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 workflows 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 experience

with Microsoft Dynamics software by allowing you to easily add

unlimited workflow and notification capabilities anywhere,

anytime, leveraging your existing system without 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.

“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 SharePoint 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

u-linc.com

888.786.6162

©2013 Integrity Data. All rights reserved. Scan to visit our website

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.

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.

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.

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.

Be notified when your cash balance

falls below a certain $$ amount.

Get the Power - U-LINC

Get more out of your Microsoft Dynamics system today by adding U-LINC workflow and notifications anytime, anywhere.

Create a multi-step approval process

for account payable transactions.