INTEGRATE DMS BASED ON MICROSOFT SHAREPOINT DIRECTLY INTO DYNAMICS 365
With the Dynamics 365 CONNECTOR forR SHAREFLEX
The Dynamics 365 Connector for Shareflex is an add-on for Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations, Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Supply Chain Management.
In addition, the Business Central Connector for Shareflex also provides this interface between Shareflex / SharePoint DMS and the ERP system Microsoft Dynamics 365 Business Central.
SharePoint is a popular application from Microsoft. This cloud-based platform is well-known for digital collaboration in companies. Employees work together on files and documents that can be commented on, changed and further developed via SharePoint. Projects are managed and tasks coordinated within the team. Of course, documents can also be stored for all processes (invoices, receipts, contracts, etc.).
So why not develop Microsoft SharePoint into a document management system (DMS)?
This is where our partner Portal Systems offers an interesting solution with its SharePoint extension "Shareflex". Shareflex is an add-on for SharePoint and transforms it into a platform for integrated business applications, including a fully-fledged DMS.
An important part of this Enterprise Content Management (ECM) solution is the ability to archive incoming and outgoing documents in SharePoint in a legally compliant manner; with corresponding organization of the documents, keywording, authorization, deadline management and all relevant meta information.
And now that Microsoft SharePoint has been upgraded to a fully-fledged DMS thanks to Shareflex, the Dynamics 365 Connector for Shareflex helps to automate all document management processes - above all automatic archiving and the automatic and complete indexing of all incoming and outgoing documents.
How you benefit from Shareflex and the Dynamics 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 incoming documents and outgoing documents
![[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
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- No code: Customization is possible without programming
- Third-party software or additional interfaces are not required
![[Translate to English:] Alexander Eckardt, Produktmanager des Dynamics 365 Connectors for Shareflex bei Inway Systems.jpg](/fileadmin/_processed_/b/0/csm_Alexander_Eckardt__Produktmanager_des_Dynamics_365_Connectors_for_Shareflex_bei_Inway_Systems.jpg_9ff5756579.png)
"Customers have often asked us why we can't offer them a fully-fledged DMS from Microsoft. With Portal Systems and their Shareflex solution, we have now found a partner who closes precisely this gap. For customers who want their DMS and ERP from Microsoft, we can now offer two high-quality and complete solutions. And with the help of our new DMS connector for Shareflex, both systems - SharePoint and Dynamics 365 Finance & Supply Chain Management - are professionally connected as usual."
Alexander Eckardt, Product Manager of the Dynamics 365 Connectors for Shareflex
Everything from a single source and from Microsoft
In addition to the benefits described here, the connection "SharePoint / Shareflex - Connector - Dynamics 365 ERP" offers you another advantage that only this combination can provide: You remain completely in the world of Microsoft.
ERP systems are not document management systems and document management systems - even if they offer extensive additional functionalities (keyword ECM) - do not replace ERP systems. A combination of these core products of digitization has always been a combination of different manufacturers.
Until now, because thanks to Shareflex and the Connector for Shareflex, you now get both solutions - DMS and ERP - from Microsoft and enjoy the very high product standard you have come to expect from Microsoft.
- For the On-premise version of the Dynamics 365/AX Connector for Shareflex there is a one-time license cost.
- The annual maintenance is 17% of the list price.
- For each additional client there are additional one-time license costs
- For the cloud version of the Dynamics 365 Connector for Shareflex, you sign up for a subscription with a cost of 553,00 β¬ per month.
- The subscription can be cancelled annually.
- For each additional client, 71,00 β¬ per month is added.
- For the cloud version of the Dynamics 365 Connector for Shareflex, you sign up for a subscription with a cost of 663,60 β¬ per month.
- The subscription can be cancelled on a monthly basis.
- For each additional client, 85,20 β¬ per month is added.
FAQS
- Microsoft Dynamics 365 for Finance and Operations
- Microsoft Dynamics 365 Finance
- Microsoft Dynamics 365 Supply Chain Management
Our solutions and add-ons are continuously maintained and developed. The Dynamics 365 / AX Connector for Shareflex is currently available in German and English. If you would like a different language, please contact us directly.
The Dynamics 365 Connector for Shareflex is available as an add-on for the following ERP systems:
In addition to this product, the Business Central Connector for Shareflex is also available as an add-on for the ERP system Microsoft Dynamics 365 Business Central. You can read more about this interface here on our homepage: Business Central Connector for Shareflex
No long searches, all data is stored centrally in one place, the archive is audit-proof, legally compliant and space-saving, every employee knows where the documents are and everyone can also access all relevant documents from their home office: These are the advantages that a document management system offers you in general.
Added to this are the advantages of the link between DMS and ERP: filing, archiving and indexing are automated - and therefore error-free. Automation saves time, effort and money and leads to uniform keywording. Manual errors are also significantly minimized.
No. You can access all documents directly via your ERP client. Without opening your SharePoint / Shareflex DMS, you can browse through the archive in the ERP. Documents are always linked to the DMS.
Yes, all documents can be displayed directly in the Dynamics ERP client. Even external documents such as incoming invoices - or operating instructions, quality certificates or design drawings.
Yes, the fully automatic import of an invoice is also possible. If the relevant information such as vendor number, invoice number, invoice amount and ideally the individual items of the invoices are available in the SharePoint DMS, then the DMS connector can also create invoices directly from these documents in Dynamics 365.
No. You are welcome to inform your current Microsoft Dynamics partner that you have found a good solution with Shareflex and the corresponding DMS connector and they can get in touch with us.