DMS Connector for Business Central / NAV

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.

How does the DMS Connector work?

M-Files DMS Connector for Microsoft Dynamics 365 Business Central Online

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.

Here's what successful companies that rely on the DMS Connector have to say

„The fact that, after updating our ERP system, we seized the opportunity to drive forward the digitization of the company with the support of TSO-DATA was exactly the right decision.
Fluid processes, better collaboration and greater efficiency are already showing us that we are using the right tools with the right partner."

„With the introduction of M-Files, we were able to further advance the digitalization of our company.
The direct connection to our ERP system with the DMS Connector from TSO-DATA was extremely easy to implement.
M-Files simplifies our processes, we save time and benefit from significantly increased efficiency in our daily business.“

„TSO-DATA is the best implementation partner we have ever had.
We really like the M-Files solution, even though we have not yet exhausted all the potential of the solution.“

„The uncomplicated connection of M-Files to our ERP system using the DMS Connector naturally makes our work easier, especially in the areas of accounting, but also in order management.
In addition, we are on the safe side with the automatic archiving of commercial documents that must be retained.“

„The large number of documents requires us to have a clean organization and management.
We were able to map this efficiently with the solutions offered by TSO-DATA around M-Files perfectly."

„Thanks to TSO-DATA, we found a solution in M-Files that is not only intuitive, flexible and user-friendly, but also connects directly to Dynamics NAV via the DMS Connector. The implementation of our requirements went so quickly and smoothly that we are already planning follow-up projects with M-Files in other areas.“

„In search of a new enterprise solution, we came across TSO-DATA with KatarGo and M-Files as the document management system (DMS). Thanks to the seamless integration with M-Files, the DMS system could be directly connected.
With this, we have obtained a solution that will support us in the future with automated workflows, easy upgradability, and a flexible permission concept."

„With the DMS Connector from TSO-DATA, we have experienced a significant increase in efficiency in the connection of our ERP system with M-Files. Its integration allows documents to be easily stored directly in M-Files via Business Central, which speeds up the process and saves us important time."

Case Study - All information at one click

Your advantages with the DMS Connector

User-friendly handling

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.

DMS Connector - infos

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.

DMS Connector - infos

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.

DMS Connector - infos

DMS Connector for Business Central Online

You already use the ERP solution from the Microsoft Cloud - Dynamics 365 Business Central Online? For this variant, too, the DMS Connector is the ideal interface to the document management system M-Files. Get to know the connection of M-Files to the ERP system and some functions already in these videos.

M-Files an Microsoft Business Central Online anbinden - ganz einfach mit dem M-Files DMS Connector

Einrichtung eines Dokumententypen in Dynamics 365 Business Central anhand des M-Files DMS Connectors

You can also find the DMS Connector for Business Central Online in Microsoft AppSource:

Here directly to AppSource and the free trial version

Are you interested?

Accessing documents from Business Central in M-Files

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.