Record Retention Made Easy for Microsoft Dynamics: How Stricter Regulations Guide Which Files to Keep

Of all the important tasks associated with managing our business, we rarely focus on business records. Despite all the published guidelines or programs, we tend to keep every invoice, PO and sales order. Over time, the file cabinets fill and the off-site storage grows. We want to throw something away, but we're hesitant or more likely too busy to even consider what to throw away. And for those businesses that haven't initiated a records retention program, they could experience unnecessary costs, compliance issues or worse. 

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About David Guilbault

David Guilbault is Director, Customer and ISV Development for ImageTag, where he is responsible for managing customer and partner relationships, as well as insuring their success with the company's KwikTag solution. Previously, David headed Product Management at ImageTag, where he was instrumental in transforming a patented idea into a software platform that is applicable to every document, user and business. Prior to joining ImageTag, David spent eight years with Xerox. This tenure gave him an inherent knowledge of documents and their importance to an organization. With more than two decades in technical sales, systems engineering and product management, David has invaluable expertise in helping customers streamline their business processes using technology. David is a U.S. patent holder with a degree in Computer Science from the University of Southern Maine.

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