Integrating OnBase with your Microsoft Dynamics applications
With the OnBase and Microsoft Dynamics ERP integration – including integrations for Dynamics AX, GP and NAV – organizations can connect transactional data stored in their Dynamics applications with supporting information stored in OnBase.
Directly from their Dynamics ERP screens, users quickly access needed information – like an invoice’s related purchase order and packing slip – while also taking advantage of native OnBase functionality like adding notes to documents. This not only speeds up processes but also frees up staff time to focus on other important tasks and initiatives.
Transform processes enterprise-wide with an OnBase and Microsoft Dynamics ERP integration
By integrating Microsoft Dynamics with OnBase, all of the information needed to process transactions is instantly available directly from Dynamics screens including email, scanned images, electronic documents and forms.
As a result, users can:
Speed up business processes by accessing needed documents with a single click in their Dynamics ERP
Take advantage of automated indexing using values from Dynamics data to populate keyword fields when indexing documents in OnBase, shortening cycle times
Reduce costs by eliminating duplicate data entry and error-prone manual indexing
Take advantage of multiple attachment options to accommodate various points in business processes, providing users with all the information they need to make business decisions
Ready to learn more? Contact us to speak with an OnBase expert to find out how your organization can benefit by integrating OnBase with your Microsoft Dynamics ERP.