M-Files connection to Dynamics 365 Business Central / NAV
M-Files connection to Dynamics 365 Business Central / NAV
M-Files connection to Dynamics 365 Business Central / NAV

DMS Connector for Dynamics 365 Business Central / NAV

Connect Business Central to ECM system M-Files

Are you using both the ECM system M-Files and the ERP system Microsoft Dynamics 365 Business Central / NAV and have had a lot of trouble transferring data between the two solutions? With our interface, you benefit from seamless integration to leverage the strengths of both systems. Cumbersome manual connection of both solutions is a thing of the past.

The Solution - DMS Connector for Microsoft Dynamics 365 Business Central

With the M-Files interface, documents such as invoices, quotations, delivery notes and other electronic documents such as e-mails can be easily transferred to M-Files with master data and processes from Dynamics 365 Business Central / NAV. All documents from the ERP system are automatically provided with metadata from M-Files. In this way, users can view scanned documents from daily incoming mail in Business Central / NAV and assign them to the correct processes without having to leave their usual Business Central environment.

The M-Files DMS Connector in pictures


Functional areas - DMS Connector

Functional scope

  • Integration in Business Central master data and processes (offer, order, articles, contacts, vendors, customers, etc.)
  • Adhoc replication of master data and process data to M-Files
  • Manual linking of files by drag and drop
  • Use of Business Central / NAV data as metadata in M-Files
  • Automatic archiving of Business Central / NAV documents
  • Preview viewer for all stored documents in Business Central
  • Worflow status synchronization e.g. for invoice approval
  • Metadata synchronization of previously stored M-Files documents with Business Central processes

DMS Connector Videos

Overview - DMS Connector for Microsoft Dynamics 365 Business Central

Working with sales documents via the DMS Connector in the Webclient

Storage of documents via the article card (Business Central in M-Files)

Object link on row basis of Business Central master data as M-Files objects

Your benefits and availability with the DMS Connector

With the M-Files DMS Connector for Microsoft Dynamics 365 Business Central you benefit from the following advantages:

  • User-friendly operation through seamless integration with Microsoft Dynamics 365 Business Central on-premises or NAV
  • Increase of data and process quality through automatic keywording
  • Reduction of process costs through automated processes
  • Access to documents via Business Central in M-Files

The interface is a certified add-on for Microsoft Dynamics NAV 2015, 2016, 2017, 2018 and Microsoft Dynamics 365 Business Central on-premises. Integration in Microsoft Dynamics NAV 2009 R2 (RTC) NAV 2013 is conceivable on request.

Contact form

Would you also like to connect your ERP system to M-Files? Our experts are there to advise you.

Andreas Blom

Sales Microsoft Dynamics 365 | DMS

+49 (541) 1395-84

Contact

Contact form

I agree to the collection and processing of my personal data (marked with *) in accordance with the data protection declaration.

 

back