Transcript
Customer Credit Limit Change Approval
Customer Balance Notification
Customer Salesperson Change Approval
New Customer Notification
Customer Payment Receipt Notification
Credit Memo Approval
Customer Credit Limit Exceeded Notification
License Expiration Notification
Certification Expiration
Employee Pay Rate Change Notification
HR Benefit Enrollment Change Notification
Leave Request Approval
Employee Bonus Approval
401(k) Contribution Limit Notification
On-Boarding New Employees
Checkbook Balance Notification
Credit Card Change Notification
GL Account Category Change Notification
New GL Account Notification
Checkbook Change Approval
New Sales Tax Schedule Notification
New Fiscal Year Notification
New User Notification
User Security Change Notification
Automatic Vendor Tax ID Request
Modifying and creating workflows is made
simple so the user can easily keep up with
business needs, as well as regulatory and
compliance changes.
Quickly Build Your Own
Workflow, also within Third Party Products
Tailor U-LINC to Match Your Specific Business Processes
Only Limited by Your Imagination
AP Transaction Approval
Vendor Credit Limit Approval
Vendor Large Credit Memo Notification
Vendor Tax ID Change Notification
New Vendor Approval
Purchase Order Approval
Return Transaction Approval
What is U-LINC?
U-LINC adds comprehensive, flexible workflow and notification capabilities to
Microsoft Dynamics. It easily automates your business processes and creates real
-time notifications within your entire Microsoft Dynamics system by leveraging
technologies and systems you already own.
U-LINC requires minimal configuration, yet gives you maximum flexibility to
automate your business processes effectively, creating the workflows you
want, where you want them.
Improve productivity by making your teams and organization more efficient and effective. U-LINC makes it easy with work-
flows and notifications that simplify and speed up operations, saving you time and money.
U-LINC Benefits
Maximizes ROI on your existing Dynamics system. Improves productivity without the cost and hassle
of re-engineering your business processes.
U-LINC is so flexible it will match your existing business
processes instead of you having to modify your business
processes to fit within existing software constraints. You
determine what business processes you want automated
within your organization and workflows can be mapped out
to your exact specifications. Business can continue as usual—
but faster and more effectively.
U-LINC can be installed and configured within your existing
systems in 20 minutes or less! Setting up workflows and
notifications can be as easy as downloading an existing
workflow or notification template and using as-is or slightly
modifying it. Or, you can set up your own workflows and
notifications that can be as simple as a single notification or
as complex as multi-level approvals with links to document
libraries.
Whether simply sending out an e-mail notification when a new inventory item is
created or automating a complex multi-step approval process for employee
onboarding, U-LINC puts you in control of your business needs.
The flexibility and power of U-LINC is limited only by your imagination!
You’re happy with your Microsoft Dynamics system, but you
wish it could do more. U-LINC vastly improves your experi-
ence with Microsoft Dynamics software by allowing you to
easily add unlimited workflow and notification capabilities
anywhere, anytime, leveraging your existing system with-
out changing it.
Gives you insight where you need it, when you
need it.
U-LINC real-time notifications can be set to make sure you
get the information you need, when you need it. The
minute something important happens—perhaps cash flow
falls below a certain balance or a sale is closed—you will be
notified. No more combing through endless reports trying
to find an answer, the answer will be there when you need
it.
Low cost implementation.
Ensures stronger compliance.
Automating your business processes improves speed and accuracy—You can be sure your business processes are followed
correctly every time. Fewer errors. Greater confidence. U-LINC also helps you maintain compliance with government
regulations and audit requirements.
integrity-data.com/software/u-linc 888.786.6162
Some workflow solutions provide a limited number of rigid or
predefined workflows for specific processes. However, your
organization has unique needs and uses for notifications and
workflow, and requires a solution that will work anytime and
anywhere within your existing software system.
With more people working from remote locations, approvals can get bogged down or lost in email strings. Keep approvals
flowing with workflow that automatically routes all requests to the right people at work, at home, on their mobile devices—
anywhere, anytime.
Automates your business processes and creates any
notification.
With U-LINC, it is now possible to define notifications and workflows virtually anytime and anywhere.
U-LINC allows you to control where to leverage the power of workflow to match your business processes—from simple to
complex —rather than change your business process to fit within the system’s constraints.
Implementation of these workflows is easy with 50+ out-of-the-box workflow and notification templates provided. Those
templates can be used as-is or modified to fit your unique needs. Building your own processes is also possible, allowing you
to keep up with changing business needs, as well as regulatory and compliance changes.
Expedite approvals and receive notifications from anywhere.
Harness the Power: U-LINC Get more out of your Microsoft Dynamics system
today by adding U-LINC workflow and notifications
anytime, anywhere.
“When we saw the demo for U-LINC® by Integrity Data, I knew that we
had found the missing link in communications for our business .
U-LINC has given us the ability to quickly and easily implement workflow
solutions into our existing infrastructure, which has resulted in a massive
uptick in productivity. In addition to having U-LINC connect Share-
Point with virtually every piece of data within Microsoft Dynamics® GP
(including ISV products!), U-LINC has enabled us to automate business
processes on data outside of GP, giving us the flexibility to leverage
our existing custom systems.”
-Steve Gillson, IT Director, Blade-Tech
Plugs in to your existing system—easily and quickly.
U-LINC plugs into any Dynamics application and only takes 15-20
minutes to install and configure. It works seamlessly within and
across your existing software system, without changing the way the
organization does business and without changing your software.
U-LINC Features
Sample e-mail notification
U-LINC also supports third party and ISV products, which allows users
to link notifications and workflows to data and transactions across
various systems and multiple Microsoft SQL Server databases.
Be notified when your cash balance
falls below a certain $$ amount.
Create a multi-step approval process
for account payable transactions.
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