Display of relevant documents in the context of a transaction, for example the quotation history when creating an order; one of the core functions within document management
Integration of documents from adjacent applications, such as e-mail attachments from Microsoft Outlook
Intelligent search functions and Process Numbers, that intelligently link matching documents within Dynamics 365 Business Central to find transaction-related documents quickly and easily
Audit-proof archiving of all incoming and outgoing records and documents, in accordance with legal and tax regulations (e.g.: according to GoBD)
Intuitive operation of document management functions in the EASY Business Central app, which ensure a smooth user experience - ideally without training
ECM factbox expands many pages with DMS functionality such as displaying documents for the selcted records
Use drag and drop to easily add external files to records
Vertical solution documents can be archived, too
ECM Task sheduler for automated tasks
100% integrated, so users are always working in the Microsoft Dynamics 365 Business Central client

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central

All countries where Microsoft Dynamics 365 Business Central is available

This app is available in German (Germany) and English (United States)

EASY for Dynamics 365 Business Central

by EASY SOFTWARE AG