Our interface
Microsoft and OPTIMAL SYSTEMS have enjoyed a close and reliable partnership for many years. Because this is where what belongs together comes together!
Discover the perfect combination of a DMS/ECM and Microsoft products. Our ECM solutions integrate seamlessly into your Microsoft-based IT infrastructure and enhance it with useful features for archiving e-mails and business documents, document management, mobile working and much more.
Discover the new possibilities of collaborative working with our interface to Microsoft 365!
This allows you to easily create and edit documents from the Microsoft 365 Office applications in the ECM and then store them in the filing system again. Use dashlets to open or create the desired Word, Excel or PowerPoint document and edit it either alone or together with other users – directly in real time.
Documents can be shared and made available for editing via Microsoft Teams. The documents remain securely in their specified filing location at all times. Files that are shared in Microsoft Teams can also be archived directly in our ECM.
Our products help you to keep your contacts and e-mails under control anywhere, anytime and from any device. Microsoft Outlook integration with Exchange offers a wide range of solutions for optimally interlinking business-relevant e-mails with processes in the company.
Our e-mail management goes far beyond the audit-proof and compliant archiving of e-mails and their attachments. Benefit from comprehensive information lifecycle management that permanently reduces the load on your e-mail infrastructure and significantly speeds up work processes.
Interface to Microsoft Dynamics 365 Business Central
The enterprise resource planning system from Microsoft supports companies in managing budgeting, bank reconciliations and project calculations. Our solutions noticeably simplify and accelerate the associated invoice receipt and approval processes. Documents can be scanned, classified and filed in no time at all – never lose track again.
Interface to Microsoft Dynamics 365 Finance
As an ERP solution for a wide range of business functions, Finance offers numerous tools for process automation, budget control and financial planning. Our ECM solutions make the large number of resulting documents available in a structured manner at all times and integrate seamlessly into the Microsoft world. Including access control and revision security.
Seamless integration into the Microsoft work environment
Centralized access to documents directly from familiar applications
Automated and audit-proof document archiving
Efficient collaboration through shared document storage and version control
Automation of document-based workflows
Time savings through fast search and structured document management
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