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.
Business Central
Product directory
Document management products for Dynamics 365
Discover apps, connectors and solutions for the way you work.
117 products
document management
100% Dynamics 365–native Configure-Price-Quote app for Sales that builds professional quotes inside Dataverse with product search/bundles/configuration, margin, approvals, quote-to-order/invoice, Azure Blob attachments and dashboards—explicitly dedicated to Dynamics rather than a multi-CRM CPQ connector.
Power Platform and DataverseDynamics 365 Sales
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.
Business Central
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.
Business CentralDynamics 365 Finance
Native Business Central bundle for no-code report layout design and secure direct printing. Build pixel-perfect multilingual documents with live preview inside BC, print with tray/duplex/ZPL control, and release AES-encrypted jobs via mobile—without RDLC workarounds or external print middleware.
Business Central
A Business Central extension that automatically moves BC attachments to SharePoint, reducing database size and storage costs while maintaining existing workflows. Microsoft AppSource certified.
Business Central
Dynamics 365 CE AppSource add-on that captures and auto-populates SharePoint document metadata at upload from CRM, supports bulk upload, real-time D365↔SharePoint sync, and role-based metadata permissions — complements native D365–SharePoint integration.
Customer ServicePower Platform and Dataverse+1
Microsoft-certified app for Dynamics 365 CRM that replicates Dynamics 365 users, teams, security roles, ownership and privileges as SharePoint permissions, so documents stored through the D365 SharePoint integration are only accessible to users who can see the CRM record; also builds folder hierarchies and maps D365 fields to SharePoint metadata.
Customer ServiceField Service+2
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.
Business Central
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.
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.
Business Central
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.
Business CentralDynamics 365 Finance+2
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.
Business Central
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.
Customer Service
Vendor contract tracking AL app for Dynamics 365 Business Central: renewal/expiry date notifications, link POs and invoices to contracts with budget alerts, negotiated vendor item pricing, clauses/notice periods, and cloud document storage on the contract record — all inside BC.
Business Central
App that enables viewing documents as PDFs directly within Business Central FactBoxes, streamlining workflows and improving document management and team collaboration.
Business Central
A Business Central native application that provides functionality to view and manage attachments within Microsoft Dynamics 365 Business Central.
Business Central
Extension for Microsoft Dynamics 365 Business Central E-document module that enables sending and receiving PEPPOL electronic documents through Billit as an access point.
Business Central
Cloud invoice-approval service for Microsoft Dynamics 365 Business Central that routes purchase invoices and supporting documents to budget holders for on-screen approval from any browser, without needing direct Business Central access.
Business Central
AP automation app for Dynamics 365 Business Central. AI-driven document capture (no vendor templates) creates purchase invoices and credit memos in Business Central automatically, with order matching, simple invoice approval and SharePoint Online archiving of the originals alongside BC transactions.
Business Central
Document delivery app for Dynamics 365 Business Central that emails batches of personalized sales orders, invoices, statements and reminders as a background task, with flexible delivery rules, dynamic attachments, consolidated documents, email templates and scheduled sending.
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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