Content Gate
Find all relevant content in a split second, regardless of storage location
AXtension® Content Gate enables you to link both CRM and ERP
Connect your Microsoft Dynamics 365 environment with AXtension® Content Gate and create a single point-of-truth for all content in your organization.
Why AXtension® Content Gate?
AXtension® Content Gate is built for every member of your team to manage and share content within a single point of truth.
Save time
Create a single point of truth for the content in your organization across Microsoft Dynamics 365 apps, by having all relevant content displayed in one overview, in one click.
Save time
Create a single point of truth for the content in your organization across Microsoft Dynamics 365 apps, by having all relevant content displayed in one overview, in one click.
Save money
Create a single procedure for storing content related to your business processes in a fast and convenient way. Choose the storage system that best supports your document requirements.
Save money
Create a single procedure for storing content related to your business processes in a fast and convenient way. Choose the storage system that best supports your document requirements.
Only the best
Add content by simply dragging ‘n dropping it to AXtension® Content Gate, or even automatically store content by utilizing the API with the built-in integration with the Microsoft Power Platform. Secure your files and grant access to documents based on the role within the organization.
Only the best
Add content by simply dragging ‘n dropping it to AXtension® Content Gate, or even automatically store content by utilizing the API with the built-in integration with the Microsoft Power Platform. Secure your files and grant access to documents based on the role within the organization.
Fun to work with
AXtension® Content Gate allows you to preview your documents directly in your browser. It's intuitive and the smooth design is a pleasure to work with.
Fun to work with
AXtension® Content Gate allows you to preview your documents directly in your browser. It's intuitive and the smooth design is a pleasure to work with.
Request for Content
✔ Request content from anyone in your organization
✔ Be notified when content is requested or provided
✔ Set deadlines for your requests, to keep up with project deadlines
✔ Upload content directly and securely to Content Gate
✔ Validate and approve submitted content
Request for Content
✔ Request content from anyone in your organization
✔ Be notified when content is requested or provided
✔ Set deadlines for your requests, to keep up with project deadlines
✔ Upload content directly and securely to Content Gate
✔ Validate and approve submitted content
Why would I need a solution such as AXtension® Content Gate?
In a typical organization, business critical content is stored in multiple locations including fileshares, email boxes, decentralized SharePoint environments or even separate DMS systems. This leads to information gaps since there is no centralized solution for all relevant content related to your business processes. Moreover, even if content is stored in one centralized system it is not possible to get an integral overview of all related content.
This is exactly where AXtension® Content Gate delivers. Seamlessly connecting across the Microsoft Dynamics 365 Business Platform, both CRM and ERP, providing one single point of truth for content and assuring all relevant stakeholders to be looking at and working with the same content related to your business processes.
For which of the Microsoft Dynamics 365 business applications is AXtension® Content Gate available?
AXtension® Content Gate is available as an interconnecting content management solution for both CRM and ERP. That includes Microsoft Dynamics 365 for Customer Service, Microsoft Dynamics 365 Marketing, Microsoft Dynamics 365 Project Service Automation, Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Field Service and Microsoft Dynamics 365 Finance and Operations.
If working with any, or better yet, more than one of the aforementioned Dynamics 365 business applications, AXtension® Content Gate is the definitive content management solution for you.
What capabilities does AXtension® Content Gate offer in terms of content management?
AXtension® Content Gate:
- Provides one single point of truth for all content relevant to the end-user from his or her point of view by working with fully configurable views and filtering options.
- Drill down to other related documents for other entities, or switch from content to the related system of record.
- Work with and look at the latest versions of documents and prevent costly mistakes for using outdated documents.
- Add content by simply dragging ‘n dropping it to AXtension® Content Gate, or even automatically store content by utilizing the API to store content with the built-in integration with the Microsoft Power Platform.
- Maintain required and expected content per business entity to assure that relevant and necessary documents are stored.
- Design entity models and role-based views aligned with Dynamics 365 for a single source of truth.
Where are my documents stored?
AXtension® Content Gate allows you to make cost-effective decisions to store documents to either Azure Blob storage or SharePoint Online.
You can determine on highly detailed level which exact documents need to be stored in either of these storage providers. Additionally, AXtension® Content allows for very detailed and specific security and authorization options in viewing, editing, adding or deleting any content, regardless of which storage provider.
How does AXtension® Content Gate distinguish itself from other content management solutions?
AXtension® Content Gate is seamlessly integrated into and across the Microsoft Dynamics 365 business applications.
All content is stored and made available directly in relation to your business processes. Whether you’re working from a sales, a project management or production perspective, you need access to all content that’s relevant to you and related to any existing records in both CRM and ERP.
AXtension® Content Gate is truly unique in the sense that it provides one single point of truth and it’s driven by all business processes that are incorporated into both CRM and ERP.
Get in touch
Would you like to receive more information about AXtension® Content Gate or other AXtension solutions? Please fill out the form and we will get in touch within two business days.
