Document management with Microsoft Dynamics 365

Document Management with Microsoft Dynamics 365 Business Central (NAV)

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Connect your ERP seamlessly with the DMS from d.velop.

  • 360° overview of all information
  • Legally compliant archiving
  • Seamless integration
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360° view of information with Microsoft Dynamics 365

Companies face the challenge of linking together their customer data, information from sales, marketing, and customer service, and data from many other systems. This is because sound decision-making along an entire business process is only possible with a comprehensive view.

Microsoft Dynamics 365 Business Central (NAV) offers companies the perfect connection between business processes and structured data. By doing so, it improves cooperation and productivity in the digital workplace. Company-wide transparency across all master data and operation data is ensured. This is exactly what makes ERP systems so powerful.

But what about unstructured information – the numerous documents that are sent or received every day?

Document management, also referred to as enterprise content management, is the discipline which enables companies to manage all unstructured content in centralized storage, to enrich content with additional valuable metadata, and to continue fulfilling compliance requirements at the same time.

When the two worlds of ERP and document management are perfectly integrated with each other, the result is a comprehensive information platform for ALL company information.

d.velop connect for Dynamics 365 – Finance & Operations

d.velop connect for Dynamics 365 – Sales

Using Microsoft Dynamics 365 BC? That’s what we know best.


Microsoft Dynamics 365 Business Central is in daily use at d.velop AG.


Many of d.velop’s numerous customers depend on Microsoft 365 technologies. Just like us.


The in-house Microsoft Dynamics 365 team at d.velop speaks your language.


d.velop products for Dynamics 365 are certified by Microsoft.

Information management with Microsoft Dynamics 365 BC

In every process in Microsoft Dynamics 365, all important information on the business process in question is only a click away. Gain direct insight into complete customer, supplier, project, and other files, regardless of which data or documents these digital files contain or the format in which these are saved. Access all information effectively, no matter what device you are using, whether you are in the office or on the go. This enables you to make more intelligent decisions quickly and easily – and on the basis of up-to-date and complete information, of course.

We live in a time in which it is more crucial than ever to be able to work regardless of where we are – and with a 360-degree view of all information directly from Microsoft Dynamics 365 Business Central, you can accelerate sales cycles and productivity. The high quality of information ensures not only greater customer satisfaction, but also greater satisfaction among employees. Now more than ever, these two elements are the most crucial success factors for companies. This added value is also conveniently delivered from the cloud, of course.

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Manage documents

Manage your information quickly and easily. Save time and effort by efficiently organizing documents such as receipts from Microsoft Dynamics 365 Business Central with our document management system.

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Integrated Office archiving

As a matter of course, this solution for Business Central also integrates seamlessly into the new and old Microsoft Office world. This allows process-related e-mail archiving to be carried out with ease, or even automated entirely. Beyond archiving and document management, highly integrated workflow solutions can also be created for any process desired, such as for automatic incoming invoice processing.


We want to rely on modern technologies for digitization. Therefore, we have replaced our old DMS system and now rely on solutions from d.velop. The new solution integrates perfectly into our existing system landscape, e.g. around MS Dynamics 365 BC. For us, this was absolutely the right decision.

Alexander Bunk
Area Manager IT
Hermann Bantelon GmbH

Want to get started immediately?

If you already use any of the following three d.velop systems, along with Microsoft Dynamics 365 Business Central, you can get started at once:

  • The d.velop cloud document management system: d.velop documents (business/ultimate)
  • A locally operated d.velop document management system
  • The d.velop document management system for Microsoft SharePoint: d.velop documents for Microsoft 365

Experience and benefit from the powerful combination of document management and ERP by ordering our integration via the d.velop store.


When evaluating the new ECM system, it was important to us to select a provider with innovative document management solutions which could cover all of our requirements and could be introduced in the cloud, in onPrem, or in the form of a hybrid scenario. Beyond this, the critical points were integration into our ERP and system landscape, comprehensive know-how with SAPERION provided by the former SAPERION consultants at d.velop, and future-oriented smart solutions in the context of Office 365 and SharePoint Online.

Alain Burkhalter
Team Leader, Informatics Projects
Marti Gruppe

Want to learn more about document management with Dynamics 365?

Follow the d.velop blog for a regular dose of digitalization. Here, you can find everything you need on how to successfully manage the digital revolution, from best practices and how-to’s to guidelines for decision-making.

  • The digital invoice processing and approval tools Microsoft Dynamics 365 F&O needs, which don’t

    By Sascha Kleine-Boes
    Old gears

    In this article, you’ll learn about the essentials of digital invoice processing and invoice approval. You’ll also learn which of these basic needs can’t be met by Microsoft Dynamics F&O in its out-of-the-box state. This article also provides an overview of how digital invoice processing and approvals can be implemented in Microsoft Dynamics 365 F&O using workflows that are ready to work straight away.

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

    By Garth McCown
    d.velop employee is watching a webinar on the laptop by headphones

    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.


The most frequently asked questions about Microsoft Dynamics Business Central Document management:

Do my business processes need to be adapted to this solution first?

No, since the use of a fully integrated ECM solution allows the processes to be pseudo-automatically optimized by “Search to Find”.

Are there options for older versions of Microsoft Dynamics NAV / AX?

There are also longstanding ECM solutions which continue to prove themselves in practice, available on premise or through the cloud.

We use Microsoft SharePoint in our company to manage our documents. Can this also be integrated into Dynamics 365?

Yes, with the d.velop documents for Microsoft 365 solution, your SharePoint is integrated directly into the Dynamics interface. This means that your users always work in their leading system. They have direct access to the appropriate information from SharePoint. In addition, our interface automatically saves all created documents in the designated document library.

We would like to start with the cloud, but still have on premise systems in use. Can we still use the solutions from d.velop?

d.velop solutions also map hybrid architectures. This allows you to utilize d.velop modules from the cloud in your on-premise system. We will be happy to work out the best practice approach that suits you in a digitization workshop.

What business processes are available in the standard system?

d.velop documents for Microsoft 365 offers ready-made solutions for industries and departments, such as for processing your incoming invoices, digital personnel files, supplier management, object files, construction or quality management.

You have further open questions? Then simply book a consultation appointment.