{"id":2541,"date":"2022-02-21T19:44:19","date_gmt":"2022-02-21T19:44:19","guid":{"rendered":"https:\/\/www.metaoption.com\/blog\/?p=2541"},"modified":"2022-02-21T19:44:22","modified_gmt":"2022-02-21T19:44:22","slug":"document-management-system-for-dyn365bc","status":"publish","type":"post","link":"https:\/\/www.metaoption.com\/blog\/dynamics-365-business-central\/metadocs-document-management\/document-management-system-for-dyn365bc\/","title":{"rendered":"Future is in the Cloud: Cloud-based Document Management System for Dyn365BC"},"content":{"rendered":"\n<p>Nowadays, most business organizations have been using some sort of document management. Either it is on paper, or online. While we at MetaOption have encouraged businesses to digitize documents for years, many businesses are just starting to move their\u00a0<a rel=\"noreferrer noopener\" aria-label=\"Document Management Systems\u00a0(DMS) (opens in a new tab)\" href=\"https:\/\/www.metaoption.com\/metadocs-document-management-add-on-for-dynamics-nav\/?utm_source=mo&amp;utm_medium=blog+&amp;utm_campaign=DMS\" target=\"_blank\">Document Management System\u00a0(DMS)<\/a> into the cloud. Look why cloud-based document management systems are becoming so popular that they are the norm rather than the exception.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"652\" height=\"344\" src=\"https:\/\/www.metaoption.com\/blog\/wp-content\/uploads\/2022\/02\/post-banner-4.jpg\" alt=\"Cloud-based Document Management System for Dyn365BC\" class=\"wp-image-2542\" title=\"\" srcset=\"https:\/\/www.metaoption.com\/blog\/wp-content\/uploads\/2022\/02\/post-banner-4.jpg 652w, https:\/\/www.metaoption.com\/blog\/wp-content\/uploads\/2022\/02\/post-banner-4-300x158.jpg 300w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_cloud-based_document_management\"><\/span>Benefits of\ncloud-based document management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Managing documents and data into the cloud offers a variety of benefits which includes:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Robust Data Backup<\/strong><\/h4>\n\n\n\n<p>With cloud-based DMS, every sort of data is backed up, ensuring that you will not lose any important information. This precious information helps your business organization to make better decisions and keep business moving.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Anywhere access <\/strong><\/h4>\n\n\n\n<p>Remote web access is now anywhere access.\u00a0<a href=\"https:\/\/www.metaoption.com\/dynamics-365-business-central\/?utm_source=mo&amp;utm_medium=blog+&amp;utm_campaign=DMS\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Cloud services (opens in a new tab)\">Cloud services<\/a> make it easier for both remote and in-person teams to collaborate and communicate. Access anywhere makes your organization more flexible in how it acquires and supports talent. In addition, anywhere access can simply help business processes to move faster. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Low maintenance cost<\/strong><strong><\/strong><\/h4>\n\n\n\n<p>A cloud solution often implies low\nto no hardware costs, as well as automatic updates that keep systems up-to-date.\nThis can be complete with the help of your IT team; an active IT team means a robust\nbusiness, especially when it comes to&nbsp;business continuity.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Securing Sensitive Data<\/strong><\/h4>\n\n\n\n<p>In addition to providing, backups and multiple availability zones for your data, cloud services often come with automatic updates and patches and likely have more staff loyalty to securing information i.e., \u00a0stored or transferred to and from the cloud. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_choose_the_best_Cloud_Document_Management_System\"><\/span>How to choose the best Cloud Document Management\nSystem?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>I hope that it\u2019s now clear to you to move on cloud or not. If yes then the next question is which cloud document management system will be good for your business organization. Let me clear to you that not all <a href=\"https:\/\/www.metaoption.com\/metadocs-document-management-add-on-for-dynamics-nav\/?utm_source=mo&amp;utm_medium=blog+&amp;utm_campaign=DMS\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"cloud document management systems (opens in a new tab)\">cloud document management systems<\/a> are created equal. Although there are no hard and fast rules, here are some factors you may want to consider while selecting:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Flexibility<\/strong><\/h5>\n\n\n\n<p>Flexibility must be in both capability and costing, flexibility are the most important factor in the list of your needs. Industries can change in an instant, so it is necessary for your business to adapt as quickly as possible to disruptions and difficulties in the market.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Robust capability<\/strong><\/h5>\n\n\n\n<p>Whether your Cloud DMS can manage a task on its own, or integrate with a platform that does. Be sure that either it is capable to handle your organization\u2019s current needs, and potential future initiatives or not.<\/p>\n\n\n\n<p>With the integration of Business Central and Document Management System i.e., MetaDocs, you can streamline your business process into the cloud. In addition, it enables companies to reduce their carbon footprint, easily share files, and save time in document retrieval. It can minimize the need for specialized file-sharing infrastructure since file-sharing can be finished within Dynamics 365 Business Central.