Scalable DMS for Business Central – efficient, transparent and future-proof processes
With COSMO ERP Document Management System, you can manage your documents securely and easily directly in Microsoft Dynamics 365 Business Central. All business-relevant records such as vouchers, contracts and documents are automatically archived in Microsoft SharePoint, tagged with metadata, and can be found in seconds across locations – both in the ERP system and in the SharePoint storage.
Pre-configured folder structures in Microsoft SharePoint, automatic keyword tagging as well as features such as drag & drop, email and print archiving make it easy for your team and ensure high user acceptance, especially since users can work in the familiar Microsoft environment. Role-based access, version management and access rights create transparency and security.
With COSMO ERP Document Management System, you design seamless document workflows and make daily work more efficient. Thanks to the seamless SharePoint connection and scalable extensions, the system can be flexibly expanded – all the way to audit-proof, company-wide DMS software. This creates a future-proof foundation for your digital document management.
How COSMO ERP Document Management System tackles your challenges
Features
Seamless ERP integration in Microsoft Dynamics 365 Business Central
Documents are managed directly in the ERP system – without switching systems, with a unified user interface.
Centralized document storage in Microsoft SharePoint
Structured, secure storage with direct display of documents in Microsoft Dynamics 365 Business Central.
Automatic document archiving and keyword tagging
Vouchers are automatically archived as PDFs in Microsoft SharePoint and enriched with metadata.
Drag & Drop for fast uploading
Intuitive operation and quick filing directly within the familiar Microsoft user interface.
Standardized folder structures (Library Set)
Pre-configured best-practice templates for business areas such as purchasing, sales or service.
Versioning and document history
Every change is traceable, all versions are retained.
Mobile and cross-location access
Web-based access to documents – also for users outside the ERP system.
Permission management via Microsoft SharePoint
Secure, role-based access model for different teams.
Take a look—here's how the system works in practice
Centralized document storage in SharePoint and view of documents in a document box in Microsoft Dynamics 365 Business Central.
Curious? There are even more insights waiting for you here: DOWNLOAD THE FACTSHEET
Fully integrated in Microsoft Dynamics 365 Business Central
COSMO ERP Document Management System is fully integrated in Microsoft Dynamics 365 Business Central. Documents are managed directly where your business processes take place – without media breaks or system changes. All vouchers, contracts and records are stored centrally and available at any time.
Through seamless integration with Microsoft SharePoint, you benefit from secure, scalable storage as well as role-based access. At the same time, you ensure consistent data and automate your document processes. This creates an efficient, flexible and future-proof DMS based on Microsoft Dynamics 365 Business Central.
COSMO CONSULT – Your partner for digital document management with Dynamics 365 Business Central and SharePoint
With COSMO CONSULT, you rely on an experienced partner for the implementation of digital document management solutions. We accompany you holistically – from analysis through implementation to training and support – with the clear goal of optimizing your processes sustainably.
Our experts have extensive project experience in industries such as manufacturing, services and trade. Together, we develop a solution that integrates seamlessly into your Microsoft environment and noticeably relieves your team. Benefit from individual consulting, hands-on training and reliable support – for a DMS in Business Central that works efficiently and grows with your requirements.
Here's How Our Document Management System Is Used
142
Customers use the solution as a SaaS offering in the cloud
Ø 33
Users of the solution per installation
Current awards
6x Microsoft Solutions Partner
Awarded Microsoft’s highest quality seal in all categories.
Microsoft Dynamics Inner Circle
Ranked among the top 1% of Microsoft partners worldwide every year since 2014.
Top employer
Among the top 0.4% of all employers in Germany.
BARC Study 2026
Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.
Current memberships
VDMA
The VDMA trade association connects software providers and digitalization experts with the mechanical and plant engineering industry.
Frequently Asked Questions
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