Linking Business Central ERP with the DMS from DocuWare
With the Business Central Connector for DocuWare
The Business Central Connector for DocuWare is an add-on for the ERP system Microsoft Dynamics 365 Business Central.
With the Dynamics 365 / AX Connector for DocuWare, this interface is also available for the ERP systems Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations as well as for Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Supply Chain Management.
The Challenge
Companies need a lot of time and manual effort to store documents completely, in an audit-proof manner and in accordance with the criteria for good archiving. Regardless of whether filing cabinets in the back office still need to be filled or the paper archive in the basement.
And even if a digital archive is already in place, a huge amount of time is required to file the flood of incoming and outgoing documents correctly.
As the majority of documents are already created in the company's own ERP system, a lot of time could be saved if the ERP system could automatically transfer all documents created to a digital archive, index them correctly and store them. Could? The Business Central Connector for DocuWare can do just that!
The Solution
We have now created this link for users of the ERP system Microsoft Dynamics 365 Business Central and the document management system (DMS) from DocuWare: The Business Central Connector for DocuWare.
With the Business Central Connector for DocuWare, you can merge DocuWare's DMS solution with the Microsoft Dynamics 365 Business Central ERP system to increase your efficiency.
Slim to start, quickly implemented, loyal companion for many years
The Business Central Connector for DocuWare is very quick and easy to implement - and with a little help you can even do it yourself. This allows you to connect ERP and DMS in a few simple steps and automate your document management. The functions and possibilities offered by the Connector and DocuWare DMS are so diverse that both products can accompany the growth of your company for many years.
A complete solution from the cloud
Similar to Business Central, the cloud version of the former Microsoft Dynamics NAV, DocuWare DMS is also a completely cloud-based solution. This allows you to access data, documents and information reliably and quickly from anywhere (mobile or from your home office) without leaving the Microsoft Dynamics client and your familiar working environment.
- Invoices, delivery notes, order confirmations are stored with the order and customer
- Product data sheets are stored in the article master and with the ordered item
- For incoming and outgoing documents
- All documents are displayed directly in the Dynamics ERP client, even if they were not created here
- Can be implemented and set up quickly, easily and independently
- No third-party software or additional interfaces required
How you benefit from Business Central Connector for DocuWare
Find what you need directly from the information cockpit of Business Central.
Documents are stored centrally in one place and all criteria for good archiving are met
Once set up, documents are archived automatically in the background and are always immediately up-to-date.
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through audit-proof and legally compliant archiving of your documents.
The Business Central Connector for DocuWare is very quick and easy to implement
![[Translate to English:] Icon keine Fehler](/fileadmin/_processed_/e/2/csm_Icon_KeineFehler_a8d599af0a.png){kind=icon}
thanks to the complete automation of filing, archiving and indexing.
FAQS
- Microsoft Dynamics AX
- Microsoft Dynamics 365 for Finance and Operations
- Microsoft Dynamics 365 Finance
- Microsoft Dynamics 365 Supply Chain Management
- Offer
- Order confirmation
- Order invoice
- Order credit note
- Delivery note
- Order
- Free text invoice and credit note
Our solutions and add-ons are continuously maintained and developed. The Business Central Connector for DocuWare is currently available in German and English. If you require a different language, please contact us directly.
The Business Central Connector for DocuWare is an add-on for Microsoft Dynamics 365 Business Central.
With the Dynamics 365 / AX Connector for DocuWare, we also offer this interface for the following Dynamics products:
You can find out more about the Dynamics 365 / AX Connector for DocuWare here on our website: To the Dynamics 365 / AX Connector for DocuWare
No long searches, all data is stored centrally in one place, the archive is audit-proof, legally compliant and space-saving, every employee knows where the documents are and can also access them from the home office: These are the advantages that a DMS solution like DocuWare offers you.
In addition, there are the advantages of linking: filing, archiving and indexing (keywording) are automated - and therefore error-free. Automation leads to significant savings in time, effort and money and results in uniform indexing.
No. You have direct access to all documents via your Business Central client. Without opening your DocuWare DMS, you can browse through the file cabinet in the ERP.
Yes, all documents can be displayed directly in the ERP client. This also includes external documents such as operating instructions for products, quality certificates or design drawings.
The following document types are already included in the standard Business Central Connector for DocuWare:
Further document types may be added at any time.
No. You are welcome to inform your current Microsoft Dynamics partner that you have found a good solution and that they can get in touch with us.