DMS Add-On Dynamics 365 for Finance and Operations

DMS Add-On enables document management and electronic archiving for documents from Microsoft Dynamics 365 for Finance and Operations as well as from external sources like e-mails, documentations, drawings, etc.

These documents are stored within Dyn365FO on Microsoft SharePoint and can be accessed from all users in accordance with security roles. The stored documents can be easily searched by its content and metadata.

Key features:

• Easy to use
• Directly add external files functionality
• Search document content
• Management of different documents or files
• Export of archived documents
• Fully integrated into Dynamics 365 for Finance and Operations and its Business Processes