With the M-Files interface, documents such as invoices, offers, delivery notes, and other electronic documents such as e-mails can be easily transferred to M-Files from Dynamics 365 Business Central / NAV along with master data and transactions.
When master data and transactions are transferred, all documents from the ERP system are automatically provided with metadata from M-Files. This allows users to view scanned documents from daily incoming mail in Business Central / NAV and assign them to the correct transactions without leaving their familiar Business Central environment.
"Since the introduction of M-Files, we no longer look for documents, we find them! In TSO-DATA, we have found a competent and reliable partner who accompanies us with a great deal of know-how throughout the entire implementation process and beyond."
Thomas Wierlemann, CEO GTW Vertriebs GmbH
The DMS Connector from TSO-DATA picks you up in your familiar Business Central environment. Whether you work with Business Central in purchasing, sales, or accounting, we will set up M-Files integration so that you can access all the documents and e-mail that are important to you at a glance.
Increase of data and process quality
The DMS Connector does not only allow the viewing of files, but also facilitates the storage of incoming files. Simply "drag & drop" your file onto the M-Files logo, select the appropriate document class, and the DMS Connector stores the file with the associated metadata, such as the "number" and "contact" of the corresponding transaction.
Reduction of process costs
In addition to easy and fast storage of incoming files, the DMS Connector can also automatically archive reports generated in Business Central, such as posted sales invoices, with metadata in M-Files. This eliminates the need for complicated filing and time-consuming searches, and you always have all relevant information in both Business Central and M-Files at your fingertips.
"Our existing business solution was not designed for our specific needs and was slowly reaching its limits. In search of a new, promising solution, we came across TSO-DATA with KatarGo and M-Files as DMS. Thanks to the seamless integration with M-Files, the DMS system could be connected directly. This gave us a solution that will support us in the future with automated workflows, easy updateability and a flexible authorization concept. For example, incoming mails or invoices are directly assigned, filed or, if required, stored in an audit-proof manner. We are very satisfied and still have some ideas for further optimization."
Peter Beißmann, Commercial Managing Director fetra Transportgeräte
The DMS Connector for Dynamics 365 Business Central is just the right thing to optimize your workflow? Then contact us now and request a free trial version.
You need further information? Please feel free to download information material and our brochures here.