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
- Increase your service quality with a comprehensive view of all customer information.
- Avoid media breaks and digitize your processes in a platform-independent way.
- Promote collaboration through uniform tools and familiar interfaces.
- Ensure compliance by securely storing information from all systems.
Holistic digitized processes throughout the entire company
Fast sales processes
Connect CRM systems like Salesforce or Microsoft Dynamics 365 with d.velop documents and enhance the quality of your customer service. Search and find information in the respective customer context at the push of a button.
Optimized procurement processes
Digitize the entire procurement process in your company based on a direct integration with your ERP system such as SAP, SAGE, APplus, or Oracle. Simply digital.
Efficient human resources processes
By integrating your HR software, you can consistently digitize human resources processes – from digital personnel files to applicant management and digital signatures.
Legally compliant filing processes
Emails are a crucial channel for business information in many companies. Process and archive them independently of the mail client in a central location.
Microsoft 365
Efficient document management based on Microsoft 365
Are you using Microsoft 365’s SharePoint as a content service? Expand its functionality with d.velop’s integration for Microsoft 365. Through direct integration into your usual interfaces, you can make Microsoft 365 your central point for all business information and digital business processes – giving you full control and access to all the customer information you need.
SAP
Optimize your SAP ERP with d.velop’s integrated document management tool
Do you use SAP? With d.velop’s direct integration for SAP, you can easily access your document management system via your usual interface – boosting your productivity. Documents, emails, technical drawings, etc. can be easily and conveniently created, securely archived, researched and edited directly from SAP. Our SAP integrations are a fixture in our company strategy – d.velop is a long-standing SAP partner and has its own SAP center.
Salesforce
Manage your documents easily and cost-efficiently in Salesforce
Transform Salesforce into your company’s ultimate information hub. Thanks to d.velop documents’ direct integration for Salesforce, you’ll save both the time you’d otherwise spend managing two applications and storage costs in Salesforce. Optimize your processes by being able to access your documents faster and more easily from within your familiar Salesforce interface. This ensures you always have the latest versions of every document you need on hand. Available via the Salesforce AppExchange.
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.
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