ensures compliance, and boosts efficiency across AP and purchasing workflows. Custom retention policies and real-time ERP sync help teams stay audit-ready and organized. Whether supporting AP automation or procurement, PairSoft provides seamless, scalable document control for modern, remote-friendly finance operations. -
2
onPhase
onPhase
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance. -
3
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.Starting Price: $500/month -
4
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
5
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
6
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
7
Total Lean Management (TLM) Software
Lean & Mean Business Systems
Perfect for a small company, TLM has everything you need, and can accelerate the implementation with consulting, training, procedure templates, and document writing/coaching support, plus we have validation templates and a system setting mode so small medical device companies have special features to help manage technical files and 510K submittals. TLM QMS Software saves you money AND makes your QMS more effective by providing a dual technology landscape for the two distinct QMS user types. Core modules include: • Audits • Contact Manager (CRM) • CAPA • Customer Feedback • Document Management • Electronic Forms • Employees • Employee Feedback • Equipment Calibration • Evaluations • FMEA • Inspections • Inventory/parts • Library • Meetings/Reviews • Metrics • Projects • Purchase Orders • Quality Record Mgt • Rejected Materials • Risk & Opportunities • Sales Orders • Strategic Planning • Surveys • Tasks/Events • Training • Work OrdersStarting Price: $45/user/month -
8
Klyck
Klyck
Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user activity for sales and marketing leaders with superior data-driven strategic solutions.Starting Price: $9/month/user -
9
Microsoft 365
Microsoft
Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.Starting Price: $9.99/month -
10
Inhubber
key2contract GmbH
Inhubber is a secure contract lifecycle management and digital signature platform powered by AI automation. It makes contracts clear, interactive, and easy to manage, eliminating inefficiencies in analysis, management, and approval processes. Inhubber’s AI detects legal and financial risks, tracks obligations and deliverables, and automates reminders for seamless compliance. Generative AI instantly creates concise, accurate summaries of contracts to speed up decision-making. Its unique blockchain-based encryption ensures that every transaction is secured with a tamper-proof code line, providing unmatched transparency and traceability. The built-in eSignature supports all file formats — from ZIP and Excel to video — while guaranteeing the highest level of data protection. Trusted by large enterprises and SMEs worldwide, Inhubber safeguards every contract with unique, industry-leading security.Starting Price: $19,99 -
11
Dropbox
Dropbox
Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.Starting Price: $12.50 per month per user -
12
Adobe Acrobat
Adobe
Adobe Acrobat is a versatile PDF solution that allows users to create, edit, and sign PDF documents seamlessly. Whether you're working on a desktop, mobile device, or online, Acrobat enables you to convert files to and from PDFs, edit text and images, and organize your documents with ease. The platform also offers advanced features like e-signatures, document protection, and PDF comparison, making it ideal for both personal and business use. Acrobat integrates with popular cloud storage services, allowing for easy document sharing and collaboration from anywhere.Starting Price: $12.99 per month -
13
Intellect
Intellect
Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals. -
14
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.Starting Price: $8.25 per user per month -
15
Microsoft Word
Microsoft
Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.Starting Price: $9.99 per month -
16
airSlate SignNow
airSlate
SignNow from airSlate is an electronic signature that enables business to be conducted anywhere, anytime and on any device. SignNow offers the best ROI for SBM and mid-market thanks to its intuitive UI, transparent pricing, flexible configuration and the ease of API integrations. Sign documents online, generate agreements, negotiate contracts, and accept payments with legally-binding eSignatures. airSlate SignNow’s intuitive interface allows newcomers to create an account, upload, eSign, and send their first document for signing in minutes — no training or downloads required. Break free from predatory pricing plans with hidden costs at renewal. With airSlate SignNow, you only pay for what you use, without overcharges for extra sends or templates. Close deals faster in person or remotely, improve team collaboration, and get complete visibility into the document signing process using advanced functionality tailored to your needs.Starting Price: $8 per user per month -
17
Adobe Acrobat Sign
Adobe
Transform and speed up your workflows with Acrobat Sign – the only e-sign tool that includes the power of Adobe Acrobat in one package. Access Acrobat PDF documents and sign documents from anywhere, on mobile or desktop. Your recipients can sign in a snap — no downloads or sign-ups required. Easily scan and upload PDFs using the free Adobe Scan mobile app on your device. Join 500,000 organizations who are elevating the customer experience with the power of electronic signature software and Acrobat PDF features. Adobe makes it easy for you to create, edit, collaborate, e-sign, and share PDFs, on any device. Choose from a range of scalable document signing solutions to meet your unique business needs — with or without PDF document management features. As Microsoft’s preferred e-signature solution, Acrobat Sign integrates with the most comprehensive suite of Microsoft apps, so you can send and sign PDFs without leaving the app you’re working in. -
18
RELAYTO
RELAYTO
How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful.Starting Price: $100/user/month -
19
M-Files
M-Files
