The edoc D365 BC plugin ecm application acts as an adapter between Microsoft Dynamics 365 Business Central and an ECM system, e.g. d.3one (d.velop documents on-premises) or Microsoft SharePoint. With the edoc plug-in, you not only create a seamless connection between the systems so that your users can work in their familiar ERP environment. At the same time, you can use the mapping of properties to define which ECM information your users can access directly in the browser without leaving their familiar Dynamics 365 environment.
Simple mapping of ECM and ERP fields
In the administration of edoc D365 BC plugin ecm, you map all fields from the ECM system to the fields in Dynamics 365 Business Central so that your users can switch directly from a process in Dynamics 365 Business Central to the ECM system.
Quick overview of ECM documents for a process
With the edoc plugin ecm menu function, you can switch directly from a process in Dynamics 365 Business Central to the ECM system. Whether you are then shown the documents for a process or a folder or the associated document directly is determined administratively in advance.
Accurate opening of the ECM application
Depending on the configuration of individual fields and the link to open the ECM application, your users can open a single document or a collection of documents in the ECM system, search for documents or upload documents to the ECM system for processing.
You can determine the behavior when opening the ECM application, whether the ECM web application can be displayed as a separate browser tab, as a FactBox, as a content group or directly in an in-place dialog box in Dynamics 365 Business Central.