DMS interfaces and integration
Simplify cross-departmental access to information
Business information is scattered across various source systems in the company – CRM, ERP, accounting, HR, email client, specialized procedures. A critical success factor is to provide your users with quick and easy access to this knowledge across departments. By immediately using standardized interfaces from d.velop, you avoid information silos, thereby increasing information quality and promoting collaboration. Everyone can work in their familiar interfaces.
The advantages at a glance
Avoid media disruptions
Avoid media disruptions by digitising your processes independently of the platform and ensuring seamless integration of your ERP and CRM systems so that data can flow between the systems in real time and without manual intervention.
Promote collaboration
Encourage collaboration by using ECM software in your familiar interfaces that enables seamless communication and collaboration so your teams can work more efficiently and share information faster.
Ensure compliance
Ensure compliance by keeping information from all systems secure, using modern security standards and encryption technologies to ensure the protection of sensitive data and enable access by authorised persons.
The most popular DMS interfaces and integrations
Microsoft 365
Efficient document management based on Microsoft 365
Integrations from d.velop, you can easily access your document management system from the familiar user interface and thus work even more productively with it. Microsoft 365 with SharePoint already provides the basis for your DMS. Expand this further with the integration of d.velop for Microsoft 365. Direct integration into your familiar interfaces makes Microsoft 365 the centrepiece for business information and digital business processes – for a 360° view of relevant information about your customers.
SAP
Optimize your SAP ERP with d.velop’s integrated document management tool
Integrations from d.velop, you can easily access your document management system from the familiar user interface and thus work even more productively with it. For example, documents, e-mails, technical drawings, etc. can be easily and conveniently created and securely archived, researched and edited – directly from your SAP. Our SAP integrations are strategically anchored in our organisation, d.velop is a long-standing SAP partner and has its own SAP Centre.
Salesforce
Manage your documents easily and cost-efficiently in Salesforce
Turn Salesforce into the ultimate hub for information in your company. Thanks to the direct integration of d.velop documents in Salesforce, you not only save work in two applications, but also storage costs in Salesforce. Optimise your processes by accessing your documents more quickly and easily within your familiar Salesforce interface. So you always have the latest and most relevant document at your fingertips. Available in the Salesforce AppExchange.
Holistically digitalised processes throughout the company
Rapid
sales processes
Connect CRM systems such as Salesforce or Microsoft Dynamics 365 with d.velop documents and increase the quality of your customer service. Search and find information in the respective customer context at the touch of a button.
Optimised purchasing processes
Digitise the entire procurement process in your company – based on a direct connection to your ERP system such as SAP, SAGE, APplus or Oracle. Simply digital.
Lean
personnel processes
By connecting your HR software, you can digitalise HR processes end-to-end – from digital personnel files and applicant management to digital signatures.
Legally compliant
storage processes
Emails are an important input channel for business information in many companies. Process and archive these independently of the mail client in a central location.
This is how you connect the d.velop DMS
to your specialized applications
Depending on your requirements, you have various options to connect d.velop software with your applications. Numerous standardized interfaces are available to you as d.velop connect apps at the click of a button in the d.velop store. If you want to customize your interface or connect your own specialized applications, you can do so independently using our REST API or with our assistance.
Our rapid growth led to a fragmented software landscape in our company. In consolidating these structures, it was important that we adopt a leading system. d.velop can be thoroughly integrated into Salesforce. This makes it part of our company’s central nervous system.
Alexander Haunschild
Head of Sales
geiger BDT GmbH
Get integrated. Add DMS interfaces now.
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d.velop connect for Microsoft Dynamics 365
Connect your Microsoft Dynamics 365 seamlessly with your d.velop document management system. Fully integrated, you can easily and securely store all documents and receipts directly from your ERP software in your document management system.
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d.velop connect for Salesforce CRM
With d.velop connect for Salesforce CRM, you can connect your Salesforce environment to d.velop documents, d.3ecm (our on-premise document management system) or Microsoft SharePoint to benefit from all the features of your d.velop document management system in Salesforce.
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d.velop connect for Microsoft Dynamics 365 Business Central
Seamlessly connect your Microsoft Dynamics 365 Business Central application to your d.velop document management system (DMS), whether it is d.velop documents, a hybrid operated d.velop documents (On Premises) or d.velop documents for Microsoft 365.
Frequently Asked Questions and Answers
on the topic of DMS interfaces
Interfaces are access points that allow other systems to communicate with the DMS, enabling the exchange of data. This avoids media breaks, and users can work in their familiar interfaces.
The d.velop DMS can be integrated with many systems. Some of the most common interfaces and integrations include Datev, Salesforce, Microsoft 365 solutions, Sage, Asecco, and SAP. We can also connect various specialized procedures, HR and ERP systems, and we have a REST API that enables many possibilities. More information is summarized on our interfaces page.
DMS integration allows working with document-related processes from another application. For example, our “d.velop connect for Salesforce” enables users to work in their familiar Salesforce environment. However, users can access the d.velop documents interface from Salesforce and perform document-related activities without switching systems. DMS integration is typically the embedding of the software into another to facilitate seamless work, while ensuring all documents are securely stored in the DMS.
The use of document management interfaces supports seamless work, as data is transferred seamlessly from one system to another. This increases the efficiency of activities by reducing manual effort. Moreover, employees from different departments can access and collaborate on current data in this way.
An interface is like a phone call – it enables communication and data exchange between systems, but the two “talking systems” are separate. Integration is the “incorporation” or “embedding” into the interface of a system, allowing one to use certain things and functions of System B from System A without switching software. Integrations often involve interfaces to facilitate two-way data exchange.
Software Demo
Experience DMS interfaces live in a personal software demo
Request your individual live demo of d.velop software with just a few clicks. Experience the software live and ask your questions directly. Simply fill out the form, and we will get in touch with you.