You use Microsoft Dynamics 365 Business Central / Dynamics NAV and would like to complement your ERP system with a document management solution that allows you to manage files such as documents and emails electronically? With the DMS Connector, we offer you the solution to seamlessly integrate Microsoft SharePoint into your ERP system.
How does the connection between Business Central and SharePoint work?
To connect the document management solution Microsoft SharePoint to the ERP system Microsoft Dynamics 365 Business Central / Dynamics NAV, we rely on the TSO-DATA DMS Connector in projects. Get to know the tool and its useful functions in this short video.
Whether online or on-premises, with the DMS Connector, Business Central / NAV documents such as invoices, delivery notes or external documents and e-mails can be easily linked with master data and processes from Business Central / Dynamics NAV and transferred to the DMS SharePoint.
Scanned documents from daily incoming mail can also be easily viewed in Business Central / NAV and assigned to the corresponding processes. Users never have to leave their familiar environment.
The TSO-DATA DMS Connector picks you up in the familiar Business Central environment. Whether you work with Business Central in purchasing, sales or accounting, we set up the SharePoint integration so that you have access to all the documents and e-mails that are important to you at a glance.
Increasing data and process quality
The DMS Connector not only allows you to view files, but also facilitates the filing of incoming files. Simply drag and drop your file onto the SharePoint logo (the drop form).
Reduction of process costs
In addition to the simple and fast filing of incoming files, the DMS Connector can also automatically archive reports generated in Business Central: Save and archive your Business Central reports such as order confirmations, sales invoices or purchase orders simply by clicking a button (Release, Print or Post) and adding metadata directly in SharePoint.
In addition to the connection to ERP systems, we repeatedly encounter the challenge of connecting a DMS to CRM systems. To keep the integration as flexible and simple as possible, we have developed a CRM DMS connector to connect Dynamics 365 with Microsoft SharePoint.
Do you have questions about one of our document management solutions? Then contact your contact person directly or fill out the contact form below and we will be happy to help you.