Shareflex® Documents for Dynamics 365 BC
Shareflex enhances your Microsoft Cloud environment with a comprehensive enterprise content management solution – seamlessly integrated, audit-proof and ready to use straight away.
Shareflex is not just another third-party system: it enhances your existing Microsoft infrastructure with professional DMS capabilities. All documents remain within your Microsoft 365 environment, under your full control.
❌ No audit-proof archiving in accordance with GoBD requirements
❌ No transaction-based storage of incoming and outgoing documents, including emails and their attachments – no end-to-end document flow
🔒 Documents are stored in BC but are not accessible to staff without a BC licence
❓ Lack of transparency: Where is the latest version? Who last edited it?
⌛ Manual invoice processing ties up resources and delays payment runs
✅ Users continue to work in their familiar environment within the DMS – BC users utilise the BC interface for document storage and editing, whereas non-BC users can edit documents directly within the SharePoint/Shareflex interface
✅ You can use your existing Microsoft licences
🧑💼 User administration and rights management are handled via BC and Microsoft 365 / Entra ID
✅ Pure SaaS solution – no additional infrastructure required
Experience Shareflex directly within the Dynamics 365 BC environment. We’ll show you how the integration works and answer any questions you may have. There’s no obligation and it’s free of charge. Book your preferred date now!
Whitepaper: Document-centric business processes with Microsoft 365
This white paper explains in detail what enterprise content management (ECM) involves. It also provides answers to the following questions: What are the advantages of ECM? When and why is ECM necessary? And is Microsoft 365 the right platform for ECM? Download now for free!
Digital sovereignty is becoming increasingly important in Europe: Microsoft technology, combined with a powerful DMS, enables businesses to manage sensitive data securely, control processes efficiently and reliably comply with regulatory requirements.
Microsoft is strengthening its customers’ digital resilience with the promise of digital resilience through greater transparency, control and legal protection. Read here why this is so important right now, what it means for ECM customers, and what specific changes will take place.
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Patrick Carl
Chief Sales Officer
Email: info[at]portalsystems.de
