Intelligent Document Management and Collaboration for
Microsoft Dynamics 365

Manage business information easily in Dynamics 365 Finance & Operations, Business Central & Sales

6 benefits of using d.velop & Dynamics 365 – together!

We are enthusiasts and doers and do everything to save you time and money. We know from various studies that an information worker in sales-, purchasing-, HR-, or R&D-department spends on average 5 hours of his time searching for the right documents/information (Source IDC -whitepaper).

Learn how you can significantly reduce this time and effort in your organization:​

1. Find documents faster 

2. Reduce paper and filing costs 

3. Improve coordination between departments

4. Ensure safety and security of your documents​ 

5. Coordinate between departments / home office (Covid-19)​

6. Free up time for your day-to-day business​ 

Our products in the areas of document management and invoice processing integrate seamlessly into the following Microsoft Dynamics 365 business applications. You are free to choose whether you use Microsoft 365 – SharePoint online or d.velop documents as the storage location for your data.

formerly Microsoft Dynamics NAV

formerly Microsoft AX

formerly Microsoft CRM

Typical Use Cases and Departments connected to Dynamics 365 

Given a thorough and consistent technical and organizational implementation, the ROI of such solutions can be as high as 850% (according to Forrester).​ 

Implement your own solution for the business objects around which your daily business revolves:​ 

360° perspective based on Digital Files 

  • Customer
  • Supplier
  • Personnel file
  • QM documents
  • Contracts
  • Projects and Project files
  • And others


  • Sales
  • Finance
  • Purchasing
  • Manufacturing
  • And others

Connect people with all relevant information to help them excel in their Dynamics 365 – driven business processes 

Those business objects (mentioned above) already exist in your D365 system, but we make them available to all of your users while combining them with non-D365 documents and information.


Your Benefits

Improve Productivity

  • Get significantly faster access to the necessary documents for the task at hand 
  • Save time by not needlessly switching between business applications to find information 
  • Collaborate with your team independent from the location 

Increase Employee Satisfaction

  • Free up time for value added tasks 
  • Simplify the handling of content in information-driven processes 
  • Deliver the right information directly to the employee’s favourite applications by using document management and collaboration functionality  

Drive Business Excellence

  • Enable seamless business processes unconstrained by the typical boundaries imposed by information silos 
  • Focus on work that really delivers value by eliminating cumbersome tasks 
  • Improve collaboration and provide outstanding visibility on business-critical information 

Achieve Your Strategic Goals

  • Unlock more ROI from existing key business applications  
  • Operate better integrated systems 
  • Implement strong information governance with a strategic, centralised place for information 
  • Improve customer experience with an outstanding level of responsiveness 

Users can work within their favorite application

New software often means new interfaces. d.velop’s solution integrates with Teams, Outlook and co. so your users can stay in their familiar environment and access all information from there. They don’t have to switch between applications anymore. 

D365 integration
Teams Integration screenshot
Outlook Integration screenshot
Word Integration - Screenshot

Webinar: Your Dynamics 365 Hand in Hand with d.velop’s document management

Learn more about d.velops solution for Dynamics 365

In this 25-minute webcast, Garth McCown shows IT-decision-makers and key users an approach to reducing information silos and accelerating processes in your organization based on the existing tools Dynamics 365 (BC, F&O, Sales), Teams and SharePoint Online. 

What to expect:

  • Challenges in your daily business
  • Our approach to cover those challenges
  • Live Demo
  • Benefits



  • Logical 360° view on business-critical information that you need within a given business context, such as
    • customers and suppliers
    • sales and purchase orders
    • projects, products and contracts
    • employees, cases and topics
  • Easy-to understand navigation that unifies content in relation to the right business context
  • Provide a consistent user experience by standardising access to content through consistent terminology and navigation (file plan structure)


  • Effortless classification of content
  • Metadata is automatically applied from the D365 business context where the document was dropped
  • Document types (= content types) are determined automatically from the context

Drive Business Excellence

  • Deliver the relevant information for the right business context, as well as document management and collaboration functionality, directly to the employee’s favourite applications
    • ERP, such as SAP and Dynamics 365
    • CRM, such as Salesforce and Dynamics 365
    • Outlook, Office, Teams
    and other lines of business applications


  • Automatic consolidation of documents from different key business applications to break down information silos
  • Bring together structured and unstructured content belonging to the same business process or task in one view irrespective of its origin
    • D365, SharePoint, Outlook, Office, scanned documents, file share, other business applications
  • Manage all business-critical content in SharePoint as your strategic point for information management and governance

Our products for
Microsoft Dynamics 365

Manage documents

Available for Microsoft Dynamics 365 Business Central, Finance & Operations and Sales.

Accelerate, simplify, and optimize the management of your information by efficiently managing documents such as receipts from Microsoft Dynamics 365 with our document management system. 

In doing so, you are free to choose whether you use d.velop or Microsoft 365 as the storage location for your data. Learn more about our two products here: 

Manage invoices

Available for Microsoft Dynamics 365 Business Central and Finance & Operations.

With the help of our digital invoice processing, you can streamline and simplify your processes in Microsoft Dynamics 365 – starting with the scanning of invoices, AI-based recognition and approval workflow all connected to Dynamics 365. 

In doing so, you are free to choose whether you use d.velop or Microsoft 365 as the storage location for your data. Learn more about our two products here: 

Let’s talk.
Learn how d.velop connect for Microsoft Dynamics 365 can help your business with a live demo. 

  1. Select a time – Select a date and time for your personal live demo. We’ll then send you an invitation to join us via Microsoft Teams.
  2. Tell us what you need – Next, tell us about your requirements. What challenges are you facing? Which d.velop solutions would you like to see?
  3. Your live demo – We’ll set you up with the right expert for your live demo based on your specific requirements. If we’re not quite sure who that might be, we’ll get in touch in advance to clarify the final details. Our expert will talk you through everything. You’ll get to see exactly how it all works right before your eyes.

d.velop connect for Microsoft Dynamics

Do you want to know more about the possibilities of Microsoft Dynamics?

Start by finding out how to begin with your company-wide information center – integrated, secure, simple, and intuitive.

Without the right support tools, it can be very difficult to find all the information that a company knows about a customer. Bring time-consuming searches to an end with d.velop connect for Microsoft Dynamics 365. Enhance customer engagement!

Or would you rather know how to integrate your data with CRM systems? Access and view archived data within its actual context – directly from Dynamics CRM.