enaio® Integration for Business Central
Connect ERP and Document Management Intelligently
Our integration seamlessly connects Microsoft Dynamics 365 Business Central with the enaio® Enterprise Content Management system.
We handle the Business Central integration and ensure seamless end-to-end ERP processes. enaio® implementation and support are provided by our partner Optimal Systems.
Challenges
When ERP and Documents Go Their Separate Ways
Many companies work with two separate worlds every day. Customers, vendors, products and invoices are managed in the ERP system, while documents such as contracts, technical documentation, quality documents, emails and project files are stored in a document management system or on network drives.
Business data and documents belong together – yet in day-to-day operations, they are often managed separately.
Information Scattered Across Multiple Systems
Employees have to search for information across different systems. Documents are stored multiple times and are not always available in the right context.
Incomplete and Duplicate Data
Business processes remain incomplete because documents and ERP data are managed separately. At the same time, master data has to be maintained in multiple systems.
Slow Processes and Unnecessary Effort
Disconnected systems and time-consuming searches slow down workflows and make efficient processes more difficult.
This is exactly where our integration between Microsoft Dynamics 365 Business Central and enaio® comes in. It connects business data and documents to create a seamless flow of information.
Enterprise Content Management
What Is enaio®?
Central Platform
enaio® by Optimal Systems is one of the leading Enterprise Content Management systems in the German-speaking market, bringing documents and information together in one central location.
Compliant Archiving
Contracts, HR files, quality documents, project files and technical documentation are archived securely and in compliance with regulatory requirements – and are available exactly where they are needed.
Intelligently Connected
Combined with Microsoft Dynamics 365 Business Central, enaio® creates seamless processes in which ERP data and documents are intelligently connected.
Integration That Adds Value
Business Central and enaio® Working Hand in Hand
With our own Business Central integration, we enable both systems to exchange information automatically. Our integration architecture already supports the automated provision and synchronisation of master data via modern web services. This includes, for example, G/L accounts as well as VAT and posting groups.
The architecture has been deliberately designed to be modular and can be extended to include additional business objects and processes. This creates a stable foundation for individual integration scenarios between Business Central and enaio®.
Your Benefits at a Glance
Greater Efficiency Through Integrated Processes
Connect Business Central and Your DMS
Business data and documents are available together – directly within the relevant process.
Automatic Synchronisation
Master data can be synchronised automatically between Business Central and enaio®.
Modern API Architecture
Communication takes place via web services and can be extended flexibly.
Fewer System Breaks
Information no longer needs to be maintained multiple times or searched for across different systems.
Flexible and Scalable
The integration can be extended to include additional master data, document types and business processes.
Developed by OTE
Our integration was developed specifically for Business Central and can be tailored to your individual requirements.
Typical Use Cases
Documents Where You Need Them
Our integration supports a wide range of document types and business processes – directly within the relevant working context.
Customer and Supplier Files
Assign all relevant documents directly to the respective customer or supplier.
Contract Management
Manage contracts centrally and link them to the relevant business data.
Quality Management
Manage quality documents securely and in compliance with regulatory requirements, keeping them available whenever needed.
Project Documentation
Store project documents in a structured way and access them directly within the relevant process.
Technical Documentation
Manage technical documents centrally and provide them in the right context.
Incoming and Outgoing Documents
Automatically assign documents and records to the appropriate business processes.
Business Process Archiving
Archive business transactions securely and in compliance with regulatory requirements, maintaining a transparent long-term record.
Custom Document Workflows
Adapt document workflows flexibly to your requirements and processes.
Finding the Right Solution
Document Capture or enaio®?
Two solutions – different strengths. Find out which solution best fits your requirements.
Automatically Capture and Post Incoming Invoices
Automate incoming invoice processing directly in Microsoft Dynamics 365 Business Central.
Recommended solution:
→ Continia Document Capture + enaio®
Digitise Invoice Approvals
Digitise approval workflows and speed up incoming invoice processing.
Recommended solution:
→ Continia Document Capture + enaio®
Establish Company-Wide Document Management
Manage documents centrally and create a structured, compliant document archive.
Recommended solution:
→ enaio®
Manage Contracts, HR Files and Quality Documents
Manage business-critical documents throughout their entire lifecycle – structured and available whenever you need them.
Recommended solution:
→ enaio®
Intelligently Connect ERP and Document Management
Connect Microsoft Dynamics 365 Business Central with powerful document management and access documents directly from your business processes.
Recommended solution:
→ Continia Document Capture + enaio®
Digitise the Entire Document Lifecycle
Combine automated invoice capture with company-wide document management – from incoming invoices through to compliant archiving.
Recommended solution:
→ Continia Document Capture + enaio®
Why OTE?
Your Business Central Integration Specialist
Our strength isn’t implementing a document management system. Our strength is connecting Microsoft Dynamics 365 Business Central seamlessly with your document management solution. For many years, we have helped companies implement and enhance Business Central. With our own enaio® integration, we bring documents and business data together exactly where they are needed in day-to-day operations. Together with Optimal Systems, we create solutions that enable ERP and document management to work seamlessly together.
You Ask. We Answer.
FAQs
Do I Need to Have enaio® Already?
No. If you are planning to introduce a document management system, we will support the project together with our partner Optimal Systems. Optimal Systems handles the enaio® implementation, while we take care of the integration with Microsoft Dynamics 365 Business Central.
Is the Integration a Standard Solution?
Our integration provides a flexible foundation for connecting Business Central and enaio®. Depending on the project, it can be tailored and extended to meet your specific requirements.
Can Additional Business Objects Be Integrated?
Yes. The integration architecture is modular and can be extended to include additional master data, document types and business processes.
Is Synchronisation Automatic?
Yes. Synchronisation processes can be scheduled or triggered by events. Our integration already supports automated synchronisation of selected master data through background jobs.
Get Business Central and enaio® Working Together.
In a no-obligation consultation, we'll show you how to:
- Connect Business Central and enaio®: Access and manage documents directly from your business processes.
- Synchronise master data automatically: Keep information consistent across both systems.
- Create digital processes: Seamlessly connect your ERP system and document management.
- Extend the integration flexibly: Add further master data, document types and business processes.
Together with Optimal Systems, we develop a solution tailored to your requirements and designed to support your digital business processes for the long term.
Talk to our Business Central and enaio® experts – we'd be happy to advise you personally.
We look forward to hearing from you.
Thank you for contacting us.
We will get back to you shortly.
Until then,
Best regards,
Your OTE GmbH Team