DMS Connector for Dynamics 365 Business Central / NAV

Connect Business Central to ECM system M-Files

Connect your Microsoft Dynamics 365 Business Central / Dynamics NAV solution to ECM system M-Files and benefit from seamless integration to leverage the strengths of both systems.

Solution

Functional areas

Advantages

The solution

Electronic Documents such as quotes, orders, invoices and emails that result from Microsoft Dynamics 365 Business Central / NAV master data and processes can be easily transferred to M-Files. M-Files automatically assigns keywords (metadata) to all documents from Business Central ‒ for optimized data quality and findability. Scanned documents from the daily incoming mail can be easily viewed in Business Central and assigned to the corresponding processes. You always work in your usual Business Central environment without having to search for documents in cabinets or folders.

M-Files DMS Connector

Functional areas of the DMS Connector

Integration in master data (articles, contacts, vendors, customers, etc.)
Integration in purchasing or sales documents (inquiries, purchase orders, orders and much more)
Manual linking of files with Business Central / NAV processes via drag and drop
Use of Business Central / NAV data as metadata in M-Files
Automatic archiving of Business Central / NAV documents
Document processing with preview viewer within Business Central / NAV

Advantages and disposability

With M-Files DMS Connector for Microsoft Dynamics 365 Business Central you benefit from the following advantages:

User-friendly operation through seamless integration in Dynamics 365 Business Central
Increase of data and process quality through automatic keywording
Reduction of process costs through automated processes
Access to documents via Microsoft Dynamics 365 Business Central and M-Files

The interface is as follows as a certified AddOn for Microsoft Dynamics NAV 2015, 2016, 2017, 2018 and Business Central on-premises. Not available for Business Central Cloud / SaaS yet. Dynamics NAV 2009 R2 (RTC) and 2013 are available on request.

Further sales partners wanted