ECM for Microsoft Dynamics 365
Companies and organisations rely on d.velop solutions for Microsoft Dynamics 365.
ECM for Microsoft Dynamics 365
Document management and business processes seamlessly integrated into Microsoft Dynamics 365
Together with d.velop software for secure document management, you can turn Microsoft Dynamics 365 into the central hub for all your information. You have direct access to all documents and records related to customers and suppliers without ever leaving your primary application. Regardless of which Microsoft Dynamics 365 application you use, the integration of d.velop products supports you in digitising your document-based business processes.
d.velop platform
A holistic approach to integration in Microsoft Dynamics 365
- Direct integration into all Microsoft Dynamics 365 systems
By directly integrating our ECM products into the respective Dynamics interface, CRM and ERP users can access all functions and gain a better overview of context-related processes — from storing all sales and purchase documents, through input management, to invoice approval. - Aligned with your IT strategy in the cloud or on-premises
With our expertise, we adapt to your IT strategy, regardless of where and how you want to run Dynamics 365. We support all deployment models — cloud, hybrid, or on-premises. You can choose between d.velop documents and M365 SharePoint Online — all fully compliant with audit requirements. - Integration with innovative cloud apps
With the d.velop platform, you can combine many additional functionalities and processes and integrate them into D365. From contract management, digital signatures, and mail handling to the integration of your output management solutions — this ensures a future-proof setup while minimising investment risk.
Discover our resources around Microsoft Dynamics 365…
- Single point of truth for all documents, information and receipts
- Digital invoice processing for lean and transparent business processes
- Native integration into leading systems, such as Dynamics 365
- Intelligently link information for effective planning and analysis
- 360-degree view of all sales processes and customer information
- Accelerate sales cycles
In the past, a lot was printed, drawings were handed over to production, and there was always a residual risk that outdated versions would be used. With the digital process, we now gain a great deal of security.
Each invoice was stamped and carried through the entire office. With five to ten minutes of processing time per invoice, this quickly added up to several working hours. It was an extremely time-consuming, manual effort — something we wanted to simplify.
It is best to first identify partial projects or standalone solutions, where a new solution can be introduced step by step, without attempting a big bang approach.
Artificial Intelligence
Shaping the future with Artificial Intelligence
Your documents contain more than you think – valuable knowledge that often goes untapped. With d.velop pilot and custom AI solutions, we make this potential visible and usable. Together with experienced AI specialists, we develop tailored application scenarios – securely and in compliance with data protection regulations. Benefit from cutting-edge AI capabilities:
- Custom AI assistants
- AI-based document recognition & classification
- AI-powered process automation with the d.velop process studio
News & Resources
Business processes comprehensively explained with Microsoft Dynamics 365.
Information overview: Document management with d.velop M365, Dynamics 365 F&O, Teams, Sharepoint
Garth McCown from d.velop provides an overview over the product combination of d.velop documents and Microsoft Dynamics 365, Teams and Microsoft Sharepoint.
Microsoft Dynamics – many versions, many modules, one vision
Explore how d.velop’s document management seamlessly integrates with Microsoft Dynamics 365 to optimise business processes, reduce information silos, and support both CRM and ERP workflows.
Your Dynamics 365 Hand in Hand with d.velop's document management
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.
Tips for optimising the Order to Cash process in Microsoft Dynamics 365
Discover practical tips for optimising the Order‑to‑Cash process in Microsoft Dynamics 365 — streamlining workflows, reducing costs and accelerating your cash flow from order to invoice.
FAQ
Frequently asked questions about
Microsoft Dynamics 365 & d.velop
Dynamics 365 is a suite of Microsoft business applications that enables customers to intelligently manage their entire business – from sales and marketing to service and operations. Central components include the Microsoft Dynamics ERP and Microsoft Dynamics CRM business applications.
Microsoft Dynamics 365 ECM provides features for capturing, storing, processing, and delivering documents and content within an organization. The software allows businesses to organize and control various types of content, such as emails or electronic documents. With Microsoft Dynamics 365 ECM, document and information processes can be optimised to increase efficiency and meet compliance requirements.
For this, there have been and continue to be proven ECM (Enterprise Content Management) solutions for years, either on-premise or from the cloud.
d.velop solutions also support hybrid architectures. This allows you to use d.velop modules from the cloud in your on-premise system. We would be happy to work with you to develop the suitable best practice approach in a digitalisation workshop.
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.