Dax
D365 Maintenance Document Intake Agent
Maintenance documents arrive in every format from every direction. Dax reads them, matches them to the right asset or work order in D365, and captures the data - so your team never has to.
Where The Problem Lives Today
Documents arrive, Data doesn't make it in
Maintenance teams receive asset-related documents through email, PDFs, scanned forms, vendor files, inspection reports, and service requests. These documents often need to be attached to the right asset or work order in D365 Maintenance, and key details need to be entered into reportable fields.
Manual entry is slow and error-prone
The manual process is slow and error-prone. Someone has to read the document, identify the asset, determine the request type, attach the file to the correct record, extract relevant fields, and update D365.
Incomplete capture breaks reporting and troubleshooting
When the information is not captured consistently, reporting becomes incomplete and future troubleshooting suffers.
Every source makes it harder
This is especially painful when documents arrive from different vendors, plants, departments, or formats.
What Dax does
Dax monitors the maintenance document inbox, reads every incoming document, and turns unstructured maintenance documents into structured, usable asset intelligence in D365.
Monitors the Document Inbox
Reads incoming documents from email, PDFs, scanned forms, vendor files, inspection reports, and service requests as they arrive.
Identifies the Asset and Classifies the Request
Reads the document, identifies the asset, and classifies the request type before taking any action.
Extracts Key Data
Pulls the relevant fields from each document for population into predefined D365 reportable fields.
Attaches to the Correct Record in D365
Attaches the document to the correct asset or work order in D365 Maintenance and populates predefined fields for reporting.
Routes When Unsure
If Dax cannot confidently match the asset or required fields, he routes the document for human review with the extracted details and recommended match.
Turns Documents into Asset Intelligence
Dax turns unstructured maintenance documents into structured, usable asset intelligence improving maintenance history for future troubleshooting and analytics.
Works Inside Your Existing Systems
Dax works directly inside D365 Maintenance reading from the document inbox and writing back to asset records, work orders, and reportable fields your team already uses.
Your Team Stays In Control
Maintenance and IT teams can define the following:
"Business users can test extraction instructions and adjust handling rules for specific vendors or document formats. Every transaction includes source document, extracted fields, D365 record match, confidence score, and audit history."
Measured Impact
Better reportability from previously unstructured documents
Fewer misplaced files and incomplete asset records
Improved maintenance history for future troubleshooting and analytics
What's Next
Once Dax proves himself on maintenance document intake, the same governed approach extends across other manufacturing workflows. Vendor document management, inspection record processing, compliance documentation, equipment certification tracking, warranty claim intake - and countless other processes that still depend on people to handle work that is largely repetitive and rule-based, rather than focusing on higher-value decisions.
Every document that doesn't make it into D365 is a gap in your maintenance history.
See how Dax reads every incoming document, matches it to the right asset or work order, and captures the data - so your records stay complete without manual effort.