Understanding edoc D365 FO archivelink (overview)

With edoc D365 FO archivelink, you can seamlessly expand your Microsoft Dynamics 365 for Finance and Operations with numerous enterprise content management (ECM) functionalities (document management).

Archive outgoing documents

The documents generated in Dynamics 365 for Finance and Operations are automatically stored systematically in your ECM system, so you no longer need to worry about archiving documents relating to business partners. You can conveniently attach documents to a process (sales order, purchase order, posting) with the document storage in the attachment in Dynamics 365 for Finance and Operations. The attached or generated documents are automatically filed in the ECM system in the corresponding category (document type).

Process incoming documents

Incoming documents, e.g. packing slips, incoming invoices, which you receive as paper, can be provided with a barcode and scanned. Thus, the documents are systematically stored in the ECM system (properties, file linking). The documents are mapped to a record in Microsoft Dynamics 365 for Finance and Operations based on the properties and the document properties in the ECM system are updated with the process data. The documents are then automatically and uniquely linked to a record in Dynamics 365 for Finance and Operations and can be found in the ECM system.

Automatic generation of digital ECM files

When you create a process in Dynamics 365 for Finance and Operations, digital files can be created in the ECM system using edoc D365 FO archivelink. If, for example, a new customer (debtor) or a new sales order is created for a customer in Dynamics 365 for Finance and Operations, the respective digital file is generated in the ECM system. You always work with the same data and structures in Dynamics 365 for Finance and Operations and the ECM system.