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Why Truvio Content Gate?
Documents fuel – and sometimes stall – the business processes that keep an organization running. Quickly connecting the right people to the content they need is key not only to efficiency, but also to informed decision making, quick revenue cycles and regulatory compliance. Take the guesswork and bottlenecks out of enterprise content collaboration.
No more needle-in-a-haystack searches
Information is filtered by role so each stakeholder gets exactly what they need – nothing more and nothing less – to complete their tasks faster.
Error-proof document-driven processes
A safe and secure single source of truth for your organization’s content, rules-based workflows ensure errors never have a chance to happen.
Eliminate confusion, costly mistakes, and wasted time
Request content from others, set notifications and deadlines, validate and approve submitted content, and route documents to different teams or downstream systems.
Bring ultimate ease of use your document management
Preview documents in your browser, move content via drag and drop, and easily store in any system – all from a familiar Dynamics interface.
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How Truvio Content Gate Benefits Your Business
Truly effective document management for Microsoft D365 can only be achieved from inside, accessing the same real-time data as the rest of your organization. As an embedded solution, Content Gate enables easy collaboration across teams, business units, or even outside of Microsoft D365 – all working from a single source of content truth.
A Holistic Approach, linking documents to Workflows and Projects
One single source of truth for all content relevant to the end-user from his or her point of view by working with fully configurable entity models, views and filtering options. Ensure teams always have the right documents at the right time, and set reminder trigger and actions.
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Request, edit and approve documents, while seeing exactly what’s expected
Request files from any stakeholder in or outside of your organisation that is collaborations on a project. Edit & Upload documents inside Microsoft Office Apps, no additional upload required, your ERP stays automatically up to date.
The right content directly available, anytime and anywhere
Expand the horizon for managing your content by using Power Platform capabilities such as Power Automate flows to automatically retrieve documents, or Power Apps to work with content at anytime, anywhere.
FAQ
1.) How does it drive efficiency and business outcome?
It streamlines document-driven processes by creating a single source of truth and embedding content directly into workflows, projects, and approvals. Teams always work with the right version, at the right time, reducing delays, avoiding errors, and enabling faster, more confident decisions that keep customer and operational commitments on track.
2.) How does it add value beyond standard Dynamics 365 functionality?
It goes beyond basic document handling by linking documents to workflows and projects, enabling structured request and approval processes, tracking required documents and deadlines, and allowing users to edit and upload files directly from Microsoft Office. This delivers a holistic, end-user-centric content experience fully embedded in Dynamics 365.
3.) What advantages does it offer over standalone document control software?
Unlike standalone solutions, it keeps all documents secure, governed, and connected to your live ERP data within Dynamics 365. There’s no need for extra uploads, integrations, or system switching. Ensuring lower storage costs, higher user adoption, better transparency, and secure, compliant document storage across the entire organization.