There is a synchronization mechanism in edoc D365 FO archivelink. This mechanism eliminates the need to maintain base data and process files twice. You complete your tasks in Dynamics 365 for Finance and Operations and the synchronization mechanism ensures that the current data in your ECM document management is also updated.
How it works
-
Create new customers and vendors: You can create new customers and vendors in Dynamics 365 for Finance and Operations. A corresponding file is also created in your ECM document management.
-
Update existing customers and vendors: As soon as you update existing customers and vendors in Dynamics 365 for Finance and Operations, the data is also updated in your ECM document management.
-
Create and update process files: When you create or update process files in Dynamics 365 for Finance and Operations, e.g. sales order files and purchase order files, the data is also transferred to your ECM document management.