{"id":5420,"date":"2026-01-01T08:30:00","date_gmt":"2026-01-01T07:30:00","guid":{"rendered":"https:\/\/www.d-velop.com\/blog\/?p=5420"},"modified":"2025-12-15T14:00:06","modified_gmt":"2025-12-15T13:00:06","slug":"d-velop-integrations","status":"publish","type":"post","link":"https:\/\/www.d-velop.com\/blog\/software-in-use\/d-velop-integrations\/","title":{"rendered":"From data chaos to a data party \u2013 with d.velop integrations"},"content":{"rendered":"\n

In everyday business, it\u2019s easy to lose track \u2013 data is everywhere, but often hidden away. The result? Data chaos \u2013 battling data silos, endless searching, manual work and a lack of clarity. But it doesn\u2019t have to be that way! Integration is the key to successful digital transformation, ensuring efficiency and competitiveness. We\u2019ll explain how seamless connections between SAP, Microsoft 365, Dynamics 365, Salesforce and many other systems can optimise your business processes.<\/p>\n\n\n\n

The world\u2019s most valuable resource is no longer oil, but data<\/p>The Economist, 2017<\/cite><\/blockquote><\/figure>\n\n\n\n

Thanks to new technologies, the digital world is spinning faster than ever. When it comes to artificial intelligence<\/a>, there\u2019s no sign of slowing down. AI needs data to function. So today, data is the key to boosting efficiency and forms the basis for decision-making. But how can integrations support your daily work with data? What role does AI play? Where do you find the right data? How can your systems work hand in hand?<\/p>\n\n\n\n

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<\/span>Definition: Data chaos<\/span><\/h2>\n\n\n\n

Every company works with different systems such as Salesforce, Microsoft Teams, Excel and\/or an ERP system. As a result, data and documents accumulate in various places. You have to search through multiple systems before finding the information you need. And even then, annoying questions arise: Is this the latest version? Is there another document base? Where should I store new documents so my colleagues can easily find them? All these questions, all these different storage locations, all these masses of unsorted data lead to an overwhelming data chaos.<\/p>\n<\/div><\/div>\n\n\n\n

<\/span>Rethinking contract processes: Insights from practice<\/span><\/h2>\n\n\n\n
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In a typical contract process within a company, there are various systems and data points involved in different steps \u2013 but how do we turn this into a data party? Simple: why keep jumping between systems when everything can be done in one place!<\/p>\n\n\n\n

1. Manage contracts in Microsoft Teams<\/h3>\n\n\n\n

Thanks to seamless integration with d.velop documents<\/a> in Microsoft Teams, all contract-related documents (e.g. for a supplier) can be found directly in the relevant file \u2013 no system switch required!<\/p>\n\n\n\n

New contracts and documents can easily be stored via drag & drop. A filing dialog then opens, where properties such as contract number, customer number and customer name are automatically pre-filled. This information comes directly from the leading system, e.g. Microsoft Dynamics 365 Finance & Operations, and is linked to the supplier file. This saves time and reduces typing errors. After saving, the document appears in the Microsoft Teams interface and you can work with d.velop documents\u2019 context actions, including:<\/p>\n\n\n\n

2. Simple digital signing<\/h3>\n\n\n\n

Documents can not only be stored but also processed, reviewed or signed with d.velop sign<\/a> \u2013 all without leaving Teams. Thanks to the shared data basis, colleagues who don\u2019t use Microsoft Teams can still open and edit the contract in their respective system (e.g. Microsoft Dynamics F&O). Documents related to the process can always be accessed anywhere.<\/p>\n\n\n\n

3. Salesforce joins the party too<\/h3>\n\n\n\n

When a contract is stored, a prepared process in d.velop process studio<\/a> is automatically triggered. This informs Salesforce that a new contract document is available. Through the d.velop connect for Salesforce integration, a corresponding record is created \u2013 fully automatically. This means d.velop documents is also seamlessly integrated into Salesforce.<\/p>\n\n\n\n

With d.velop pilot, information from the contract can be automatically entered into Salesforce: the Salesforce Agentforce window opens and requests document details. The summary is displayed to the user for confirmation by d.velop pilot<\/a> \u2013 and saved automatically upon approval. So Salesforce users also have all relevant contract information at a glance without lengthy searches.<\/p>\n\n\n\n

4. Contract processes that are actually fun<\/h3>\n\n\n\n

All systems and departments in the company access the same data basis. Whether in Teams, Dynamics or Salesforce \u2013 contracts are always available where they\u2019re needed. This ensures optimal contract monitoring, transparency, efficiency and a new ease in contract management.<\/p>\n\n\n\n

The data chaos is over \u2013 let the data party begin.<\/p>\n\n\n\n

<\/span>Why the journey from data chaos to a data party with d.velop is worth it<\/span><\/h2>\n\n\n\n

Thanks to seamless integration, users can work within their familiar system interface. Legally compliant archiving ensures the secure storage of digital documents in accordance with GoBD. Efficient management is enabled through structured file organisation and the use of artificial intelligence for automated document recognition. In addition, d.velop saves time by making all data and documents quickly searchable across systems. The platform promotes collaboration by supporting location- and time-independent working as well as improved teamwork. Finally, the d.velop platform offers extensive possibilities for holistic digitalisation thanks to its scalability and expandability.<\/p>\n\n\n\n

\"Benefits:\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

<\/span>Outlook \u2013 Next Steps for the Data Party<\/span><\/h2>\n\n\n\n

Salesforce<\/h3>\n\n\n\n