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Connect your DMS and Microsoft Dynamics 365 Business Central with this interface

Automated document storage with YAVEON ProE-SCM DMS

Interface between DMS and Microsoft Dynamics 365 Business Central
Automatically store document types in your DMS
Reliable and secure audit-proof storage
Effortless digital processing replaces error-prone manual work

Connection between Business Central and DMS due to interface

The right interface

Do you still manually archive invoices, credit notes, reminders, order confirmations, and other document types? It’s a lot of work. With the right interface, you can store documents systematically in a document management system — fully automatic, process-related, and, if required, even audit-proof.

At the same time, you can view related documents directly in Microsoft Dynamics 365 Business Central. This means that you have everything you need for efficient processing in the ERP system at your fingertips.
Do you want to know more?

Discover the YAVEON ProE-SCM DMS interface.

The essential highlights at a glance

Interface YAVEON ProE-SCM DMS

Information at the touch of a button

You can find clearly structured DMS documents directly in the respective transactions of your Microsoft ERP, and can open them quickly, easily, and directly with just one click.

Automatic archiving

Depending on the document type in Microsoft Dynamics 365 Business Central, the documents are automatically transferred to the DMS, either in the background or at the time of printing.

Attach via drag and drop

Simply drag additional documents into the drop zone and revise the automatically preassigned indexing. The document is transferred to the archive directly.

Standardized and yet expandable

The setup of your DMS interface is based on ready-made templates for common document types, which enables fast implementation. Because the system is configurable, you also archive data from other add-ons.

Highly configurable

Everything you need: Easily configure which properties or metadata are transferred to the archive along with your documents.

Full control

Keep a close eye on everything at all times. It’s so easy, with the interface central administration panel. Simple, straightforward, and absolutely reliable.

Optical text recognition

Do you use optical text recognition (OCR), as a preliminary stage? These documents are included in the archiving and can also be viewed in the transactions in BC.

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