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Document Management
Inside Dynamics 365 Finance

KwikTag document management solutions for Dynamics 365 Finance give users unparalleled ability to attach, or “tag”, and view documents directly from within Dynamics 365. Documents are stored and managed within KwikTag for Dynamics 365 Finance. KwikTag for Dynamics 365 Finance can be managed on-premises or hosted in the cloud.

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KwikTag for Microsoft Dynamics 365 Finance

Dynamics 365 Integration

KwikTag is integrated with more than 60 Finance pages, giving users the ability to attach, or “tag,” and view documents.

Document Management

The KwikTag document management system relates all documents in your process for complete, end-to-end visibility.

Deployment Options

The KwikTag for Dynamics 365 Finance platform can be managed on-premises or hosted in the cloud.

Why People Choose KwikTag

With KwikTag, we are now able to store our A/P and A/R documentation directly from our Dynamics system. We are saving a tremendous amount of time, money and resources.

KwikTag provides easy access to documentation for our controller, accounting supervisor and project accountant.

Save Time and Money with Document Management

Give your employees back the 50% of their time they spend searching for lost documents

Recover the $125 per document you spend locating and retrieving lost documents

Gain control of your business processes with digital documentation at your fingertips

Key Features of KwikTag for Dynamics 365 Finance


“Tag” paper or digital documents into the system; KwikTag automatically associates them with the correct Dynamics 365 transaction, and stores the document and transaction field level data in KwikTag for user access.

Powerful Search

Powerful ability to search, retrieve, and share documents in or out of Dynamics 365, based on search criteria, to simplify the hunt for document content or transaction field data, without having to know where it lives in D365.


A unique KwikTag feature that automatically relates documents as they are attached to Dynamics 365 transactions and move through their lifecycle, eliminating the need to manually “link” documents.

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