Invoice Management for M365 Finance and Operations
Connect your Dynamics 365 to your d.velop documents repository either in the cloud or as a hybrid cloud/on-premises solution.
White paper: d.velop connect for Microsoft Dynamics 365 Finance and Operations
Discover how to connect your Dynamics 365 to your d.velop documents repository either in the cloud or as a hybrid cloud/on-premises solution. Provide centralized information even to staff without ERP access and enhance Dynamics 365 with the ability to digitally customize your business processes.
Connect your Dynamics 365 to your d.velop documents repository either in the cloud or as a hybrid cloud/on-premises solution. d.velop connect for Dy-namics 365 provides the point of entry for doing so in your d.velop cloud environment. By fully integrating the systems in this way, you can easily take all your documents and receipts from your ERP software and store them securely in your ECM system, which serves as your company-wide information center. With d.velop connect for D365, you are adding an in-tegrated, structured information management tool to your ERP system.
BENEFITS
Ready for D365 (Finance and Operations, Business Central, Customer Engagement);
Fully automated, audit-compliant archiving in the background;
Search for documents directly from D365;
Document-based or integrated context display, no media gaps;
Integrated information management thanks to the integration of our e-dossiers.
Provide centralized information even to staff without ERP access and enhance Dynamics 365 with the ability to digitally customize your business processes. Meanwhile, documents and information are stored in an audit-compliant manner as part of the process.
FEATURES
-
Ensure auditing compliance with fully automated document storage and archiving
As soon as a document is printed in Dynamics 365 with the configured integration interface, this triggers the fullyautomatic storage and archiving of the document. The document is indexed and transferred straight to the ar-chive system, without the need for any further steps. That guarantees that every single desired document is archived – in a reliable and audit-compliant manner. Of course, you also have the option to store documents or files manually using the document management tool.
-
Fully integrated
d.velop connect for D365 creates a seamless connection between your ERP system and the d.ve-lop digital archive systems – with a bidirectionalexchange of information. By integrating the ECM sys-tem, all the outbound documents printed in D365 are automatically stored in the central information man-agement solution. That also ensures they are available outside the ERP system. Conversely, information from other systems such as Microsoft Outlook that is added to a supplier dossier in the ECM system, for example, is also made directly available in the ERP system.
-
Central information management
d.velop connect for D365 does much more than simply archive incoming and outgoing documents. In combina-tion with the d.velop ECM systems, it's easy and intu-itive to add all kinds of other Iinformation items such as supplier dossiers, correspondence,drawings, reports or data processing documents. This information is also available within the ERP system – well structured, quickly accessible and within the context of your task.
-
Expand the functionality of your ERP system
d.velop connect for D365 enhances your ERP system with the ability to perform custom processes on objects, including approving invoices or informing colleagues by e-mail when an important event occurs. When your ERP system reaches the limits of its capabilities, integration with your ECM system allows you to take the decisive next step. Take advantage of these and a wealth of otherfunctions to ensure the success of your business.
Check other solutions for Microsoft 365
Let’s discuss how d.velop solutions can benefit your business.
One of our experts is happy to share what your business can archive with the right solutions. During this 60-minutes session, we’ll investigate your current situation, goals, possible gaps, and share our knowledge and insights.