Lasernet Keep Integration for Dynamics 365 Finance and Operations

Lasernet Connector for Dynamics 365 Finance and Operations enables users to connect to Lasernet Keep via the API, as well as search for and upload documents stored in Keep.  

Scope

This guide explains how to connect Lasernet Keep and Dynamics 365 Finance and Operations, and how to use it.

Guide Structure

This guide is divided into five chapters:

• Connect to Lasernet Keep

• Lasernet Keep Applications

• Form Links (Archive Links for Lasernet Keep)

• Metadata (Lasernet Keep) Template

• Lasernet Keep Search Form in Dynamics 365

• Lasernet Keep API Limitations

Intended Audience

This guide is written for customers and partners who use Lasernet FO Connector.

Other Resources

The following video provides a visual introduction to the Keep integration (formerly known as Autoform DM) for Lasernet FO Connector:

• Autoform DM Integration with Lasernet FO Connector