Turn documents into trusted decisions inside Dynamics.

Helps teams review and verify OCR & AI-extracted and imported document data directly alongside the source record.

ActionViewer review workflow

Live product

Review extracted fields against the source record.Preview, review, and verify inside one Dynamics workflow.

Dynamics users repeatedly request better document preview, review, and approval workflows. ActionViewer for Dynamics 365 was built for this use case.

Designed for finance and compliance workflows

Human-reviewed AI extraction workflows

Verification and audit snapshots

Built for Dynamics document operations

Engineered for Enterprise Scale

High-performance document handling that integrates cleanly with Microsoft operations, licensing, and security workflows without turning the website into generic SaaS filler.

Instant Previews

Open PDFs, Office documents, and imported files directly inside Dynamics without downloads or context switching.

ActionViewer

Review extracted data in context

See where AI-extracted fields came from, identify low-confidence data, and verify documents directly alongside the source file.

Review & verification history

Track who reviewed documents, what changed, and when documents were verified across your workflow.

Lightweight collaboration

Request reviews, add annotations, and mention teammates directly inside the document workflow.

2026-05-08 14:22  REVIEW_STARTED   INV-48102   Elena Rossi
2026-05-08 14:24  FIELD_CONFIRMED invoice_date confidence=0.62
2026-05-08 14:26  COMMENT_ADDED   "Needs VAT check" @finance-ops
2026-05-08 14:29  DOCUMENT_VERIFIED approved_by=Elena Rossi

Ready to review documents with confidence?

Review AI-extracted document data, request feedback, and verify documents directly inside Dynamics 365.

Launch Demo