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An Integrated Document Automation System

Tue, Feb 25

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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

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