The edoc D365 FO plugin ecm application acts as an adapter between Microsoft Dynamics 365 for Finance and Operations (FO) 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 field-value mapping 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 FO plugin ecm, you map all fields from the ECM system to the fields in Dynamics 365 for Finance and Operations so that your users can switch directly from a process in Dynamics 365 for Finance and Operations to the ECM system.
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 web interface is displayed as a separate tab in the browser or directly (in-place) in Dynamics 365 for Finance and Operations.
Use workflow and tasks in d.velop documents
You can use the Tasks and messages feature to process individual tasks in a team (workflow).