DMS for Microsoft Dynamics 365 Business Central / NAV
The module “Document Management for Microsoft Dynamics 365 Business Central” fully integrates the DMS solution “ecoDMS” into your Microsoft Dynamics 365 Business Central solution. With the Add-On you can easily add documents to Business Central documents or master data. The solution has been certified by Microsoft and bears the label Certified for Microsoft Dynamics (CfMD).
The highlights at a glance
- Attach documents via drag & drop
- The right documents at all times: Thanks to intelligent inheritance logic, attached documents retain the entire document flow.
- Comprehensive parameterization and classification options: Define how an attached document should be classified, populate fields with Microsoft Dynamics 365 Business Central values or with fixed defaults.
- Scan Inbox: Link automatically processed and pre-classified vendor documents with OCR functionality to Business Central documents with just a few mouse clicks.
- Archive Business Central documents (e.g. quotations, sales orders, etc.) as PDF files at the push of a button and send them by e-mail if required.
- User and group administration: The roles defined in ecoDMS also work in the Microsoft Dynamics 365 Business Central Add-On.
Structured storage in the Factbox
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