Linking Dynamics AX and SharePoint to Create Your Own Document Management System

If you have Microsoft Dynamics AX up and running, then chances are you should already have SharePoint installed and configured, since it is also the foundation for all of the Role Centers and enterprise portals that are delivered with Dynamics AX. But there are many more features that you can take advantage of in conjunction with Dynamics AX to make your system even better.

In this presentation we will explain an alternative to the standard  approach to document attachments in AX. Join us to learn how a more sophisticated approach to document management can:

  • Allow you to create your own document libraries within SharePoint to allow users to store documents, such as scanned invoices;
  • Index and link documents back to Dynamics AX;
  • Allow multiple records to be linked to the same document list;
  • Add other document management features, such as file check-in and out to control who updates the documents.

Download the steps here or view the webcast below.

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