Linking Business Central ERP with the Shareflex DMS
With the Business Central Connector for Shareflex
The Business Central Connector for Shareflex is an add-on for the ERP system Microsoft Dynamics 365 Business Central.
With the Dynamics 365 Connector for Shareflex, 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.
SharePoint from Microsoft enjoys great popularity as a cloud-based platform for digital teamwork in companies. Teams use SharePoint to edit, comment on, adapt and further develop files and documents together. It is used to manage projects and coordinate tasks. All company documents such as invoices, receipts and contracts can also be stored there.
The idea of expanding Microsoft SharePoint into a fully-fledged document management system (DMS) is therefore an obvious one.
This is where our partner Portal Systems significantly extends the functionality of SharePoint with "Shareflex" and thus provides a suitable solution. Shareflex is an add-on for SharePoint that transforms the Microsoft platform into a comprehensive solution for business applications, including a fully-fledged document management system (DMS).
A key element of this Enterprise Content Management (ECM) solution is the ability to archive incoming and outgoing documents in SharePoint in a legally compliant manner. This includes a structured organization of documents, indexing, authorization management, deadline management and the integration of all relevant meta information.
With the upgrade of Microsoft SharePoint by Shareflex to a complete DMS, the Business Central Connector for Shareflex now facilitates the automation of all document management processes. This includes, in particular, automatic archiving and comprehensive automatic indexing of all incoming and outgoing documents.
You stay within the Microsoft ecosystem
The interaction of "SharePoint / Shareflex - Connector - Business Central ERP" offers another significant benefit in addition to the advantages already mentioned: the ability to remain completely within the Microsoft ecosystem.
ERP systems are generally not document management systems and, conversely, document management systems, even with advanced functions such as ECM, cannot replace ERP systems. The integration of these essential digital tools has so far often resulted in a mixture of products from different manufacturers.
With the introduction of Shareflex and the Connector for Shareflex, however, this is changing. These solutions offer both DMS and ERP functionalities under the Microsoft umbrella, allowing users to benefit from the high quality standard that Microsoft is known for.
How you benefit from Shareflex and the Business Central Connector for Shareflex
- No new software & no new system required
- An established solution is upgraded to a DMS with Shareflex
- Optimal filing and indexing in the new SharePoint DMS
- You meet all the criteria for good archiving
![[Translate to English:] Icon rechtskomformes Archivieren](/fileadmin/_processed_/4/2/csm_Icon_Rechtssicherheit_fd8fe65623.png){kind=icon}
- All documents are archived in an audit-proof and legally compliant manner
- All legal regulations (GoBD, Β§ 147 AO, Β§ 257 HGB etc.) are complied with
- Automation of archiving, indexing, workflows, etc.
- For outgoing documents created within your ERP
![[Translate to English:] Ansicht im ERP-Client](/fileadmin/_processed_/6/4/csm_Icon_LaptopMicrosoft_3569b00fda.png){kind=icon}
- Documents are displayed in the Dynamics ERP client & linked to the DMS
- View in ERP possible for documents that were not created in ERP
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- No code: Customization is possible without programming
- Third-party software or additional interfaces are not required
FAQS
- Microsoft Dynamics 365 for Finance and Operations
- Microsoft Dynamics 365 Finance
- Microsoft Dynamics 365 Supply Chain Management
Our solutions and add-ons are continuously maintained and developed. The Business Central Connector for Shareflex is currently available in German and English. If you require a different language, please contact us directly.
The Business Central Connector for Shareflex is an add-on for Microsoft Dynamics 365 Business Central.
With the Dynamics 365 Connector for Shareflex, we also offer this interface for the following Dynamics products:
You can find out more about the Dynamics 365 Connector for Shareflex here on our website: To the Dynamics 365 Connector for Shareflex
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 everyone can also access all relevant documents from their home office: These are the advantages that a document management system offers you in general.
Added to this are the advantages of the link between DMS and ERP: filing, archiving and indexing are automated - and therefore error-free. Automation saves time, effort and money and leads to uniform keywording. Manual errors are also significantly minimized.
No. You can access all documents directly via your ERP client. Without opening your SharePoint / Shareflex DMS, you can browse through the archive in the ERP. Documents are always linked to the DMS.
Yes, all documents can be displayed directly in the Dynamics ERP client. Even external documents such as incoming invoices - or operating instructions, quality certificates or design drawings.
No. You are welcome to inform your current Microsoft Dynamics partner that you have found a good solution with Shareflex and the corresponding DMS connector and they can get in touch with us.
The Business Central Connector for Shareflex is based on the Business Central Connector for SharePoint. In addition to the SharePoint connection, you can use it to integrate the views and processes developed by Shareflex into your SharePoint.
Shareflex is therefore an add-on for SharePoint and transforms it into a platform for integrated business applications (ECM), including a fully-fledged, audit-proof DMS with preconfigured filing structures.
If, on the other hand, you only use the Business Central Connector for SharePoint without extensions, you still have to configure filing structures and workflows yourself, for example. With Shareflex, you get everything out of the box.