The edoc D365 FO plugin ecm web integration is an integration between Microsoft Dynamics 365 Finance and Operations (FO) and an ECM system, e.g. d.3one (d.velop documents (on-premises)) or Microsoft SharePoint.
With the plug-in, you can quickly and seamlessly access documents and information stored in an ECM system from your ERP system, for example.
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 for Finance and Operations 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 how your administrators configure the edoc plugin ecm menu function, the ECM web application can be displayed as a separate tab in the browser or directly in a dialog box 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).