D365 product directory
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.
73 products in document management
A document scanning and processing solution that automatically recognizes and processes invoices and other documents received via email, scanner, or mobile app, then integrates them with Microsoft Dynamics NAV for automatic ledger updates.
Connects Microsoft SharePoint Online directly to Microsoft Dynamics 365 Business Central for document management integration. Enables viewing, opening, and storing files with drag-and-drop functionality, automatic PDF creation, and metadata management within Business Central.
AI-powered finance and operations platform for invoice automation, payments processing, document management, and business process workflows. Processes over 10 million invoices and $4 billion in payments annually.
AI-powered system for automated processing of incoming invoices that extracts document attributes using machine learning within the Microsoft 365 environment, with integration to Dynamics 365 Business Central for ERP data transfer and SharePoint-based archival.
A solution for flexible and automated document generation, management, and distribution integrated with Dynamics 365 Finance & Supply Chain and Business Central. Enables users to create customer-specific document templates, manage sets of documents, and automate storage and distribution via SharePoint with ERP integration.
Business Central app for merging multiple documents into single PDFs and securely sending them, available on Microsoft AppSource.
Comprehensive pest control management software built on Microsoft Dynamics 365 Business Central, offering documentation, scheduling, mobile field service, customer portal, reporting, purchasing, time tracking, and business control capabilities for pest control enterprises.
Business Central app for managing extended pre- and post-text content in documents, including line-level text insertion and management capabilities.
Cloud-based file management platform that integrates Azure File Share with Dynamics 365 Business Central, providing centralized cloud file storage and access within the ERP system.
Integration solution that connects Microsoft SharePoint with Dynamics 365 Business Central, enabling seamless document and content management within the ERP application.
A Business Central app for automating document distribution with configurable email scenarios, PDF and XML format support, multi-recipient delivery, and document customization including overlays and general conditions.
A Business Central app providing a user-friendly layout editor for customizing the appearance of outgoing documents including invoices and orders, with support for logos, fonts, colors, multilingual text, and cover pages.
A Business Central app for managing lifecycle statuses of items, customers, and vendors, enabling selective participation in business processes and providing field visibility control based on lifecycle status.
Central integration platform for Microsoft Dynamics 365 Business Central. Provides structured data exchange, secure file handling, API connectivity, and XML/JSON processing with message logging and interface management.
Accounts payable automation platform that integrates with Dynamics 365 Finance, Business Central, and other ERPs to automate invoice capture, coding, approvals, PO matching, and payments.
A Business Central extension that automatically moves BC attachments to SharePoint, reducing database size and storage costs while maintaining existing workflows. Microsoft AppSource certified.
A connector that integrates Microsoft SharePoint with Dynamics 365 Business Central, enabling centralized document management directly within Business Central. Users can access and manage invoices, contracts, purchase orders, and other documents stored in SharePoint without switching between systems.
A Dynamics 365 Business Central extension that automates the creation, management, and distribution of shipping documents by exporting sales orders and warehouse shipments, capturing digital driver signatures, and synchronizing completed documents back to Business Central.
Industry-specific solution for building materials sector extending Dynamics 365 Business Central with object-oriented project management, stakeholder management, and document archiving capabilities.
A cloud-based information management and document management platform that automates accounting workflows, document processing, compliance tracking, and digital storage for regulated industries. Integrates with Microsoft Dynamics and other ERP systems via REST API.
A Business Central extension that enables digital signing and documentation of shipments with photos, allowing customers and drivers to sign directly on mobile devices without requiring an app. Signed documents and photos are automatically recorded in Business Central and can be attached to customer invoices.
Centralized Dynamics 365 solution for managing grant applications, budgets, and workflows. Supports nonprofits, government agencies, education and healthcare institutions with automated grant lifecycle management, approval workflows, reporting, and portal integration.
App that enables viewing documents as PDFs directly within Business Central FactBoxes, streamlining workflows and improving document management and team collaboration.
A Business Central native application that provides functionality to view and manage attachments within Microsoft Dynamics 365 Business Central.
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