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robust dms functions and more: seamless integration into your microsoft environment 


easy for Dynamics 365 Business Central

easy for Dynamics 365 BC adds document management system (DMS) functions to Microsoft Dynamics 365 Business Central. This solution offers acquisition, processing, and non-revisable archiving as well as the display of all business-relevant incoming and outgoing content arising in Microsoft Dynamics 365 Business Central processes. 

Usability was a key focus of development from the very start. easy for Dynamics 365 BC can be seamlessly integrated in the Business Central ERP client. Given the high degree of integration of our solution, employees require little training, which results in a high level of acceptance among end users. Whether scanned documents, files, emails, or other digital information carriers, the end user simply drags and drops corresponding datasets into the objects relevant to the business processes, especially additional documents such as attachments, orders, and project documents. The user interface elements of the Drop Zone and Fact Box of easy for Dynamics 365 BC allow this to be done directly in the familiar Microsoft Dynamics 365 Business Central client. In this way, users remain in the working environment they are familiar with.

functions and advantages at a glance

easy for Dynamics 365 BC links Business Central to easy Archive or Microsoft SharePoint  


Assignment and depiction of Business Central field content of easy Archive/SharePoint metadata attributes 

Scanned documents linked by a barcode to a source dataset in Business Central (early or late acquisition) 

Drop Zone in the Business Central client for easily recording external documents 

Save & Send function for integrating archived copies into document forwarding by email 


Configuration of archive-relevant document types (incoming/outgoing) through export and import definitions 

Simultaneous administration of several ECM server repositories


All process-relevant information at a glance (Fact Box) 

“Keyword assignment” via export/import definition 


opportunity – early scanning process 

three for one: easy for dynamics 365 business central, easy invoice connector, & easy invoice 

 

easy for Dynamics 365 Business Central complements your Microsoft Business Central ERP system by adding functions for digitally processing incoming invoices. Incoming invoices are processed efficiently and transparently by combining the optional easy Invoice Connector for Dynamics 365 Business Central and easy invoice. 

 

functions and advantages 

  • easy invoice Connector helps you:

    • Process invoices with and without order references, and read out invoice items 

    • Review, release, and post your invoices based on a workflow adaptable to your company’s specific procedures 

    •  With formal business audits, such as in compliance with VAT Act §14 

    • Release invoices on the fly using tablets or smartphones

  • Handling of conventional incoming invoice formats such as digitised paper invoices, emails with a PDF attachment.

With easy Invoice Connector, you profit from all the advantages of the digital incoming invoice process. You increase the transparency of the entire invoicing process, enhance efficiency throughout, and significantly reduce invoice processing times. With our invoice solution, you also increase profits from cash discounts and benefit from faster end-of-month closing. That adds up. 

book a free consultation appointment now

If you would like more detailed information about our digitisation solutions, you can now book a direct appointment with one of our easy experts. Simply send an email to lisa.boughton@easy-software.com