By embedding automation and GenAI into its core, M-Files' platform not only increases efficiencies for organizations but also empowers knowledge workers to focus on what truly matters—innovation and strategic growth. With 10 global offices, M-Files serves more than 5,000 customers in 100 countries. Experience M-Files yourself by taking our free 30-day trial. With four different trial solutions to choose from, you can explore M-Files in the way that best fits your business goals. Our General trial offers a broad introduction to M-Files and the benefits of knowledge work automation, while tailored industry trial solutions take a deeper dive into key use cases within Wealth Management, Manufacturing, and Energy & Utilities. For more information, visit www.m-files.com. -
20
Gigasheet
Gigasheet
Gigasheet is the big data spreadsheet that requires no set up, training, database or coding skills. If you can use a spreadsheet, you can find opportunities in big data. Best of all, your first 3GB are free! Use Gigasheet to filter, sort, group and aggregate data to gain insights. Create pivot tables by simply dragging columns around. Data cleanup tools and functions clean and insert data during analysis. Enrichments such as Email Validation and Geo IP Location look up make your data even more useful. Sharing and collaboration tools make distributing huge data sets a snap. Gigasheet integrates with more than 135 SaaS platforms and databases. Thousands of individuals and teams use Gigasheet to gain insights in minutes, not hours or days. You don't need to be a data scientist to get answers from big data.Starting Price: $95 per month -
21
Fluent
Apryse
Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates. -
22
OneSpan Sign
OneSpan
OneSpan Sign is a secure and reliable electronic signature solution that powers some of the world's most trusted brands. Top analyst firms and regulated industries recognize OneSpan Sign as a flexible and scalable solution that enables them to manage identities, secure access, verify transactions, and protect assets across the enterprise, financial, e-commerce, government, and healthcare markets. Available in the cloud or on-premises, OneSpan Sign seamlessly captures signatures at the point of sale (POS), in the field, or on websites.Starting Price: $20.00/month/user -
23
Responsive
Responsive
Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. -
24
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
25
Parseur
Parseur Pte. Ltd.
Parseur is an email parser and document processing automation software that automatically extracts data from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur saves you hundreds hours of manual data entry and lets you automate your business. Parseur works by creating a template based on a sample email, and highlighting portions of text to capture. After generating a template, Parseur will automatically extract the data from every similar email. The best feature about Parseur is that if you have more than one template, Parseur will automatically pick the right one for you so you can consolidate data extraction from many different providers automatically. Parseur comes loaded with ready made templates for many industries including food orders (Grubhub, DoorDash), Google Alerts, real estate leads (Zillow, Apartments.com), Job applications (LinkedIn), Bookings (Airbnb) and many more!Starting Price: $99 / month -
26
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
27
SimpleSign
Simple Sign
Secure & legally binding signatures. Build smart templates and workflows to simplify your signature needs. Developer friendly REST API. Get started today and implement a world class esigning to any software. Monitor and keep track of all your supplier agreements to avoid unnecessary expenses. Collect eSignatures from the POS systems you already use. Give your customers a better user experience. Publish your templates to a link and allow visitors to fill in their information and sign. All your documents are one search away. Never lose a document again. Close deals faster by understanding when and how your clients interact with your documents. Get real-time tracking of every document interaction.Build beautiful and intelligent templates, with an easy to use drag-and-drop editor. Share them across your organization. Set customized rules and restrictions to avoid human errors.Starting Price: €15 per month -
28
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
29
Klippa DocHorizon
Klippa App B.V
Unlock cost savings with Klippa DocHorizon, your intelligent solution for document processing. Experience seamless automation with cutting-edge artificial intelligence. Klippa DocHorizon empowers you to automate all your document-related tasks effortlessly. Our AI-driven intelligent document processing platform provides versatile modules available through API and SDK integrations. Choose from ready-made document processing workflows or create a custom flow tailored to your needs in just a few simple steps. Design your own workflow by combining various modules to control how documents are input, processed, and delivered in your preferred output format. With Klippa DocHorizon, document automation has never been more flexible or efficient. -
30
Sourcetable
Sourcetable
Sourcetable is an AI-powered spreadsheet and data platform designed to streamline your workflow and improve productivity. It offers a comprehensive solution for tasks such as analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and driving business intelligence. Combining the familiarity of traditional spreadsheets like Excel and Google Sheets, Sourcetable includes all standard formulas and functions while providing seamless data connections to over 100 databases and applications. With Sourcetable, you can centralize and analyze data from multiple sources in real-time, enabling more efficient decision-making and collaboration. The platform integrates advanced AI models to help automate workflows, uncover insights, and support data-driven strategies. Whether you’re building interactive dashboards, conducting detailed analyses, or preparing data for machine learning, Sourcetable is designed to make complex tasks easy.Starting Price: Free