Connecting DMS to Dynamics 365 Business Central / NAV
Connecting DMS to Dynamics 365 Business Central / NAV
Connecting DMS to Dynamics 365 Business Central / NAV

DMS Connector: ERP & SharePoint united

Unite Business Central ERP and Microsoft SharePoint

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.

DMS Connector - Anbindung von Microsoft SharePoint an Microsoft Dynamics 365 Business Central / NAV

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.

Brief overview - DMS Connector for SharePoint

  • SharePoint serves as a central document repository
  • Assign, search and find documents from within the Business Central / NAV environment
  • Seamless integration of SharePoint with Dynamics 365 Business Central / NAV
  • Access to documents from both applications
  • Flexible deployment (on-premises or for rent in the cloud)

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.

Your advantages with the DMS Connector for SharePoint

User-friendly operation 

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.

Connecting DMS solutions to CRM - Microsoft Dynamics 365

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.


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