Transparency for external business documents
External business documents are sent to your team in all kinds of formats and via different channels every day.
Using FlexxStore, you are able to store, attach and view external business documents within Dynamics 365 Finance & SCM.
Benefit from every document being referenced to your business cases and stored in a compliant file storage.
Easily upload external business documents
Drag & Drop
Attach external business documents to your Dynamics 365 business cases by drag & dropping them into the FlexxStore sidebar.
Choose freely, which documents types can be uploaded to which Dynamics business records.
Document scanning
Digitize business documents by leveraging the scan functionality of FlexxStore and attach scans to your desired business cases.
Scan external as well as internal documents, e.g. manufacturing or warehouse papers.
FlexxStore API
Use the FlexxStore REST API to attach documents from external sources in Dynamics 365 and store them in a compliant way.
Examples: 3rd party systems, Power Apps or various iPaaS solutions
Power Automate & FlexxStore
Using the FlexxStore REST API, you can easily create your custom document management process using Power Automate & Power Apps:
- Automatically add documents from your 3rd party CRM system to your sales orders in Dynamics 365 Finance & SCM and to your ECM
- Create your own Power App and enable your users to scan documents to Dynamics 365 using smartphones and tablets
- Use Power Automate and Azure Document Intelligence to extract information and attach documents to Dynamics 365
Work with documents anywhere in Dynamics 365
View document in Dynamics
View documents directly within Dynamics 365 Finance & SCM: E-Mails, Office-Files, PDF documents and images are supported by FlexxStore.
Add documents anywhere
Easily configure yourself, where FlexxStore functionality should be available in the UI: Adding, scanning and viewing documents.
Document modules
Organize your document types into document modules to ensure transparency, structure and efficient processes.
Excellent meta data
Define meta data requirements for each document type and by that ensure that meta data is consistent and future-proof.
Compliance and access rights management
FlexxStore ensures your external documents are stored in a compliant system and connected to your business processes and data in Dynamics.
Granular rights management enables your organization to manage document access on a highly detailed level, providing you with vast flexibility to configure your own security setup.
Explore all features of FlexxStore
Compliant archiving
Internal document management
External document management
Drag & Drop
Scanning
Flexible UI
Rights Management
Embedded Document Viewer
... and more