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Documents under control: DMS within Business Central

Store documents securely and use them in the ERP with Yaveon 365 DMS Connect: for full focus on your customers.

Directly networked: creating a connection between DMS & Business Central

Automatic filing: Documents & receipts into the DMS at the touch of a button

Working in compliance: audit-proof archiving for secure storage

Stapel von leuchtenden Papierblättern auf digitalem Hintergrund.

More than 750 companies worldwide rely on Yaveon

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How Yaveon 365 DMS Connect securely manages your documents.

Simple, time-saving operation

Simply drag documents into the drop zone and edit the automatically generated keywording. The document is seamlessly integrated into the archive.

Maximum flexibility

You can configure which attributes and metadata go into the archive together with your documents.

Automatic archiving

Depending on the document type in Business Central, you can transfer your documents automatically either in the background or directly at the time of printing.

Standardized customizable

The interface between your ERP and DMS is quickly set up with templates for document types. Thanks to configurability, you can also archive data from add-ons.

Seamless integration for noticeable efficiency.

With Yaveon 365 DMS Connect, your document management becomes a seamless part of Microsoft Business Central. Teams securely access all relevant documents from the ERP system without any media disruptions. The result? Time savings, increased quality and more focus on the activities that make your company successful.

Key features for document management in Business Central

Interface
Configuration
Setup

DMS and Business Central connected

Documents available digitally, centrally and at any time - save time and promote smooth collaboration.

Connecting Business Central to a DMS

No paper filing

Cross-location and cross-user document access

Document archiving and file view

Document view with PDFs and a drop zone icon.

Intelligent configuration

By setting document types precisely and viewing processes clearly, you save time and start quality audits with confidence.

Individually configurable document types

Quick setup using templates

Smooth operation thanks to integrated monitoring

Transparency during audits thanks to error control and history

Order confirmation document with addresses and details visible.

Flexible setup

The app supports numerous DMS systems, intuitive setup wizards and templates enable a quick, uncomplicated start.

Selection of the DMS type

Defining new message types

Setup wizard available

Activation of numerous templates possible

Dynamics 365 Business Central dashboard with message setup list.
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More insights, more possibilities.

Yaveon 365 DMS Connect is part of a well thought-out overall concept, because all Yaveon apps work together seamlessly. Whether it's about compliance or efficiency - Yaveon 365 supports you in achieving your goals. You can find all the benefits and areas of application of our ERP in our brochure.
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Our work is much more stable today than it used to be, processes are straightforward and can be tracked. With the solution of Yaveon, we cover our industry-specific problems perfectly.
— Tobias Friedrich, Epple Druckfarben AG 
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The most common questions about Yaveon 365 DMS Connect:

What is Yaveon 365 DMS Connect and what is the app used for?

The Yaveon DMS interface seamlessly connects Microsoft Dynamics 365 Business Central with a document management system (DMS). It enables digital access to archived documents directly from the ERP - for structured storage, fast availability and paperless processes.

Which DMS systems is Yaveon 365 DMS Connect compatible with?

The interface is designed for the DMS from d.velop.

How does document archiving via Yaveon 365 DMS Connect work?

Documents such as invoices, delivery bills or purchase orders are automatically archived when they are created. They can be called up directly from the ERP - across all locations, audit-proof and traceable at any time.

What benefits does Yaveon 365 DMS Connect offer compared to manual document storage?

Automated archiving saves time, reduces errors, makes searching easier and ensures a uniform, digital document structure. Manual filing processes are completely eliminated - reducing costs and increasing efficiency.

How time-consuming is it to set up the interface?

The interface can be easily set up with the help of a wizard. Templates and predefined structures make it easy to get started - if required, Yaveon can of course also provide support with advice and implementation.

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