Microsoft Dynamics 365 for Finance and Operations lacks a feature that is becoming more and more important in the daily lives of many customers: The option to archive documents in a legally compliant manner directly from the application. The need is growing with stricter data protection guidelines. Businesses must store their sensitive documents in the ERP system in such a way that they are protected and audit-proof in the long term. A simple folder system is too insecure; external solutions mean additional effort. EASY for Dynamics 365 FO is one of the first integrations to enable businesses to archive documents directly from their Microsoft ERP system locally or in the Cloud.

A few steps are all that is required to connect the existing Microsoft Dynamics 365 FO application to the EASY archive securely. The integration archives incoming and outgoing documents; usually without anyone having to move their fingers to their keyboard. EASY for Dynamics 365 FO extracts document data and eliminates the effort of manually typing in all key information. Regardless of whether customers prefer to use the desktop application or the Dynamics web client – the archive integration recognizes all supported document types along with their metadata and attachments. Conversely, users can just as easily display documents from the archive in the Microsoft ERP system and work with them there. Supported document types include the most important everyday forms such as invoices, order confirmations, sales quotations and more.

EASY for Dynamics 365 FO archives in the background, while users continue working normally. There is no break in established processes. Archive integration is so seamless that users familiar with Microsoft Dynamics 365 FO will be able to master the new functions after minimal familiarization.

The integration is ideal for easy migration from the on-premises model to the cloud – either via private cloud server or via a provided EASY Cloud Archive. The subscription model with monthly costs per user lets customers manage their investment precisely. EASY for Dynamics 365 FO harmonizes perfectly with Microsoft’s new cloud strategy. With the GoB and DSGVO compliant archive for daily ERP processes, compliance issues are a thing of the past.

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For 30 years, EASY SOFTWARE AG, headquartered in Mülheim an der Ruhr, Germany, has been developing intuitive, customised software products for customers to digitise business processes, which can be seamlessly integrated into existing systems and automate, mobilise and optimise workflows of its customers worldwide. EASY provides these solutions on-premises, in the cloud and mobile.With more than 13,600 cross-industry installations, EASY SOFTWARE is one of the market leaders for software products and software solutions in Germany. Since its founding in 1990, the company has been active in 60 countries and currently employs almost 400 people. EASY SOFTWARE has a network of around 100 partners. Its international subsidiaries are located in Europe, Asia and the USA.With the acquisition of Apinauten GmbH from Leipzig, EASY SOFTWARE AG made a technology acquisition with the multi-experience platform ApiOmat at the end of 2018, which provides access to new customer segments in the attractive and strongly growing cloud business.Since the merger of Apinauten GmbH with EASY ENTERPRISE SERVICES GmbH in August 2019, the ApiOmat platform has been under the banner EASY APIOMAT GmbH.In the 2020 financial year, the EASY SOFTWARE Group achieved sales revenues of EUR 49.2 million.
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