DMS for Microsoft 365

With the Doxis DMS, your information in Microsoft 365 finally gains a clear structure. Documents, emails, and Teams content are consolidated across systems and stored in a compliant and audit-proof manner. This helps you maintain full visibility and collaborate more efficiently across all channels:

  • Microsoft 365
  • Microsoft Teams
  • Microsoft Outlook
  • Microsoft SharePoint

Doxis Intelligent Content Automation

Intelligent Document Management for Microsoft Office 365

Doxis complements Microsoft 365 precisely where SharePoint reaches its limits as a document management system. Instead of relying on complex custom development, Doxis enables structured, compliance-compliant processes — with audit-proof archiving, AI-powered document processing, and automated workflows. Fully integrated into your familiar Microsoft environment.

The Microsoft integration with Doxis works with all new and legacy versions, both on-premises and in the cloud.

Bye System Changes and Media Disruptions

Doxis enhances your Microsoft 365 applications with essential DMS capabilities: store documents and emails directly from Outlook, Office, or SharePoint and access them anytime — including a complete 360° overview.

Collaboration the Way It Should Be

With Doxis, emails and files become accessible across departments: Doxis digital files consolidate all information related to a business case and create a shared, transparent information base.

Always Reliable, Always Secure

Doxis makes workflows more secure and processes more reliable: emails and documents are always archived in an audit-proof manner, while automated workflows reliably manage approvals and follow-up tasks.

Context Instead of System Boundaries

The DMS for Your Microsoft Office 365 Applications

Microsoft Teams

Microsoft Sharepoint

Microsoft Office 365

Microsoft Outlook

Your Microsoft 365 Content in 360°

Features at a Glance

Structure and Context for Microsoft SharePoint

With Doxis, SharePoint evolves from a simple document repository into an integrated part of your information management. Documents are no longer isolated but clearly assigned and always available within the right business context.

  • Securely archive documents: Automatically archive content from SharePoint and SharePoint Online and re-index it when needed
  • Keep information connected: Integrate documents and digital files directly into SharePoint and provide them in the right context
  • Work seamlessly across systems: Use content from Doxis and SharePoint together without media disruptions

Structured Email Management for Microsoft Outlook

With Doxis, you automate inbox processing, gain full 360° transparency, and give your Outlook workflows a noticeable upgrade:

  • Audit-proof archiving: Archive emails and attachments automatically, via drag-and-drop, or through journal archiving
  • Structured filing: Automatically bundle, store, and retrieve all information and content related to a business case using digital files
  • Integrated processes: Automatically capture, classify, contextualize, and route emails, online forms, and more to the right people

Better Collaboration in Microsoft Teams

With Doxis, you combine ad-hoc collaboration and real-time communication in Microsoft Teams with intelligent information management.

  • Teams content in context: Bundle content from different systems in digital files or digital workplaces and access it directly within Teams
  • Archive Teams content securely: Archive important documents and business-relevant Teams chats in Doxis in a compliant and always accessible way
  • Dedicated workspaces: Assign each team its own Doxis workspace for data and documents and keep all information continuously accessible

Structured Document Management in Microsoft 365

With Doxis, you benefit from core DMS capabilities directly within Microsoft 365. This turns document creation in Word, Excel, and PowerPoint into structured document management.

  • Store content securely: Save, consolidate, and permanently retain content from all Microsoft 365 applications in Doxis
  • Transparent version control: Keep document changes traceable across departments, even during collaborative editing
  • 360° overview: Bring scattered information together in the right business context and use it efficiently

DMS for Microsoft Office

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.

More from the Microsoft Ecosystem

With Doxis, you extend Microsoft Dynamics 365 with direct access to all relevant documents and information. Content from connected systems is available exactly where it’s needed — directly within the respective business process.

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
Microsoft Partner

Experience Doxis Live

Experience Doxis, the next-generation Enterprise Content Management system. With customizable workflows, content bridges to your third-party systems, and extensive expansion capabilities, Doxis enables future-proof and scalable information management.

Request your personal live demo today.

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FAQs about DMS for Microsoft Dynamics

How does Doxis complement Microsoft 365 as a document management system?
Doxis extends Microsoft 365 with advanced document management capabilities that go beyond standard file storage and collaboration. Documents, emails, and Teams content are consolidated across systems, organized in the right business context, and managed throughout their lifecycle. This enables organizations to work within their familiar Microsoft environment while benefiting from structured information management, audit-proof archiving, and automated business processes.
Why use Doxis together with SharePoint?
While SharePoint is a powerful collaboration and content-sharing platform, many organizations require additional capabilities for enterprise-wide document management, compliance, and process automation. Doxis complements SharePoint by providing audit-proof archiving, structured digital files, workflow automation, and centralized information management. Together, they enable users to access documents in the right business context while maintaining governance and compliance requirements.
How does Doxis improve email management in Microsoft Outlook?
Doxis helps organizations manage emails as business-relevant records rather than isolated messages. Emails and attachments can be archived automatically, linked to the appropriate business case, and retrieved whenever needed. This creates greater transparency, reduces manual filing efforts, and ensures that important communications remain available and compliant with retention requirements.
Can Doxis archive Microsoft Teams content in a compliant manner?
Yes. Doxis enables organizations to archive business-relevant Teams content, including documents and collaboration-related information, in a secure and compliant manner. Archived content remains accessible, traceable, and linked to the appropriate business context, helping organizations meet governance, compliance, and information management requirements.
How does Doxis support collaboration across Microsoft 365 applications?
Doxis connects information from Microsoft Teams, Outlook, SharePoint, and other business systems within a unified information management platform. Digital files consolidate documents, emails, and related content for a specific customer, supplier, contract, or project. This creates a shared information base that improves collaboration, reduces information silos, and helps employees find the information they need more quickly.
Can Doxis be deployed with Microsoft 365 in cloud, on-premises, or hybrid environments?
Yes. Doxis supports cloud, on-premises, and hybrid deployment models and can be integrated with both current and legacy Microsoft environments. Organizations can choose the deployment option that best matches their IT strategy, security requirements, and compliance policies while maintaining seamless access to information across Microsoft 365 applications.

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