Using documents in a structured way within Microsoft 365
Many organizations rely on Microsoft 365 every day to collaborate, communicate, and work on documents. Yet in practice, documents are often disconnected from the workflows and business processes they support. Files may be stored somewhere, but they are not always accessible in the right context or they can only be found after time-consuming searches.
edoc helps you integrate document-driven processes seamlessly into your existing Microsoft 365 environment and manage documents in a structured way. This ensures that information is available exactly where employees need it in their day-to-day work: within the context of customers, projects, tasks, and related documents.
This is made possible through document-centric solutions, seamless integration with existing applications, and cross-system process workflows.
Benefits of an ECM extension for Microsoft 365
An ECM extension for Microsoft 365 provides the foundation for efficient, transparent, and traceable document processes. Documents are organized within their business context and can be seamlessly integrated into day-to-day workflows.
This enables organizations to:
Documents are clearly linked to the appropriate cases, records, and business processes, reducing search time and helping employees work more efficiently.
The right documents are available exactly when and where they are needed, for example, during approvals, reviews, or case processing.
Everyone involved works from the same set of information, eliminating duplicate storage, inconsistent data, and version conflicts.
Employees can continue working in familiar applications such as Microsoft Outlook and Microsoft Teams, minimizing training requirements and avoiding disruptions to daily operations.
Documents remain connected to related business data and are accessible across systems, including integrations with Microsoft Dynamics 365 ERP.
Document activities, statuses, and changes remain fully visible and auditable—even within complex workflows.
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Work in familiar Microsoft applications
Employees no longer need to search for documents across multiple systems or manually compile information from different sources. Documents are available directly within the applications they use every day.
This includes:
- Email environments such as Microsoft Outlook
- Collaborative workspaces such as Microsoft Teams
- Existing Microsoft 365 structures and environments
As a result, documents remain an integral part of the workflow and can be processed without switching between systems. Information is available exactly where decisions are made and work gets done, helping employees stay productive and focused.
Structured Document Workflows in Microsoft 365
edoc helps organizations establish structured document workflows within their Microsoft 365 environment, ensuring that information is reliably available in day-to-day operations—regardless of whether it originates from email communication, collaborative workspaces, or document repositories.
The goal is to create a consistent approach to document management, where documents are clearly organized, made available in a structured way, and accessible within the appropriate business context.
Building on this foundation, these document structures can also be integrated into specific business processes to support efficient, end-to-end workflows.
edoc is your digitization and process consultant. We work with you to initiate a Microsoft strategy or to get more out of your existing processes.
Extend document processes in Microsoft Dynamics 365 ERP
If you use Microsoft Dynamics 365, you can extend document-driven processes directly into your ERP environment. Documents are then available not only within Microsoft 365 but also within the business processes where they are needed most.
This is especially valuable when documents are closely tied to specific transactions and workflows, such as the following:
- Invoice and procurement processes
- Customer and supplier transactions
- Project-related workflows
Instead of being managed in separate repositories, documents are immediately accessible within the context of the relevant transaction. This simplifies access, reduces time spent searching for information, and ensures that everyone works from a consistent information base.
At the same time, document capabilities can be enhanced through features such as structured storage, context-based access to information, and integration with existing ECM or document management systems (DMS).
The result is a seamless connection between document management and business processes—without creating additional system silos.
Our approach: From use case to integration
At edoc, every project starts with your specific use case. The focus is on understanding which documents are required within your processes and how they can be seamlessly integrated into your existing Microsoft environment.
Together, we identify the information employees truly need in their day-to-day work, determine how it should be structured and made available, and define where in the process it needs to be accessible. In doing so, we consider the interaction between Microsoft 365, your ERP system, and your existing document structures.
The goal is not to introduce another standalone solution, but to deliver an integration that fits naturally into your existing systems and enhances the way you work.
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