Dynamics 365 Document Management Sharepoint Integration

microsoft dynamics 365 Document management solution

Document Management Studio helps improve the document flow in the organization. The solution enables to capture and process both paper and digital documents, associate them with appropriate Dynamics 365/AX records, and store their digital versions in SharePoint.

Documents tied to a customer, vendor, order, invoice and any other Microsoft Dynamics 365 entity can be retrieved anytime from a shared repository with just a couple of clicks. Microsoft Dynamics 365/AX SharePoint integration allows using powerful storage and content search features of SP to provide even non-Dynamics users with a quick view of the important information.

Document Management Studio allows processing stacks of paper documents, recognizing each copy during the scanning process. The solution is really easy to use—no additional set up or training needed. While the solution was originally developed as the Microsoft Dynamics 365 document management add-on for sales, purchasing, financial, and service departments, it can be used by other company units as well.

Benefits

Powerful centralized document handling and storage capabilities with quick access to relevant information.
Increases collaboration with non-Dynamics users, e.g., partners, suppliers, customers.
Fast retrieval of invoices and other digital copies of the important documents results in reduction of paper flow.
Seamless integration in Microsoft Dynamics 365/AX, no separate skills needed.

Features

Reduces handling time for invoices, checks, orders, and other important documents.
Captures and associates documents with Dynamics 365/AX records and stores their digital versions in SharePoint.
Allows printing barcodes from Dynamics. Paper documents can be associated with Dynamics 365/AX records via barcodes printed out and attached to copies before scanning.
Captures documents scanned in a stack. High speed processing of each copy.
Automatically captures documents produced by Microsoft Dynamics 365 (e.g. sale orders, invoices, etc.) when they are created.
Drag and drop support from the Windows environment to Dynamics.
Dynamics 365/AX SharePoint integration provides rich storage and search features.
No need to install the commercial release of SP—works with SharePoint Foundation freeware.
Modular architecture provides flexible configuration and extensibility.
Multilingual user interface.
Compatible with Microsoft Dynamics AX 2012, AX 2012 R2, AX 2012 R3, and Microsoft Dynamics 365 for Finance & Operations.