Intelligent Document Management for Microsoft Dynamics 365

Say goodbye to manual processes and create new freedom. Experience how information is digitally managed, organized and stored in the company – with d.velop software for Microsoft Dynamics 365.

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance & Operations
Microsoft Dynamics 365 Sales / Customer Engagement

Microsoft Dynamics 365 Ressourcen

Discover our resources around Microsoft Dynamics 365…

^{Business Central}

Single point of truth for all documents, information and receipts
Digital invoice processing for lean and transparent business processes

^{Finance & Operations}

Native integration into leading systems, such as Dynamics 365
Intelligently link information for effective planning and analysis

^{Sales / Customer Engagement}

360-degree view of all sales processes and customer information
Accelerate sales cycles

ECM for Microsoft Dynamics 365

Document management and business processes seamlessly integrated into Microsoft Dynamics 365

Together with d.velop software for secure document management, you turn Microsoft Dynamics 365 into the central hub for all information. You have direct access to all documents and records related to customers and suppliers without leaving your leading application.

40 % of paper costs can be saved through electronic documents and workflows, according to IDC.
380 + companies use d.velop software for Microsoft Dynamics 365.
30 % Operating costs can be saved by companies through automated processes, according to Gartner.

Document management for Microsoft Dynamics 365

d.velop software for your Microsoft Dynamics 365

Regardless of which industry you work in and which Microsoft Dynamics 365 application you use: The integration of d.velop products in Microsoft Dynamics 365 supports you in the digitalization of your document-based business processes. What can this look like in concrete terms?

Manage documents

Save storage costs, accelerate document and business processes and work more efficiently in ERP: These are just some of the many advantages of a fully integrated document management system in Microsoft Dynamics 365. Find out what advantages document management from d.velop has in store for you.
Process invoices

Capture invoices easily in Microsoft Dynamics and review and approve them in the leading interface? Thanks to the digital invoice processing by d.velop, this is no longer a challenge. Do you want to find out what cost savings and efficiency improvements are possible through digital invoice processing?
Automate business processes

Relieve employees from time-consuming routine tasks and accelerate the flow of information in your company – easily with workflow management. With the d.velop process studio, departments are empowered to map and automate their processes themselves based on modern no/low-code approaches.

d.velop strategy for Microsoft Dynamics 365

Integration into Microsoft Dynamics 365, thinking holistically

Direct integration into all Microsoft Dynamics 365 systems.
Through the direct integration of our ECM products into the respective Dynamics interface, CRM and ERP users can access all functions and better overview context-related processes. From filing all sales and purchase documents to input management and invoice approval.

Aligned with your IT strategy in the cloud or on-premises.
With our expertise, we align with your IT strategy based on where and how you want to operate your Dynamics 365. We support all deployment forms: Cloud, Hybrid, or On-Premises. You have the choice between d.velop documents and M365 SharePoint Online – all, of course, revision-proof.

Interaction with innovative cloud apps.
With the d.velop platform, you can combine and integrate many other functionalities and processes into D365. From contract management, digital signatures, and mail delivery to the integration of your output management solutions. This way, you are future-proof and minimize investment risk.

All from one source.
We accompany you in the project, from defining your requirements to implementation with your CRM or ERP partner and commissioning.

M365 Dynamics Webinar

Your Dynamics 365 hand in hand with d.velop’s document management

In this 25-minute webcast, Garth McCown shows IT-decision-makers and key users an approach to reducing information silos and accelerating processes in your organization based on the existing tools Dynamics 365 (BC, F&O, Sales), Teams and SharePoint Online.

What to expect

Challenges in your daily business
Our approach to cover those challenges
Live demo
Benefits

Watch now

Content on digital business processes with Microsoft Dynamics 365

Information overview: Document management with d.velop M365, Dynamics 365 F&O, Teams, Sharepoint

Webinar
d.velop connect for Microsoft Dynamics 365

Factsheet
Digitizing your sales process: Document Management Systems for Dynamics 365

Blog article
Microsoft Dynamics – many versions, many modules, one vision

Blog article
Your Dynamics 365 Hand in Hand with d.velop’s document management

Webinar
d.velop connect for Microsoft Dynamics 365 Finance and Operations

Factsheet
d.velop connect for Microsoft Dynamics CRM

Factsheet

All resources at a glance

Frequently Asked Questions about
Microsoft Dynamics 365 & d.velop

What is Microsoft Dynamics 365?

Dynamics 365 is a suite of Microsoft business applications that enables customers to intelligently manage their entire business – from sales and marketing to service and operations. Central components include the Microsoft Dynamics ERP and Microsoft Dynamics CRM business applications.

What means Dynamics ECM?

Microsoft Dynamics 365 ECM provides features for capturing, storing, processing, and delivering documents and content within an organization. The software allows businesses to organize and control various types of content, such as emails or electronic documents. With Microsoft Dynamics 365 ECM, document and information processes can be optimized to increase efficiency and meet compliance requirements.

What about the older versions Microsoft Dynamics NAV and AX?

For this, there have been and continue to be proven ECM (Enterprise Content Management) solutions for years, either on-premise or from the cloud.

We want to move to the cloud but still have on-premise systems in use. Can we still use solutions from d.velop?

d.velop solutions also support hybrid architectures. This allows you to use d.velop modules from the cloud in your on-premise system. We would be happy to work with you to develop the suitable best practice approach in a digitalization workshop.