Linking Business Central ERP with the Shareflex DMS
With the Business Central Connector for Shareflex
The Business Central Connector for Shareflex is an add-on for the ERP system Microsoft Dynamics 365 Business Central.
With the Dynamics 365 Connector for Shareflex, this interface is also available for the ERP systems Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations as well as for Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Supply Chain Management.
SharePoint from Microsoft enjoys great popularity as a cloud-based platform for digital teamwork in companies. Teams use SharePoint to edit, comment on, adapt and further develop files and documents together. It is used to manage projects and coordinate tasks. All company documents such as invoices, receipts and contracts can also be stored there.
The idea of expanding Microsoft SharePoint into a fully-fledged document management system (DMS) is therefore an obvious one.
This is where our partner Portal Systems significantly extends the functionality of SharePoint with "Shareflex" and thus provides a suitable solution. Shareflex is an add-on for SharePoint that transforms the Microsoft platform into a comprehensive solution for business applications, including a fully-fledged document management system (DMS).
A key element of this Enterprise Content Management (ECM) solution is the ability to archive incoming and outgoing documents in SharePoint in a legally compliant manner. This includes a structured organization of documents, indexing, authorization management, deadline management and the integration of all relevant meta information.
With the upgrade of Microsoft SharePoint by Shareflex to a complete DMS, the Business Central Connector for Shareflex now facilitates the automation of all document management processes. This includes, in particular, automatic archiving and comprehensive automatic indexing of all incoming and outgoing documents.
You stay within the Microsoft ecosystem
The interaction of "SharePoint / Shareflex - Connector - Business Central ERP" offers another significant benefit in addition to the advantages already mentioned: the ability to remain completely within the Microsoft ecosystem.
ERP systems are generally not document management systems and, conversely, document management systems, even with advanced functions such as ECM, cannot replace ERP systems. The integration of these essential digital tools has so far often resulted in a mixture of products from different manufacturers.
With the introduction of Shareflex and the Connector for Shareflex, however, this is changing. These solutions offer both DMS and ERP functionalities under the Microsoft umbrella, allowing users to benefit from the high quality standard that Microsoft is known for.
How you benefit from Shareflex and the Business Central Connector for Shareflex
- No new software & no new system required
- An established solution is upgraded to a DMS with Shareflex
- Optimal filing and indexing in the new SharePoint DMS
- You meet all the criteria for good archiving
![[Translate to English:] Icon rechtskomformes Archivieren](/fileadmin/_processed_/4/2/csm_Icon_Rechtssicherheit_fd8fe65623.png){kind=icon}
- All documents are archived in an audit-proof and legally compliant manner
- All legal regulations (GoBD, Β§ 147 AO, Β§ 257 HGB etc.) are complied with
- Automation of archiving, indexing, workflows, etc.
- For outgoing documents created within your ERP
![[Translate to English:] Ansicht im ERP-Client](/fileadmin/_processed_/6/4/csm_Icon_LaptopMicrosoft_3569b00fda.png){kind=icon}
- Documents are displayed in the Dynamics ERP client & linked to the DMS
- View in ERP possible for documents that were not created in ERP
![[Translate to English:] No Code: Anpassungen ohne zu Programmieren mΓΆglich](/fileadmin/_processed_/d/6/csm_Icon_KeinCode_0a0bbfa2f0.png){kind=icon}
- No code: Customization is possible without programming
- Third-party software or additional interfaces are not required