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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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Document generation and automation solution that enables creation and customization of document layouts in Microsoft Word for Microsoft Dynamics 365 Business Central and cloud environments. Generates quotes, invoices, reports, and other business documents with conditional content, filtering, and template management.

Business CentralPower Platform and Dataverse

Multi-platform solution for digital document signing that integrates with Dynamics 365 Business Central, Finance and Operations, NAV 2018, and AX 2012.

Business CentralDynamics 365 Finance+1
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Native app

Dooap

Dooap

A SaaS accounts payable automation platform for Microsoft Dynamics 365 Finance and AX 2012. Provides invoice receiving, PO matching, exception handling, machine learning-based coding, mobile app, Power BI analytics, and payment processing integrated with D365 Finance via REST APIs.

Dynamics 365 Finance

Native Dynamics 365 Business Central ISO quality-management extension covering the full quality cycle inside the ERP: versioned control plans, non-conformances (NCR), CAPA, supplier evaluation, quarantine and lot/work-unit tracking, customer complaints, quality documentation for audits, and Power BI KPIs—without parallel Excel or external QMS.

Business Central

Certified integration interface enabling document archiving from Dynamics NAV and Business Central to DocuWare Cloud, with automated invoice processing workflows and document linking between systems.

Business Central

Business Central extension for creating and managing document/report layouts (invoices, orders, credit memos) via parameterization—no AL coding—covering headers, columns, branding, text constants, versions, and translations.

Business Central

Business Central app that centralizes notes on customers, vendors, items and sales/purchase documents (posted and unposted), with an audit trail and searchable, filterable comments.

Business Central

Native Business Central EDI app that exchanges purchase orders, invoices and shipment notices with hundreds of trading partners directly inside BC workflows, without an external EDI portal.

Business Central

Automated incoming invoice processing and verification solution integrated into Microsoft Dynamics 365 ERP. Captures invoices from multiple channels, extracts data via OCR, validates against master data, and routes through digital approval workflows.

Business CentralDynamics 365 Finance

Business Central extension that allows multiple document attachments to be bundled and sent with outgoing emails, supporting attachment groups, report layout attachments, file uploads, and dynamic attachment generation from Business Central tables.

Business Central

Business Central extension for automated export and archival of Business Central data to cloud storage with flexible package configuration, incremental or full sync modes, scheduled automation, and complete audit trails.

Business Central

ExFlow is an Azure-based invoice automation solution that combines OCR and machine learning to capture, validate, and process invoice data for Dynamics 365 Finance and Business Central. It reduces manual data entry, improves accuracy, and streamlines accounts payable workflows.

Business CentralDynamics 365 Finance

Native Business Central accounts-payable automation for invoice capture/OCR, PO and receipt matching, multi-step approvals, posting, accruals, fraud checks, and AP analytics — purpose-built inside BC rather than a generic multi-ERP AP SaaS.

Business Central

Enterprise document automation platform enabling no-code design of dynamic templates, automated document generation from complex data sources, and delivery workflows. Integrates with Dynamics 365, Salesforce, Power Platform, and Dataverse.

Customer ServiceDynamics 365 Finance+2

A module for Microsoft Dynamics 365 Business Central that provides a continuous text editor for editing multi-line document texts, comments, and extended texts with preview functionality.

Business Central

A Microsoft-certified app for active and passive electronic invoicing (Fatturazione Elettronica) integration with Dynamics 365 Business Central, handling document transmission and receipt confirmations.

Business Central

Native Dynamics 365 Business Central printing extension that sends FORNAV, RDLC and Word reports directly to network printers from the BC web client without opening a PDF first. Supports background/unattended printing, printer attributes, load balancing, failure management, and keeps print jobs inside Business Central and Azure.

Business Central

Native Dynamics 365 Business Central e-invoicing add-on that creates and imports XRechnung- and ZUGFeRD-compliant electronic invoices from BC Word and FORNAV documents, and emails them to public authorities or business partners—helping BC customers meet mandatory e-invoicing regulations.

Business Central

Native Dynamics 365 Business Central extension that brings back C:\ drive file access to Business Central online. Users can work with documents, programs and files stored locally (for example high-resolution product images) directly from BC Cloud without manual uploading.

Business Central

Transport Management System (TMS) developed on Microsoft Dynamics 365 Business Central for managing transportation operations, route optimization, fleet management, and customer portals.

Business Central

AI-powered document automation platform for Microsoft Dynamics 365 Business Central. Automates accounts payable through OCR invoice extraction, automatic three-way matching, configurable approval workflows, and support for e-invoicing standards (XRechnung, ZUGFeRD, PEPPOL). Processes purchase invoices, sales orders, quote requests, and supplier catalogs with no manual data entry.

Business Central

Commercial collection of Dynamics 365 / model-driven productivity command-bar add-ons—Record to PDF, multi-file SharePoint upload and attach-to-email, Record to ZIP export, and Clone Record—installed as managed solutions purpose-built for Dynamics 365 UX gaps.

Customer ServiceField Service+2

Integrated public administration management system built on Microsoft Dynamics 365 Business Central, providing unified interfaces, centralized data, and seamless Microsoft Office integration for financial management, population control, online administration, and personnel management.

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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