M-Files Integrates with Microsoft Dynamics NAV

M-Files has announced the development of a document management system (DMS) connector for Microsoft's Dynamics NAV ERP solution. The connecter was developed by Germany’s TSO-DATA is an IT specialist and Microsoft Dynamics Gold Partner.

Electronic documents such as quotes, orders, invoices and emails that result from NAV master data and processes can be easily transferred and automatically archived to M-Files. In doing so, M-Files automatically enriches all documents from NAV with the appropriate metadata that establishes the business context of the document. The automatic keywording increases the data and process quality and reduces the process costs.

The integration also allows for users to manually link files via a “drag and drop” feature. By creating “content in context,” users do not have to worry about filing or folder structures. All stored documents can be quickly retrieved via linked metadata with clearly visible relationships between different documents.

Scanned documents can be easily viewed with the preview viewer in Dynamics NAV and assigned corresponding processes. Users of Dynamics NAV can continue to work with the system, while ensuring they have access to all relevant documents whenever needed.

The M-Files connector for Microsoft Dynamics NAV is now available as a Microsoft-certified add-on for Microsoft Dynamics NAV 2015, 2016, 2017 and 2018, which are supported out-of-the-box. Support for Microsoft Dynamics NAV 2009 R2 (RTC) and NAV 2013 can be provided as an individual project request. The connector can be obtained directly from TSO-DATA and there are different models for licensing.

More information about the Dynamics NAV Connector from TSO-DATA for M-Files:
https://www.tso.de/produkte/ecm-m-files/dms-connector/