An Integrated Document Automation System
Tue, Feb 25
|CDI Webinar
Join CDI's webinar and learn how to automate your document control, creation of CRM contacts and a real-time PowerBi dashboard. See how data collected from your documents automate CRM workflows and provide you enterprise data visuals.
Time & Location
Feb 25, 2025, 1:00 PM – 2:00 PM CST
CDI Webinar
About the event
Join CDI's webinar and learn how to automate your document control, creation of CRM contacts and a real-time PowerBi dashboard. See how data collected from your documents automate CRM workflows and provide you enterprise data visuals.
In this webinar you will learn:
· How does Laserfiche connect with Microsoft Dynamics 365 or Salesforce
· How to process documents and extract data
· How this data is used and automates decisions through PowerBi