M-Files Dokumentenmanagement
M-Files Dokumentenmanagement
M-Files Dokumentenmanagement

DMS-Connector for Microsoft Dynamics NAV

Connect Dynamics NAV to the ECM system M-Files

Connect your NAV solution to the ECM system M-Files and benefit from seamless integration to leverage the strengths of both systems.

The solution

Electronic Documents such as quotes, orders, invoices and emails that result from NAV master data and processes can be easily transferred to M-Files. M-Files automatically assigns keywords (metadata) to all documents from NAV ‒ for optimized data quality and findability. Scanned documents from the daily incoming mail can be easily viewed in NAV and assigned to the corresponding processes. You always work in your usual NAV environment without having to search for documents in cabinets or folders.

Functional areas of the DMS-Connector

M-Files DMS-Connector for NAV

The range of functions at a glance

  • Integration in master data (articles, contacts, vendors, customers, etc.)
  • Integration in purchasing or sales documents (inquiries, purchase orders, orders and much more)
  • Manual linking of files with NAV processes via drag and drop
  • Use of NAV data as metadata in M-Files
  • Automatic archiving of NAV documents
  • Document processing with preview viewer within NAV

Disposability

Certified AddOn for Microsoft Dynamics NAV 2015, 2016, 2017 and 2018. Dynamics NAV 2009 R2 (RTC) and 2013 are available on request.

User friendly

User-friendly operation through seamless integration in Dynamics NAV

Increase of data and process quality

Increase of data and process quality through automatic keywording

Reduction of process costs

Reduction of process costs through automated processes

Access to documents via Microsoft Dynamics NAV and M-Files

Access to documents via Microsoft Dynamics NAV and M-Files

Get in contact

For further questions or inforamtion please get in contact with our M-Files experts.

Andreas Blom

Andreas Blom

Sales M-Files

+49 (541) 1395-84

Kontakt

Kontaktformular

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