d.velop connect for Microsoft Dynamics 365
Connect your d.velop ECM to Dynamics 365
About d.velop connect for Microsoft Dynamics 365
Seamlessly connected with Microsoft Dynamics
Seamlessly connect your Microsoft Dynamics 365 application to your d.velop document management system (DMS), whether it is d.velop documents, a hybrid operated d.verlod documents (On Premises) d.velop documents for Microsoft 365. Once they are fully integrated, you can easily and securely store all documents and records in your DMS - the central information hub in your company - directly from your ERP software.
In Dynamics 365, easily retrieve all documents for a specific business process, e.g. outgoing invoices, or all documents for a specific account. Benefit from structured filing in record structures and maintain a holistic overview of all processes as an ERP, CRM or DMS user.
You can connect the following Microsoft Dynamics 365 systems to your d.velop DMS via d.velop connect for Microsoft Dynamics 365:
- Dynamics 365 Finance and Operations / Supply-Chain-Management
- Dynamics 365 Sales / Customer Engangement
Functions at a glance
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Connection to your ERP system
Connect your leading ERP system to the d.velop DMS to take advantage of all its benefits.
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Automated archiving
Fully automatic, audit-proof archiving in the background.
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Workflow engine
Expand your ERP system with a powerful workflow engine for your business processes.
Highlights of d.velop connect for Microsoft Dynamics 365
Audit-proof archiving
Documents printed in Dynamics 365 are automatically stored, indexed and archived - reliably and in an audit-proof manner. Of course, you can also store documents or files manually using the document management system.
Centralized information management
The information archived in the d.velop DMS is also available in the ERP system in a context-dependent manner. Likewise, you can retrieve information about customers or suppliers from the ERP directly via the d.velop DMS.
Expand your ERP system
Go beyond the limits of your ERP system by adding the ability to design custom business processes, for example releasing an invoice or sending event-driven e-mails to your colleagues.Price overview
Extensions
Increase your productivity!
Contract documents
- Product Description d.velop connect for Dynamics 365 F&O
- Product Description d.velop connect for Dynamics 365 CE
- d.velop AG General Terms and Conditions of Sale
- Privacy Policy for products and services from d.velop AG
- Data Processing Agreement
- Specifications for data processing
- Technical and Organizational Measures
- Non-disclosure Agreement
- Product Description d.velop cloud platform
- Service Level Agreement Cloud and SaaS
Expand as required
Your possibilities with the Dynamics integration
Expand your system with additional d.velop products and use many DMS processes, such as internal workflows, digital signatures or task management.
