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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