DMS for Microsoft Dynamics 365
Enhance Microsoft Dynamics 365 with Doxis as your document management system (DMS). Business documents are archived in an audit-proof manner, information is consolidated across systems, and content is made available directly within the right business context.
- Microsoft Dynamics Sales
- Microsoft Dynamics Finance & Supply Chain Management
- Microsoft Dynamics Business Central
Doxis Intelligent Content Automation
Intelligent Document Management for Microsoft Dynamics 365
Microsoft Dynamics 365 manages your business processes across sales, financial accounting, and the supply chain. What is often missing is seamless access to documents and information across these processes. Doxis closes this gap. As a central DMS platform, Doxis connects content from all integrated systems, provides it in the right context, and ensures that information is available exactly where you need it — directly within the respective business transaction.
Audit-Proof Archiving for Data and Documents
Print lists, invoices, quotations: with Doxis, incoming and outgoing documents from Microsoft Dynamics 365 are archived automatically, contextually, and in a compliant, audit-proof manner.
Direct Access to All Information
With Doxis, you have direct access to all relevant information. With just one click, you can seamlessly switch from a Doxis vendor or customer file to Microsoft Dynamics and back again.
Context Instead of System Boundaries
The DMS for Your Microsoft Dynamics Applications
Microsoft Dynamics Sales
- More efficient customer service with a 360° view of all customer information
- Instant access to all relevant information from initial contact to contract completion
- Seamless information flow between sales and service
Microsoft Dynamics Finance & Supply Chain Management
- Greater efficiency at lower costs through automated processes
- Audit-proof documentation of all transactions
- Compliance with security and regulatory requirements
Microsoft Dynamics Business Central
- A centralized data foundation instead of data silos
- Time savings through structured document management in the process context
- Reduced effort through continuous information availability
Documents, Data, and Processes Working Together
Features at a Glance
Synchronize Master Data and Use It Efficiently
Doxis transfers customer and supplier master data directly from Microsoft Dynamics into the DMS and makes it available across systems. Structured customer and supplier files are created automatically and include all related process information.
- Unified data model
- Automatic creation of customer and supplier files
- Context-based access through seamless integration
Audit-Proof Document Archiving
All documents created or processed in Microsoft Dynamics are automatically stored in the audit-proof Doxis archive and assigned to the appropriate business context. Information remains available at all times in compliance with GoBD requirements.
- Archiving of all incoming and outgoing documents
- Automatic linking of documents to business processes
- Integration with output management solutions
- Fulfillment of compliance requirements
Connect Processes Across Systems
Doxis connects your processes across departments and systems, ensuring seamless workflows — from document capture to archiving. Manual tasks are reduced, while transparent and traceable processes are created.
- Simple approval workflows for invoices, contracts, and quotations
- End-to-end mapping of processes such as Purchase-to-Pay
- Digital invoice and e-invoice processing
DMS for Microsoft Dynamics
One DMS, All Deployment Models
Cloud
Run Doxis as a scalable cloud solution and benefit from maximum flexibility and rapid availability.
On premises
Deploy Doxis in your own data center and maintain full control over your systems and data.
Hybrid
Combine cloud and on-premises environments and run Doxis exactly the way your business requires.
Your use cases. Fully digital.
Purchase-to-Pay Process
A fully digital, intelligent, and end-to-end procurement process — from demand to invoice.
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Automated Order Confirmation
Automatically capture, validate, and process order confirmations — with deviations instantly visible.
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Digital Contract Management
Manage contracts digitally throughout the entire lifecycle — from creation to archiving.
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Digital Supplier File
One central supplier file for all documents — structured and accessible at any time.
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Document Management
Manage documents company-wide and make them directly available within business processes.
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Digital Customer File
All customer-related information at a glance — for sales and service teams.
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Invoice Processing
Digitally capture, validate, and audit-proof archive incoming invoices, including electronic invoices.
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Your Benefits with a DMS for Microsoft Dynamics
360° View of Your Projects
Structured information consolidated from Microsoft and specialized business applications gives you a complete overview for faster decisions and accurate responses.
Eliminate Legal Grey Areas
Automate the archiving of emails, documents, and SharePoint content while reliably meeting retention and data protection requirements with full traceability.
Work in Your Familiar Environment
Continue working with your usual Office applications and seamlessly use integrated ECM functions to store, search, and manage documents.
Efficient and Error-Free Digital Processes
Eliminate delays caused by media disruptions and system changes, and benefit from transparent, automated workflows.
More from the Microsoft Ecosystem
With Doxis, you bring structure to Microsoft 365: documents, emails, and Teams content are managed centrally, audit-proof, and across systems. For greater transparency and more efficient collaboration across all channels.
Go for Gold with Doxis
Doxis is a certified Microsoft Gold Partner — the ideal foundation for your integration.
Only 1% of all Microsoft partners achieve Gold status — and Doxis has maintained it for years. This ensures that your Doxis solutions remain fully compatible with every Microsoft release and guarantees seamless integration between both systems. Doxis has achieved Gold status in four categories of the Microsoft Partner Program:
- Application Development
- Application Integration
- Data Center
- Data Analytics
FAQs about DMS for Microsoft Dynamics 365
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