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Document management products for Dynamics 365

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117 products

document management

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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.

Dynamics 365 FinanceSupply Chain Management
Interform logo
Integrated product

Interform

Interform A/S

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.

Business CentralDynamics 365 Finance+1

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.

Business Central

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.

Business CentralCustomer Service+5

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.

Business CentralDynamics 365 Finance+1

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.

Business Central

A bidirectional integration connecting Datto Autotask PSA with Microsoft Dynamics 365 Business Central, synchronizing customers, contracts, tickets, invoices, and resources between systems.

Business Central

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.

Business Central
MetaViewer logo
Integrated product

MetaViewer

Metaviewer

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.

Business CentralDynamics 365 Finance

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.

Business Central
NAViDocs logo
Integrated product

NAViDocs

AAS At Work B.V.

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.

Business Central

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.

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.

Customer ServiceDynamics 365 Sales
onPhase logo
Native app

onPhase

onPhase

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.

Dynamics 365 Finance
Ordinics DigInvo logo
Integrated product

Ordinics DigInvo

Allium

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.

Business Central

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 CentralDynamics 365 Finance+1

Business Central app for merging multiple documents into single PDFs and securely sending them, available on Microsoft AppSource.

Business Central
Pestsoft logo
Native app

Pestsoft

nector

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

Business Central app for managing extended pre- and post-text content in documents, including line-level text insertion and management capabilities.

Business Central

Integration solution that connects Microsoft SharePoint with Dynamics 365 Business Central, enabling seamless document and content management within the ERP application.

Business Central

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.

Business Central

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.

Business Central

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.

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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