Read our blog article about the benefits of combining your Dynamics 365 Finance and Operations system with your DMS/ECM system by leveraging FlexxStore and Power Automate:
Integration challenges between ECM/DMS-system and Dynamics 365 Finance & SCM
Connecting Dynamics 365 Finance & SCM with existing Document Management Systems (DMS) or Enterprise Content Management (ECM) systems can be a difficult task. One of the main difficulties is the media breaks between DMS/ECM systems and Dynamics 365. These media breaks can interrupt the exchange of information, causing inefficiencies and possible errors. Furthermore, the integration process needs to ensure a smooth data flow, preserve data quality, and provide a user-friendly interface. The integration must also support the diverse document types and formats used in various business processes, adding another layer of difficulty to the task.
The Benefits of using FlexxStore for integration
FlexxStore offers a solution to these challenges. As a document management client built directly into Dynamics 365 Finance & SCM, it allows for process-oriented enterprise content management. With FlexxStore, your business documents are fully integrated with your processes in Dynamics 365, enabling best-in-class knowledge management for your team. FlexxStore archives Lasernet, SSRS, and Electronic Reporting reports as they are generated within Dynamics 365 and references them to the relevant business case. In addition, external documents can easily be archived via Dynamics 365 and remain connected to specific business cases. This context-relatedness means that users don’t have to search for documents, but FlexxStore displays all relevant documents automatically within seconds.
Enterprise-level solutions with Power Automate
Power Automate is a powerful tool that can automate workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. It provides a way to create enterprise-level, customizable solutions that can automate repetitive tasks, streamline business processes, and enhance productivity. In the area of document management and handling, Power Automate can be used to automate tasks such as document creation, approval, storage, and retrieval, making it an invaluable tool for businesses.
Opportunities with FlexxStore & Power Automate
Leveraging the possibilities of low-code automation, our newly available connector for FlexxStore on Power Automate opens up numerous opportunities for flexible document handling while maintaining strong integration with Dynamics 365 Finance & SCM. Power Automate can automate the process of adding, updating, and retrieving documents in FlexxStore, expanding its capabilities to a wide range of other enterprise applications. Moreover, with FlexxStore’s out-of-the-box integrations with easy archive, SharePoint Online, and Azure Storage, businesses can leverage a powerful ecosystem for document storage and management.
Some use cases enabled by combining FlexxStore & Power Automate:
- Add external documents to your document management solution via Dynamics 365, enabling your users to view all relevant documents within the context of Dynamics 365 business processes, no matter their source system
- Handle documents and extract contents using Microsoft Azure AI capabilities and customize how different documents are archived via Dynamics 365
- Connect Power Apps with Power Automate and FlexxStore to flexibly scan external documents to Dynamics 365 Finance & SCM using different mobile devices
If you would like to explore how you can benefit from Power Automate and FlexxStore, contact us now for a free trial of FlexxStore for Dynamics 365 Finance & Operations!
