You are using Dynamics 365 Business Central / Dynamics NAV and would like to add a document management solution to your ERP system with which you can electronically manage files such as documents and e-mails? No matter 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.
To connect the document management solution Microsoft SharePoint to the ERP system Microsoft Dynamics 365 Business Central on-premises / NAV, we use the DMS Connector. 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. Even scanned documents from daily incoming mail can be easily viewed in Business Central / NAV and assigned to the corresponding processes. Users never have to leave their familiar environment.
In addition to the connection to ERP systems, we always meet the challenge of connecting a DMS to CRM systems. In order to keep the integration as flexible and simple as possible, we have developed a CRM DMS Connector to connect Dynamics 365 with Microsoft SharePoint.
Do you have questions about one of our document management solutions? Then contact your contact person directly or fill out the contact form below and we will be happy to help you.