Microsoft Dynamics Integration with OnBase

Leverage this integration to cut costs across your business and improve process efficiency. 

Organizations can connect Microsoft Dynamics-stored transactional data with corresponding information in Hyland’s OnBase solution using the OnBase-Dynamics ERP integration. This integration includes Dynamics AX, GP, NAV, and D365. 

As an enterprise information management solution, Hyland’s OnBase connects with Dynamics ERP to help users access tools, functionality, and information in OnBase and using OnBase’s native functions. Users will be able to view documents, add notes to documents, email documents, and view a document’s history without leaving the Dynamics interface. For example, a user can access an invoice’s related purchase order and packing slip – speeding up processes in addition to giving staff their time back to focus on more strategic initiatives and tasks. 

OnBase + Microsoft Dynamics ERP Integration = Transform Your Digital Processes

Users have all the information they need to process transactions – available instantly from a Dynamics screen – by integrating Microsoft Dynamics with OnBase. This capability includes seeing email, forms, electronic documents, and scanned images. Users can:

  • Cut costs by eliminating the human-error element associated with manual indexing and data entry.
  • Populate keyword fields if they are indexing documents in OnBase by leveraging automated indexing with values from Dynamics data.
  • Enjoy faster business processes with one-click access to the documents they need in Dynamics ERP.
  • Use multiple attachment options to access all resources and content.
  • Initiate new workflows using eForms or workflow times acting on Dynamics data.

In addition, OnBase can take transactions from Dynamics and inject them into a configurable workflow where over 300 rules and actions can be configured to route the transaction and give users the ability to take actions on the transaction. Adding data to the transaction, adding supporting documents, and approving or denying a transaction are some examples. OnBase can even make these transactions accessible on mobile and have users interact from their mobile devices or their email. The power of OnBase is the configurability of the workflow and the integration to make projects like these configurable versus custom-coded.  

Leverage This Integration to Improve Accounts Payable Processes

For invoicing specifically, users can improve the approval and posting of invoices with flexible automation options that remove manual steps. This integration provides advanced data integration and increased visibility for data and documents that accelerate the procure-to-pay process.

Organizations leveraging this integration for accounts payable will see improved process controls and tracking, faster payment processes, and reduced manual indexing with intelligent capture.

You’ll also reduce paper dependency and enjoy real-time information processing with all documentation captured and stored electronically in one centralized system.

Users will see shortened cycle times, lower labor costs, more efficient business processes, and better decision-making capabilities with Microsoft Dynamics-Hyland OnBase integration. If you’re interested in getting started, contact All Star today.

Request A Demo > Contact Us >

ACCELERATING Business Processes