Document Management in Business Central Made Easy with Free App

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Microsoft Dynamics 365 Business Central is an ERP designed to help streamline your processes, make smarter decisions, and accelerate growth. Just like with many core platforms, there is an app store that enables users to add functionality to Business Central by installing third-party apps. The Business Central app marketplace is maintained by Microsoft and is called AppSource.

One of the free apps you’ll find on AppSource is DocXtender from Insight Works. DocXtender is a utility that enables users to attach documents to any page in Business Central with a simple drag and drop. With DocXtender, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central.

  • Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are.
  • Don’t lose another document. By attaching your documents to Business Central records they are available when you need them.
  • Fire and floods can’t destroy your digital documents as they can paper.
  • Reduce your carbon footprint by eliminating the need to manage paper documents.

Users can store documents within Business Central or choose to store documents within SharePoint. Documents stored in SharePoint can be accessed via related links in associated Business Central pages.

Getting started with DocXtender is as easy as visiting Microsoft AppSource and clicking “Get it now” or visit the extensions marketplace within Business Central.

To learn more, check out the video below, visit, or head over to Microsoft AppSource.

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