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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Document management sy...
Microsoft Dynamics AX (Archived)

Document management system (DMS) for AX2012

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Posted on by André Arnaud de Cal... 301,148 Super User 2025 Season 2

Hi all,

For a customer I'm looking for a good document management system which can be or is integrated with AX2012.

They want to use it for archiving documents, mail (merge), search documents. It should be accessible with and without an AX client. The AX clients will run in a Citrix

environment.

Who knows a good solution based on AX2012 and SharePoint and probably has some references? I'm aware of a solution from AXtenstion, but like to know others as well.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Faisal Fareed Profile Picture
    Faisal Fareed 10,796 User Group Leader on at

    Hi Andre,

    What solution did you recommend to your client at that time? I too have a requirement to suggest a document management solution which should have functions of document archiving, document versioning, workflow for documents.

    I found one MetaViewer. Have you came across it ever.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at

    Hi Faisal,

    The requirement was postponed. Probably it will be picked up this year. I lost track of this question. Thanks for mentioning MetaViewer. I was not aware of this solution.

    I came across PaperSave but did not invest too much time to review all functionality.

    Also I found some local solutions in my country. Like many other Sharepoint focussed companies there is a solition, but an integration with Dynamics needs to be established.

  • Suggested answer
    PA-22040759-0 Profile Picture
    PA-22040759-0 6,194 on at

    Hi André,

    The Company I work for, EG, has a solution called CrossWork: global.eg.dk/.../sharepoint-and-dynamics-ax

    Cheers,

    Palle

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at

    Hi Palle Agermark and Faisal Fareed,

    Thanks for your answers. I still have to find out if the customer will startup this project or not, but I think we now have some solutions for consideration.

  • arey Profile Picture
    arey 369 on at

    Hi André,

    Finally did you start this project? We are in a similar situation. We want to attach the AX documents to a Sharepoint libraries but the main problem we see is that documents stored in Sharepoint don't have, by default, any reference to the record from they were uploaded. Inst'it? Do you know any option?

    Thanks

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at

    Hi Axrookie,

    Sorry for the late reply. I missed this update...

    It is a neverending story at the customer. They are still considering starting a project...

  • arey Profile Picture
    arey 369 on at

    Thanks André, so I must understand the out of the box integration between AX and sharepoint does not allow upload a document to sharepoint including some metadata about the source (project name, customer name, purchase order, ...)

    Thanks

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