NavSherpa for Dynamics

NavSherpa is an integration platform that connects Microsoft Dynamics 365 Business Central or Dynamics NAV with Microsoft SharePoint / SharePoint Online / Microsoft 365, enabling efficient document management, workflows, and approval processes without leaving the ERP environment.

Users work exclusively within the Dynamics interface while leveraging advanced SharePoint capabilities.

Key features of the integration module

NavSherpa provides a clear set of tools that simplify working with documents integrated into ERP:

• Smart Tree – a multifunctional tree structure of libraries and documents that allows drag & drop document upload directly from a record card in Dynamics.

• Automatic metadata assignment – the system assigns metadata based on record context without manual input.

• Document versioning – support for document versions and overwriting existing files with complete version history control.

• Advanced search – fast filtering and searching of documents from Dynamics pages based on name or metadata.

• Workflow and approvals – triggering approval workflows for any ERP record and displaying approval status directly on the record card.

• Mobile access – access to documents and workflows on mobile devices, including mobile approvals.

NavSherpa in business practice

NavSherpa is used wherever companies aim to eliminate duplicate file storage, speed up approval processes, and improve document visibility in ERP data. Users can work within a single environment without switching between applications, efficiently organize company documents according to ERP data structures, automate approval processes, and continuously monitor their status. At the same time, content can be shared and managed across teams and devices while maintaining control over access rights and document versions.

Videa ke klíčovým funkcionalitám

• Smart Tree - interactive tree structure of libraries, templates, and documents
• Metadata Entity Management - automatic collection and creation of metadata directly from the Dynamics 365 Business Central database
• Workflow management - triggering workflows in SharePoint and automatic tracking of approval status
• Automated Deployment - creates SharePoint sites, libraries, and lists directly from Business Central.
• New Doc from Template - creates documents in Smart Tree based on predefined template.s
• Print to SharePoint - prints any Business Central report directly to a SharePoint library.ry
• Navigate Docs - displays the same document on different pages.