Seamlessly integrated ECM functions and incoming invoice processing in Microsoft Dynamics 365
Why get caught in the middle when you can enjoy the full range of functions offered by ECM integration into your familiar Microsoft Dynamics 365 environment?
Based on experience gained through numerous customer projects, edoc has developed various modules to link Microsoft Dynamics 365 with your ECM system. Whether you’re looking to archive relevant documents in a legally secure manner or integrate your ECM system seamlessly into Microsoft Dynamics, edoc can always provide you with the optimum solution. You can also integrate the central administration and posting of incoming invoices into your Microsoft Dynamics 365. All products have a sophisticated user interface that ensures rapid acceptance and high ease of use.
Place your trust in edoc!
Software tailored for Microsoft Dynamics 365 users
All of the modules that make up edoc digital solutions for Microsoft Dynamics 365 have been fully developed in the ERP system and are tailored specifically to the needs of Microsoft Dynamics 365 users. The consistent use of standards eliminates the need for individual interfaces. Micosoft Dynamics 365 remains the leading system. And users still get to use their familiar Microsoft Dynamics 365 user interface, which has been expanded to include numerous ECM functions.
All modules are ready-to-use standard products, meaning there are no complex and costly individual solutions.
All modules are the result of best practices and lessons learned from hundreds of customer projects.
edoc digital solutions for Microsoft Dynamics Module in detail
The modular structure of our solutions means that you can use them in a targeted way tailored to your specific requirements.
edoc archivelink for Dynamics 365
Combine the best of both worlds. The edoc archivelink for Dynamics 365 solution was developed for all users of Microsoft Dynamics who want to expand the benefits of one of the leading ERP systems with the added value of digital document archiving, regardless of the ECM system used.
The benefits for you at a glance
- ECM functions in the ERP system – independent of the ECM system used
- Archiving of all outgoing documents
- Administration and linking of incoming documents
- Uploading files for storing and archiving external documents via Microsoft Dynamics 365
- Displaying documents stored in the ECM system in the Microsoft Dynamics 365 process
- Process-oriented creation of operations in the ECM system even without documents
- Connection of virtually all common ECM solutions using the edoc content services architecture
- Quick and simple implementation by means of fully integrated administration in Microsoft Dynamics 365
A major benefit of edoc digital solutions for Microsoft Dynamics is the flexibility to expand the solution. Do you want to integrate individual reports, evaluations or processes into Microsoft Dynamics 365? No problem. You can either do it yourself or ask our experts to help.
edoc Dynamics 365 plugin ecm
With the edoc Dynamics 365 plugin ecm, the ECM system, e.g. d.velop documents, is integrated directly into Microsoft Dynamics 365. This gives users access to the full range of ECM functions, including digital files, favorites and search functions, directly in the web-based interface of the ECM system. This enables you to participate seamlessly in company-wide business processes without having to leave the familiar Microsoft Dynamics 365 environment.
The benefits of edoc Dynamics 365 plugin ecm at a glance:
- Quick and simple to find documents, files and information for the particular business process
- No overheads – only the functions required for the current activity are available
- Completion of tasks in the shortest possible time with seamless integration
- Starting business processes and digital workflows
- Integrated saving of documents from Dynamics 365 directly to the ECM system
- Simple and dynamic administration in Dynamics 365, which can be tailored to your specific requirements
edoc Dynamics 365 invoice cockpit
The edoc Dynamics 365 invoice cockpit facilitates the central administration and posting of incoming invoices in Microsoft Dynamics 365. This solution allows you to obtain an overview of the incoming purchase invoices from an incoming invoice workflow at any time. In the edoc invoice cockpit view, you can display, and if necessary, change the processes that have not yet been completed without having to leave the familiar Microsoft Dynamics 365 environment.
An overview of the functions
- Central invoice receipt book in Microsoft Dynamics 365, for invoices that are processed via an invoice verification solution (e.g. edoc invoice)
- Completeness check and automatic completion of the posting record (based on the master data in Microsoft Dynamics 365) for all Microsoft Dynamics 365 data required for the posting (requirement for automatic posting in Microsoft Dynamics 365)
- Use of the standard posting functions in Dynamics
- Compliance with the requirements for working methods and archiving in accordance with the generally accepted German accounting principles (GoBD)
- Logging, blocking and retention of the original data transferred to Dynamics in the edoc Dynamics 365 invoice cockpit
In edoc we have found a partner who can provide both the ECM system and the integration into our ERP system, Dynamics NAV, from a single source and who can competently oversee the implementation.
Uta Goldberg, ERP project manager, SBS Dienstleistungs GmbH
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