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"With_MetaDocs_%E2%80%93_Document_Management_System_you_will_get_the_following_features\"><\/span>With MetaDocs \u2013 Document Management System you\nwill get the following features:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Drag\n&amp; Drop from Outlook<\/strong>&nbsp;<\/h4>\n\n\n\n<p>MetaDocs enables users to Drag &amp; Drop emails &amp; attachments (Single or Multiple) from Outlook to any Microsoft Dynamics 365 Business Central record with a simple drag and drop. It can be done by:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Convert to PDF, messages, text, word, or Html<\/li><li>Create a zip of the email and attachments<\/li><li>Extract attachments on the fly<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Perform\nAudits in Minutes<\/strong><\/h4>\n\n\n\n<p>With Metadocs, you can collect all your data or information in a single repository, and compare reports on who accesses documents and when. This also helps managers so that they can prepare for audits in a short time with no pain.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Metadata\nfor Document Management System<\/strong>&nbsp;<\/h4>\n\n\n\n<p>Metadata helps your business to\ntrack&nbsp;daily e-mails, invoices, receipts, and more by automatically\narchiving documents from Dynamics 365 Business Central such as invoices and\nquotations. Metadata is an invaluable tool for you to use. Here are the reasons\nwhy: <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Effective document classification<\/li><li>Easier document searching<\/li><li>Streamlined data sharing<\/li><li>Improved Accountability<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Access Permissions\/ User Permissions<\/strong><\/h4>\n\n\n\n<p>One of MetaDocs&#8217; greatest features is the capability to\u00a0share documents\u00a0with external individuals. This feature creates a\u00a0private portal\u00a0where external clients or business partners can have read-only access to your virtual file cabinet.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>To share a document, a user simply selects\u00a0one or more users\u00a0that should have access to it.<\/li><li>The user\u00a0checks off\u00a0the documents, which the user or groups should have access.<\/li><li>When the external individual logs into the MetaDocs document management system, they present with the same interface as users, but they are only able to see\u00a0their assigned documents\u00a0and the rights assigned to them limit their actions to that document.<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Accelerate\nOCR Functionality <\/strong><strong><\/strong><\/h4>\n\n\n\n<p>With Optical Character\nRecognition, you can easily extract text from a scanned document such as a\nreceipt, invoice, etc., and you can convert the scanned images into text files,\nsearchable PDF files, or Microsoft Word files. OCR can be used for the\nfollowing:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Converting text to speech<\/li><li>Converting PDF to word processor files for\nediting<\/li><li>Edit the size of PDF files<\/li><li>Create digital signatures<\/li><li>To add bookmarks and hyperlinks to PDF documents<\/li><\/ul>\n\n\n\n<p>For more information and a tailored demonstration, <a href=\"https:\/\/www.metaoption.com\/contact-us\/?utm_source=mo&amp;utm_medium=blog+&amp;utm_campaign=DMS\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"contact us (opens in a new tab)\">contact us<\/a> today at <a href=\"https:\/\/www.metaoption.com\/?utm_source=mo&amp;utm_medium=blog+&amp;utm_campaign=DMS\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"MetaOption (opens in a new tab)\">MetaOption<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nowadays, most business organizations have been using some sort of document management. Either it is on paper, or online. While we at MetaOption have encouraged businesses to digitize documents for years, many businesses are just starting to move their\u00a0Document Management System\u00a0(DMS) into the cloud. Look why cloud-based document management systems are becoming so popular that\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.metaoption.com\/blog\/dynamics-365-business-central\/metadocs-document-management\/document-management-system-for-dyn365bc\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[763],"tags":[524,388,788,871,985,174],"class_list":["post-2541","post","type-post","status-publish","format-standard","hentry","category-metadocs-document-management","tag-cloud-erp","tag-cloud-erp-software","tag-dms","tag-document-management","tag-document-management-system","tag-erp-solution"],"featured_image_src":false,"rttpg_featured_image_url":null,"rttpg_author":{"display_name":"MetaOption","author_link":"https:\/\/www.metaoption.com\/blog\/author\/admin\/"},"rttpg_comment":0,"rttpg_category":"<a href=\"https:\/\/www.metaoption.com\/blog\/category\/dynamics-365-business-central\/metadocs-document-management\/\" rel=\"category tag\">MetaDocs - Document Management<\/a>","rttpg_excerpt":"Nowadays, most business organizations have been using some sort of document management. Either it is on paper, or online. While we at MetaOption have encouraged businesses to digitize documents for years, many businesses are just starting to move their\u00a0Document Management System\u00a0(DMS) into the cloud. Look why cloud-based document management systems are becoming so popular that\u2026&hellip;","_links":{"self":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/2541","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/comments?post=2541"}],"version-history":[{"count":0,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/2541\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/media?parent=2541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/categories?post=2541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/tags?post=2541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}