How does document management work with FlexxStore?

FlexxStore is an Enterprise Content Management (ECM) client that connects various third-party systems for document management, ECM and archiving with Microsoft Dynamics 365 Finance & SCM. The solution enables process-oriented enterprise content management and fully integrates your business documents into existing ERP workflows.

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Automatic document archiving

FlexxStore automatically archives internal documents as they are generated in Dynamics 365 Finance & SCM. Supported report engines: SSRS, Lasernet, Docentric and Electronic Reporting.

External documents can be added via drag & drop, document scanning or via the FlexxStore REST API.

Seamless integration with Dynamics 365 Finance & SCM

Documents can be viewed directly within Dynamics 365 Finance & SCM, and access rights are easily managed within Dynamics 365.

All FlexxStore functionality is flexibly configurable in the user interface for adding, scanning and viewing documents.

Context-related document management

Documents are linked to various business data (accounts, orders, etc.) by setting references.

Each document is referenced to business cases and stored in a compliant file store, ensuring transparency for all business documents.

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Use our interactive demos to see how FlexxStore simplifies day-to-day document management.

Extended functions in document management

Use the advanced document management features of FlexxStore for maximum efficiency.

Power Apps & Power Automate integration

Create customized document management processes with Power Automate.

Scan documents with smartphones/tablets via Power Apps or use Azure Document Intelligence for automatic document extraction.

Flexibility with the FlexxStore REST API

Receive documents from external systems via the FlexxStore REST API.

Document attachments from third-party systems, Power Apps or various iPaaS solutions are automatically referenced and securely stored in Dynamics 365.

Integrated document display

View archived emails, Office files, PDF documents, images and e-invoices directly in Dynamics 365 Finance & SCM without external programs.

The integrated document viewer supports all common formats.

Document modules & metadata

Organize document types into document modules for transparency and efficient processes.

Define metadata requirements for each document type and ensure consistent, future-proof data structures.

Granular rights management

Manage document access at a highly detailed level.

The flexible authorization structure allows your organization to configure individual security setups with the standard Dynamics 365 role concept.

Comprehensive report engine support

Full support for SSRS, Electronic Reporting, Docentric and Lasernet.

Internal business documents are automatically archived as part of your business processes and linked to the corresponding business cases.

Archive invoices with Invoice Capture

Invoice Capture transfers invoice documents as attachments. 

Archive these attachments in a legally compliant manner and speed up accounting processes with the flexible document display. 

Manage expense receipts easily

Dynamics 365 expense management enables employees to upload expense receipts to Dynamics. 

The receipts are automatically archived after expense approval and are available for further viewing. 

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FlexxStore integrations for Dynamics 365

Connect FlexxStore to your favorite document management systems and cloud storage solutions.

easy archive

Connect your Dynamics 365 Finance & SCM with the powerful ecosystem around easy archive using FlexxStore.

swiDOC

Securely archive business documents with the Swiss digital archiving solution swiDOC.

CMIS

Archive documents from Dynamics 365 in any archive system that supports the CMIS standard.

SharePoint (soon)

Rely on SharePoint Online as a document repository for business documents from Dynamics 365 Finance & SCM.

Frequently asked questions about document management in Dynamics 365

1How does the FlexxStore integration in Dynamics 365 work?
FlexxStore integrates directly into Microsoft Dynamics 365 Finance & SCM as an Enterprise Content Management (ECM) client. Installation takes place via the standard installation process, and once configured, users can immediately start using document management without leaving the familiar Dynamics 365 interface.
2Which report engines does FlexxStore support?
FlexxStore currently supports SSRS (SQL Server Reporting Services), Lasernet, Docentric and Electronic Reporting for the automatic archiving of internal documents. External documents can be processed in all common formats such as PDF, Word, Excel, PowerPoint and image formats (JPG, PNG, TIFF).
3How does document scanning work with FlexxStore?
FlexxStore offers integrated scanning functionality for digitizing business documents. You can scan external and internal documents (e.g. production or warehouse documents) and attach them directly to the desired business cases in Dynamics 365. You can also use smartphones and tablets for document scanning via Power Apps.
4Can external documents be added via drag & drop?
Yes, external business documents can simply be dragged and dropped into the FlexxStore sidebar to attach them to Dynamics 365 business cases. You can freely choose which document types can be uploaded to which Dynamics business data records. The documents are enriched with configurable metadata.
5Can documents that have already been archived be displayed in Dynamics 365?
Yes, FlexxStore offers the option of displaying documents that have already been archived in Dynamics 365. This is particularly helpful, for example, to have systems from the previous system available in Dynamics 365 after an ERP implementation.
6What is the FlexxStore REST API?
The FlexxStore REST API makes it possible to automatically attach documents from external sources to Dynamics 365 and store them in a compliant manner. Examples include third-party systems, Power Apps, Power Automate or various iPaaS solutions. You can also use Azure Document Intelligence for automatic information extraction.
7Why is FlexxStore better as a native ECM client in Dynamics 365 than an iFrame solution?
FlexxStore is directly integrated into Microsoft Dynamics 365 Finance & SCM. This provides a seamless user experience, enhanced security and full support for features such as single sign-on, data governance and audit trails. It also meets all Microsoft standards for cloud ERP and remains compatible with One Version upgrades - a clear advantage over iFrame-based solutions.
8How are access rights managed in FlexxStore?
FlexxStore provides granular permissions management that allows organizations to manage document access at a highly detailed level. Permissions are easily configured within Dynamics 365 and offer great flexibility for individual security setups to meet compliance requirements.
9Which versions of Dynamic 365 Finance & SCM are supported?
FlexxStore is supported in both the cloud and on-premises versions of Dynamics 365 Finance & SCM. The One-Version philosophy is fully supported by regular updates of FlexxStore.
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Get started now with FlexxStore for Dynamics 365 Finance & SCM!

Optimize your Enterprise Content Management in Dynamics 365 Finance & SCM with FlexxStore. Use SSRS, Lasernet, Docentric, Electronic Reporting and REST API integration for maximum efficiency.

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