Integration in Microsoft Dynamics 365 Business Central

Document Management with Microsoft Dynamics 365 Business Central (NAV)

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Secure the benefits of seamless integration of d.velop software into Microsoft Dynamics 365 Business Central:

  • 360° overview of all information
  • Legally compliant archiving
  • Seamless integration
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Informationsmanagement mit MS Dynamics 365 Business Central

ECM seamlessly integrated into your Microsoft Dynamics 365 Business Central

Together with d.velop software for secure enterprise content management, you can turn Microsoft Dynamics 365 Business Central into the central hub for all information. You have direct access to all documents and receipts relating to customers and suppliers without leaving your leading application.

With the help of our digital invoice processing, you can streamline and simplify your business processes in Microsoft Dynamics 365 Business Central – from scanning paper invoices or importing invoices by email, to the automated reading of header and item data, through to approval and posting in the system. And all documents are archived in an audit-proof manner.

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Advantages of digital solutions for Microsoft Dynamics 365 Business Central

  • 40 % According to IDC, paper costs can be saved by using electronic documents and workflows.
  • 280 + Companies use d.velop software for Microsoft Dynamics 365.
  • 30 % According to Gartner, companies can save operating costs through automated processes.

Seamlessly integrated ECM solutions for your Microsoft Dynamics 365 Business Central

The d.velop document management integrates seamlessly into your Microsoft Dynamics 365 solutions – whether Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 F&O or Microsoft Dynamics 365 Sales.

Integration in MS Dynamics 365 BC

Document management with Microsoft Dynamics 365 Business Central

Natively integrated document management in Microsoft Dynamics 365 Business Central enables seamless, digital management and approval of documents as well as archiving within the ERP platform.

  • Native integration in Microsoft Dynamics 365 BC
  • Digital file management
  • Audit-proof archiving
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Integration in MS Dynamics 365 BC

Invoice processing with Microsoft Dynamics 365 Business Central

Digital invoice processing in Microsoft Dynamics 365 Business Central automates the entire invoice workflow, from capture to posting, improving the efficiency and accuracy of financial processes.

  • Structured capture of invoices
  • Intelligent reading & automatic distribution
  • Digital invoice workflows & transparent tracking

Integration in MS Dynamics 365 BC

Business processes in Microsoft Dynamics 365 Business Central

Benefit from the digitalization of your business processes in Microsoft 365 Dynamics Business Central and increase efficiency and transparency by automating manual tasks.

  • Structured recording of invoices
  • Intelligent reading & automatic distribution
  • Digital invoice workflows & transparent tracking
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When evaluating the new ECM system, it was important to us to select a provider with innovative document management solutions which could cover all of our requirements and could be introduced in the cloud, in onPrem, or in the form of a hybrid scenario. Beyond this, the critical points were integration into our ERP and system landscape, comprehensive know-how with SAPERION provided by the former SAPERION consultants at d.velop, and future-oriented smart solutions in the context of Office 365 and SharePoint Online.

Alain Burkhalter
Team Leader, Informatics Projects
Marti Gruppe
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As standardized as possible. As individual as necessary.

Want to learn more about document management with Dynamics 365?

Follow the d.velop blog for a regular dose of digitalization. Here, you can find everything you need on how to successfully manage the digital revolution, from best practices and how-to’s to guidelines for decision-making.

  • The digital invoice processing and approval tools Microsoft Dynamics 365 F&O needs, which don’t

    By Sascha Kleine-Boes
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    In this article, you’ll learn about the essentials of digital invoice processing and invoice approval. You’ll also learn which of these basic needs can’t be met by Microsoft Dynamics F&O in its out-of-the-box state. This article also provides an overview of how digital invoice processing and approvals can be implemented in Microsoft Dynamics 365 F&O using workflows that are ready to work straight away.

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

    By Garth McCown
    d.velop employee is watching a webinar on the laptop by headphones

    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.

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Microsoft Dynamics 365

Discover our resources on the topic of
Microsoft Dynamics 365

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Sales/Customer Engagement

  • 360-degree view of all sales processes and customer information
  • Accelerate sales cycles
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Finance & Operations

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

The most frequently asked questions about Microsoft Dynamics 365 Business Central

Do my business processes have to be adapted to this solution first?

No, because by using a fully integrated ECM solution, the processes are optimized almost automatically from “search to find”.

What about older versions of Microsoft Dynamics NAV or AX?

Proven ECM solutions have also been available for this purpose for years and continue to do so, either on premise or from the cloud.

We use Microsoft SharePoint in our company to manage our documents. Can this also be integrated into Dynamics 365?

Yes, with the d.velop documents for Microsoft 365 solution, your SharePoint is integrated directly into the Dynamics interface. This means that your users always work in their leading system. And have direct access to the relevant information from SharePoint. In addition, our interface automatically saves all created documents in the document library provided for this purpose.

We would like to start in the cloud, but still have on-premise systems in use. Can we still use the solutions from d.velop?

d.velop solutions also map hybrid architectures. This allows you to use d.velop modules from the cloud in your on-premise system. We will be happy to work with you in a digitization workshop to develop the best practice approach that suits you.

What business processes are there in the standard?

d.velop documents for Microsoft 365 offers ready-made solutions for industries and specialist areas, such as for processing your incoming invoices, digital personnel files, supplier management, property files, construction or quality management.

Get to know d.velop software

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