A customer or transaction can span several Dynamics 365 applications. Users need to see the related documents from the application they are working in, even when another process originally created or archived the file.
The Challenge: Application Boundaries Hide the Complete Record
A service or finance user may know that an invoice, statement or signed form exists but have no direct access from the current Dynamics screen. Switching applications or asking another team for the file slows customer service and weakens visibility.
The Lasernet Approach: Shared Archive Visibility Through Lasernet Keep
Lasernet Keep stores one governed archive copy and makes it available to supported Dynamics 365 applications through archive integrations or APIs. Users retrieve the document from the customer, account or transaction context available in their own application. The document remains in Lasernet Keep, with visibility provided through shared archive access rather than through the Customer Engagement document-generation connector.
Why It Matters
The benefits are clear:
- Visibility: users can access related archive records across supported Dynamics application contexts
- Service: customer questions can be answered with fewer hand-offs between teams
- Governance: one controlled Lasernet Keep archive supports several operational views
Let the Shared Archive Follow the Business Context
Lasernet Keep helps Dynamics 365 operate as a connected working environment without creating a separate document store inside every application.
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