Document management system integrated with Business Central and the SITE industry solution, enabling automated document archiving, search, and retrieval of invoices, delivery notes, and customer contracts.
Business Central
Product directory
Document management products for Dynamics 365
Discover apps, connectors and solutions for the way you work.
117 products
document management
A Business Central extension that provides centralized note management across business documents, enabling users to create, tag, and thread notes that automatically flow through document lifecycles from quotes through to posted transactions.
Business Central
A no-code self-service portal for Business Central customers to track orders, access invoices, quotes, and documents with real-time data synchronization. Reduces support load and improves customer transparency.
Business Central
A no-code portal for Business Central that enables vendors to manage purchase orders, invoices, and documents with real-time data synchronization, custom dashboards, and role-based access controls.
Business Central
Dynamics 365 Business Central extension that archives historical change-log entries to Azure Blob Storage in structured batches so the BC database stays lean while audit trails remain immutable, searchable and compliance-ready — purpose-built BC governance IP rather than a generic log shipping tool.
Business Central
Modular regulatory and professional licensing platform built on Microsoft Dynamics 365, supporting application management, complaint tracking, compliance oversight, and self-serve portals for regulators and compliance bodies.
Power Platform and DataverseProject Operations+1
Dynamics 365 CRM productivity app that exports Dynamics 365 reports to PDF, Excel, Word, CSV or TIFF with a single click and attaches the file to an email or note in CRM.
Customer ServicePower Platform and Dataverse+1
AI-powered invoice processing and automation platform that integrates with Microsoft Dynamics D365 Business Central and D365 Finance. Automates invoice receipt, analysis, coding, approval, and posting with 99.6% accuracy.
Business CentralDynamics 365 Finance
A Business Central extension for managing contracts with document storage, automated reminders, and performance analytics integrated into the Business Central platform.
Business Central
Business Central extension for chemical hazardous-substance and dangerous-goods compliance—GHS/REACH/ADR SDS generation, inventory monitoring (Seveso III/REACH tonnage), multimodal transport documents (ADR/IMDG/IATA/DOT), GHS label printing and optional ECHA PCN—purpose-built ON BC with TraceOne regulatory content.
Business Central
Dynamics 365 Business Central app for bank guarantees and letters of credit: centralized BG/LC lifecycle from issuance and approvals through utilization tracking, amendments and closure with real-time credit exposure visibility — trade-finance controls built for BC, not a generic multi-ERP treasury toolkit.
Business Central
Dynamics 365 / Dataverse add-on that bulk-uploads, previews and annotates photos and videos on any record (including Field Service work orders) and syncs media to SharePoint so Dataverse storage stays lean.
Customer ServiceField Service+2
A no-code, low-code portal platform for Dynamics 365 enabling customers to build customized portals with drag-and-drop interfaces, role-based access, workflow automation, and real-time data integration without technical coding expertise.
Customer ServiceDynamics 365 Sales
A connector app that integrates document capture with Microsoft Dynamics 365 Business Central, enabling audit-compliant storage of captured incoming documents in an archive system. Displays imported documents in the E4BC FactBox and automates archival processes within the document context.
Business Central
A field service management solution extending Microsoft Dynamics 365 Business Central with digitalized service operations including mobile task assignment, real-time documentation, and service order tracking.
Business Central
Cloud-based ERP system built on Microsoft Dynamics 365 Business Central, specialized for e-commerce and omnichannel retail businesses. Handles order processing, inventory management, financial operations, and multi-channel sales integration.
Business CentralDynamics 365 Commerce+2
X++ add-on for Dynamics 365 Finance and Operations that replaces SSRS designs with Word templates and generates invoices, orders and labels in-process.
Dynamics 365 FinanceSupply Chain Management
Purpose-built document automation for Dynamics 365 apps on Dataverse (Sales, Customer Service, Field Service, Project Operations and custom model-driven apps): Word-based templates, visual Dataverse data sources, in-app preview, notes/email/Power Automate distribution, running 100% inside the tenant with no external document service.
Customer ServiceField Service+3
Native Business Central document management extension that stores attachments on customers, vendors, items, sales/purchase documents and posted documents via drag-and-drop (including from Outlook), with SharePoint, Azure Blob or Azure File Share backends, document categories and permissions, automatic PDF archiving of invoices/orders, retention policies, and Power Platform hooks — turning BC into a structured DMS without leaving the ERP.
Business Central
Native Business Central document-management extension to archive, version, and retrieve business documents against BC records with SharePoint/Azure storage options and in-client document search — built as a BC AppSource extension.
Business Central
Business Central app that archives and closes fully or partially processed purchase and sales documents, reducing clutter in open document lists and keeping records organised.
Business Central
Business Central report-layout designer extension with a standalone designer, client-side dataset extensions (add columns/labels without AL), multilingual report translations editable in BC, export profiles (PDF stationery, interactive PDF), barcodes/QR, and a unified Apportunix Report Selection page — purpose-built for BC document and report customization as an AppSource AL app.
Business Central
Business Central AppSource extension that queues and batch-sends posted sales/purchase documents by email on a schedule—automatic enqueue after posting, attachments, status tracking and sending log, processed via Job Queue without interrupting users.
Business Central
Manages documents and associated processes across the supply chain within Business Central. Provides automatic document capture, routing, and processing for orders, invoices, delivery notes, and customs documents with workflow automation and track-and-trace capabilities.
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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