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Product directory

Document management products for Dynamics 365

Discover apps, connectors and solutions for the way you work.

117 products

document management

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Native Dynamics 365 Business Central no-code multi-step process orchestration. Visual workflow builder for task sequences, dependencies, escalations and progress tracking (onboarding, approvals, compliance, inventory alerts), with the full 10-action Business Rules engine built in so analysts automate complex cross-team processes without AL development.

Business Central

Native Dynamics 365 Business Central no-code email automation that sends personalized, data-driven emails (order confirmations, invoices, payment reminders, approvals, alerts) triggered by BC data changes. Includes the full Business Rules engine (10 action types), email templates, real-time delivery tracking and audit trail, and works with standard, ISV and custom BC tables without coding.

Business Central

Purpose-built residential home-builder ERP on Dynamics 365 Business Central covering job costing, multi-entity investor accounting, settlement/ALTA documents, embedded bank-draw management, automated lien-waiver control, vendor insurance tracking and option/change-order workflows from estimate through final walk-through.

Business Central

A lease management system for leasing firms and finance companies to handle lease, loan, and purchase contracts in a single integrated platform. It automates contract administration, calculations, renewals, settlements, service agreements, and document workflows while integrating with Microsoft Dynamics 365 Business Central.

Business Central

An intelligent document warehouse that consolidates information across business applications including ERP, CRM, and PLM, providing unified search, document workflows, and AI-powered data extraction.

Dynamics 365 FinanceDynamics 365 Sales+1

Application for Italian enterprises to manage electronic invoicing with Business Central integration and XML file generation for the Italian National Interchange System.

Business Central

Native Dynamics 365 Business Central emailing extension that sends emails from customizable templates across sales and purchase documents, posted documents, reminders, finance charge memos and customer statements. Users define e-Mail Cards to control how each document type is generated and sent, including individual or batch customer statements.

Business Central

Native Dynamics 365 Business Central professional-services extension centered on Work Orders for project delivery: task and resource allocation, time/expense logging, budget alerts, invoicing aligned to work performed, ticket time tracking, Work Order templates (new project and change orders), document attachments and DocuSign customer approvals—integrated with BC financials for project profitability.

Business Central

Native Dynamics 365 Finance & Operations AI add-on that reads fax, PDF, email and EDI purchase orders, identifies customers and line items, and builds ERP sales orders with human-in-the-loop review—cutting manual order entry for wholesale distributors.

Dynamics 365 FinanceDynamics 365 Sales+1

Integration connector for Business Central that enables sending and receiving electronic invoices through the Arxivar document management platform. Manages invoice workflows, device token authentication, and scheduled task automation for active and passive invoice cycles.

Business Central

Native Microsoft Dynamics 365 Business Central (and NAV) e-invoicing module for EU EN16931 compliance—import and export PEPPOL BIS, XRechnung, UBL, CEFACT and ZUGFeRD invoices fully inside Business Central without a third-party e-invoice SaaS.

Business Central
AppLink logo
Integrated product

AppLink

LODESTAR SPA

A modular suite of extensions for Microsoft Dynamics 365 Business Central designed to enhance capabilities and address Italian regulatory, fiscal, and operational requirements through applications for accounting, VAT management, compliance, and process automation.

Business Central

Enterprise property management platform built natively on Microsoft Dynamics 365 for residential and commercial real estate. Handles property listings, lead management, lease administration, rent collection, facility operations, and multi-language support.

Customer ServiceDynamics 365 Finance+1

Microsoft-certified attachment and storage management solution that moves CRM attachments, notes, and emails to external cloud storage platforms while keeping documents accessible from within Dynamics 365.

Customer ServiceDynamics 365 Sales

Business Central app that uploads attachments from BC pages to SharePoint via Microsoft Graph and stores secure hyperlinks in BC, keeping the database lean while files open in one click from Business Central.

Business Central

A Business Central add-on for uploading and viewing PDFs and attachments without downloading, supporting drag-and-drop document management and centralized storage of invoices and scanned documents.

Business Central

Storage optimization tool that moves email attachments and files from Dataverse to SharePoint or Azure Blob Storage, reducing storage costs while maintaining user accessibility.

Customer ServiceField Service+3

B2Brouter is an electronic invoicing platform that integrates with Microsoft Dynamics 365 Business Central via an extension to automate invoice creation, sending, registration, and tracking across Spanish and European public administrations and private sector clients.

Business Central

An extension to Microsoft Dynamics 365 Business Central that adds deferral codes for spreading costs and revenues across accounting periods, plus standardized layouts for purchase and sales documents.

Business Central

An extension for Microsoft Dynamics 365 Business Central that provides field-level security, change log tracking with email notifications, reason code documentation, and remote storage capabilities to monitor and control user actions on data.

Business Central

Native Business Central extension that attaches configurable inspection checklists directly to BC documents—sales, purchase, service, production, warehouse and master-data cards. No-code templates with mandatory lines, typed answers, photos and release/posting blocks keep commissioning, maintenance, repair and quality checks inside Dynamics 365.

Business Central

Document management system that enables document processing directly within Business Central, supporting imports, reports, invoices, and postings with easy setup configuration.

Business Central
Blue10 logo
Integrated product

Blue10

Blue 10 B.V.

Blue10 is a seamless integration platform for processing paper, digital PDF, and electronic UBL purchase invoices with Microsoft Dynamics Business Central. It offers invoice matching, approval workflows, blocking/unblocking for payment, master data exchange, and coding capabilities without requiring additional user licenses in Business Central.

Business CentralDynamics 365 Finance

Native Dynamics 365 Business Central extension that brings product lifecycle management into BC: engineering objects with CAD files, drawings, BOMs and 3D models, configurable lifecycle statuses and approvals, all stored as Business Central data alongside purchasing and production. Launched October 2026.

Business Central

Document management for Dynamics 365

Document management products store, link and control documents against Microsoft Dynamics 365 records. They attach invoices, contracts, drawings and correspondence to the right transactions, with versioning, approval and retention handling, often on SharePoint or dedicated repositories. Teams use them to end the hunt through shared drives and mailboxes.

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