Linking Business Central ERP with Microsoft SharePoint
With the Business Central Connector for SharePoint
The Business Central Connector for SharePoint is an add-on for the ERP system Microsoft Dynamics 365 Business Central.
With the Dynamics 365 Connector for SharePoint, 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.
Microsoft SharePoint is a powerful platform for collaboration within companies. It offers users the opportunity to store, structure and collaborate on files, both internally and with external partners. To a certain extent, SharePoint can therefore be used for document management.
Thanks to the integration with other Microsoft products, such as Office 365, SharePoint enables a smooth workflow and promotes effective team communication. Teams can manage projects, coordinate tasks and, of course, store documents for any business transactions such as invoices, receipts and contracts.
The use of Microsoft SharePoint as a document management system (DMS) and its direct connection to Microsoft's ERP system therefore makes sense. This would not only simplify document management, but also increase the efficiency of business processes by creating a central platform for all company documents and activities.
With the Business Central Connector for SharePoint, it is possible to seamlessly connect SharePoint with your ERP system Microsoft Dynamics 365 Business Central. You can now make full use of your SharePoint as a document management system (DMS) and benefit from the connection with your Business Central ERP.
Once SharePoint is configured accordingly, you have a powerful DMS in which you can archive documents created in the ERP. This includes careful organization of documents, effective keywording, access rights management, deadline management and the integration of all essential meta information.
The Business Central Connector for SharePoint further extends the functionality of SharePoint by supporting the automation of all processes associated with document management. In particular, this includes automatic archiving as well as the complete and automatic indexing of all outgoing documents, which significantly increases efficiency and accuracy in document management.
Solutions 100% from Microsoft
The combination of "SharePoint - Connector - Business Central ERP" brings with it a decisive advantage that you only have with this combination: You move completely within the Microsoft ecosystem.
Traditionally, ERP systems are not document management systems (DMS) and, conversely, DMS cannot replace ERP systems. Even if the actual DMS falls into the ECM system category (enterprise content management system) due to its extended functions, it cannot work without ERP. The integration of both key technologies of digitization has always led to the necessity of combining products from different manufacturers.
The use of the Business Central Connector for SharePoint now fundamentally changes this. You receive both SharePoint as a DMS and the ERP system Business Central completely from Microsoft. This allows you to benefit optimally from the high product standard that Microsoft offers. This represents a comprehensive and integrated solution that seamlessly supports and optimizes both document management and resource planning in your company.
How you benefit from the Business Central Connector for SharePoint
- No new software & no new system required
- An established solution becomes your new DMS
- Optimal filing and indexing in SharePoint
- You fulfill the criteria for good archiving
- You combine two solutions and remain 100% in the world of Microsoft
- You enjoy the usual very high product standard
- Automation of archiving, indexing, workflows, etc.
- For all outgoing documents created in the ERP
- Documents are displayed in the Business Central 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 SharePoint is currently available in German and English. If you require a different language, please contact us directly.
The Business Central Connector for SharePoint is an add-on for Microsoft Dynamics 365 Business Central.
With the Dynamics 365 Connector for SharePoint, we also offer this interface for the following Dynamics products:
You can find out more about the Dynamics 365 Connector for SharePoint here on our website: To the Dynamics 365 Connector for SharePoint
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-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 Business Central 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 in the Business Central Connector for SharePoint 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.