ECM for Microsoft 365 / SharePoint
Companies and organisations rely on d.velop solutions for Microsoft 365.
Products for Microsoft 365 / SharePoint
Document management and business processes for Microsoft 365
With SharePoint, you already have the foundation for your document management system in place. d.velop solutions extend this foundation with smart functionalities, providing a robust and legally compliant system for digital document management. This allows you to map all document and business processes in your organisation holistically on the basis of Microsoft technology and use central functions directly within MS Teams, Outlook, and Office.
White paper DMS M365
Integrated document management with SharePoint / Microsoft 365
Learn in this white paper how integrated content services can be used to implement seamless, end-to-end digital solutions in SharePoint / Microsoft 365.
Contents:
- Document management: the key to digital business processes
- Closing the gaps between SharePoint / Microsoft 365 and ERP/CRM
- Repositioning: SharePoint / Microsoft 365 as a business processes hub
- Making SharePoint / Microsoft 365 for everyone easier to use
- Customer Success Stories
Seamless integration into M365 applications
Users work within their familiar interfaces
Use central functions of the d.velop software directly in leading Microsoft applications such as Outlook, Office or Teams. This significantly increases user acceptance and there is no need to understand a new system.
Integration in MS Outlook & Exchange
Microsoft Outlook (and Exchange)
- Call up documents or entire file structures for an optimal and complete overview.
- Filing of e-mails and/or attachments via drag & drop directly into the d.velop DMS for simple and secure filing.
- Automatic suggestion system for filing documents based on metadata for even faster filing.
Integration in MS TEams
Microsoft Teams
- Provision and simultaneous editing of documents, e.g. in a project team for easy collaborative working.
- Communication and change tracking of documents in real time and in direct context for optimal exchange.
- Mapping of entire file structures at the touch of a button in Microsoft Teams for greater clarity.
Integration in MS Office
Microsoft Office
- Central storage location for all Office documents and files accessible at the touch of a button for barrier-free working.
- Automatic versioning of Office documents and files for complete traceability.
- Uncomplicated collaborative working in the Office applications used daily for simple and secure collaboration.
What excites me about this solution is tha it is a standard product that can then be adapted to the company and its specific needs.
With SharePoint / M365 from Microsoft, we benefit from a powerful platform for information management. With the d.velop for Microsoft 365 extension, we connect this platform with SAP ERP and Salesforce, achieve full transparency over our documents and business processes and have ensured legally compliant filing.
News & Resources
Resources related to Microsoft 365
Harmonise Your SharePoint Experience
End-to-End Document & Process Orchestration with Microsoft 365: This white paper provides relevant information through facts and real use cases about the utilisation of Sharepoint and how to effectively integrate existing resources.
Accounts payable processing with M365 & SharePoint
What if accounts payable processing with Microsoft 365 was more affordable than you thought and its rollout was easier than you imagined? Why not start with digital processing of accounts payables? This white paper explains the advantages, possible obstacles and necessary framework conditions.
Cheat Sheet | d.velop for Microsoft 365 / SharePoint Online
A quick-reference guide to creating, managing and sharing documents in Microsoft 365 — compact tips for working efficiently with Microsoft 365.
Integrated document management with SharePoint / Microsoft 365
Almost nothing works in most companies without ERP and CRM – but company data and document processing usually involves awkward switching between different media and systems. The integration of standard applications with SharePoint / Microsoft 365 makes it possible to implement seamless digital processes.
Use contract management effectively in SharePoint and Microsoft 365
SharePoint Online is a versatile collaboration platform that supports process management, team coordination, portal solutions and web content management. Its flexibility makes it a key strategic tool for organisations using Microsoft 365 to drive digital transformation.
FAQ
Frequently asked questions
about Microsoft 365 & d.velop
This means that our software solutions seamlessly collaborate with existing Microsoft 365 applications, such as Word, Excel, and Outlook. All business documents and data created or edited with our d.velop solutions remain entirely within the customer’s M365 tenant. Our solutions are based on SharePoint Online and also leverage other Microsoft applications and services, such as Entra ID (formerly Azure Active Directory). This ensures high data security and enables a smooth workflow without the need to switch between different programs.
In addition to the document management system “d.velop documents for Microsoft 365,” we also offer the digital invoice processing solution “d.velop invoices for Microsoft 365” and the contract management system “d.velop contracts for Microsoft 365.” These products are specifically designed to streamline the daily operations of companies using Microsoft 365.
Our software solutions not only provide efficient document and contract management but also seamless integration into your existing M365 applications. This results in faster cycle times and offers more transparency to your business. Another crucial advantage is the increase in employee satisfaction. Since our solutions are directly integrated into the applications where your employees already work daily, such as SharePoint, Teams, and leading ERP and CRM systems, the workday is made easier, media disruptions are eliminated, and productivity is enhanced.
You can book a software demo directly on our website. Simply use the form provided below.
Contact & Consultation
We connect data and people – And look forward to hearing from you.
Curious? We’d be happy to show you our software.
Simply request a live demo.