Embedded Dynamics 365 Finance & Supply Chain quality suite for complaints, CAPA and deviations with workflows, e-signatures, SOP links and Power BI — an in-ERP QMS for regulated industries, not a standalone QMS with an ERP connector.
Product directory
Document management products for Dynamics 365
Discover apps, connectors and solutions for the way you work.
117 products
document management
An output management platform that replaces RDLC and Word layouts in Microsoft Dynamics 365 Business Central and NAV, providing independent design, automation, and distribution of business documents and labels outside the ERP.
A cloud-based digital signature application for Dynamics 365 Business Central that enables users to electronically sign documents such as invoices, purchase orders, sales quotes, and other key business documents within the system, eliminating manual printing and scanning workflows.

A document composition, delivery, and storage platform that integrates with ERP and banking systems to automate document creation, distribution, and archiving across email, print, portals, and APIs.
A secure digital document archive platform for managing, storing, and retrieving documents within ERP and banking environments. Formerly known as Autoform DM, it provides compliance-ready storage with fast search and retrieval capabilities.
Comprehensive app extending Dynamics 365 Business Central with Italian fiscal and accounting compliance features, including electronic invoicing, VAT management, intent declarations, virtual stamp duty, and commission handling.

A bidirectional integration connecting Datto Autotask PSA with Microsoft Dynamics 365 Business Central, synchronizing customers, contracts, tickets, invoices, and resources between systems.
Native Dynamics 365 Business Central app that lets companies define custom master-data structures on items, customers, vendors and dozens of other cards—attributes, rich media, bulk Excel updates, templates, specification search and master data on documents—without invasive customizations.

MetaViewer is an AI-powered accounts payable automation solution that integrates with Microsoft Dynamics 365 Finance and Operations, Business Central, and GP to provide paperless invoice processing, automated workflows, and real-time process visibility.
Document design and output management solution for Business Central that enables users to create invoice and document templates using Word, PowerPoint and Excel, with automated distribution to printers and archival to SharePoint.
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.
AppSource Dynamics 365 Sales/CRM PCF-style app that consolidates notes from an account and related leads, contacts, and opportunities into a single in-form gallery so users stop hunting notes across entities.
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.
Product Information Management extension that runs inside Business Central so attributes, translations, digital assets, supplier imports, enrichment and channel publishing live in the same ERP as items—PIM-in-ERP rather than a standalone PIM with a thin connector.
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.
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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