You use Dynamics 365 Business Central / Dynamics NAV and would like to supplement your ERP system with a document management solution that allows you to manage files such as documents and emails electronically? Regardless of whether you rely on Microsoft SharePoint or M-Files for document management - we offer you the solution for both systems to seamlessly integrate your DMS into your ERP system.
The DMS Connector has been and is constantly being further developed and adapted to the demands of the most modern requirements.
With the DMS Connector for Dynamics 365 Business Central On-Premises, documents such as invoices and delivery notes or electronic documents and e-mails can be easily linked to Business Central master data and transactions and transferred to M-Files. M-Files automatically tags all documents from Dynamics with keywords (metadata).
Connect your Business Central solution with the ECM system M-Files and benefit from seamless integration and the strengths of both systems.
With the DMS Connector for Microsoft Dynamics 365 Business Central Online (SaaS - Software as a Service), you can replicate your master and process data from any Business Central table into M-Files objects. And it's all cloud-based. Now you can use your customers, suppliers or projects from Business Central to tag your documents such as quotes, orders, invoices in M-Files with metadata.
The DMS Connector is easy to set up and configure without the need for a major implementation project or significant investment in time and IT resources.
Regardless of whether for SharePoint Online or Server (On-Premises), with the DMS Connector, Business Central documents such as invoices, delivery notes or external documents and e-mails can be easily linked with master data and processes from Business Central and transferred to the DMS SharePoint. Scanned documents from daily incoming mail can also be easily viewed in Business Central and assigned to the corresponding processes. Users never have to leave their familiar environment.
Connecting M-Files with Dynamics 365 Business Central On-Premises / Dynamics NAV
Connecting M-Files with Dynamics 365 Business Central Online (SaaS)