Clever Document Links

by Clever DynamicsMicrosoft 365Paid

Links emails and files to records in Microsoft Dynamics 365 Business Central and stores them in Business Central or SharePoint.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData Management
UPDATED ON MARKETPLACE
Clever Document Links — screenshot from the Microsoft Marketplace listing

What it does

Users can place emails and files onto Business Central records such as master data, documents, and ledgers. The add-in stores linked content in Business Central or SharePoint. Selected Business Central pages include a fact box for viewing related files and adding attachments. An OCR service can identify bar codes and propose a related transaction.

Key capabilities

from the Microsoft Marketplace listing

Record attachments

Provides fact boxes on selected Business Central pages for viewing related files and adding new attachments.

Business Central storage

Stores files within the Microsoft Dynamics 365 Business Central system.

SharePoint storage

Stores files in SharePoint.

Barcode recognition

Can use OCR to recognize bar codes and propose a matching Business Central transaction.

Use cases

  • An emailed purchase order can be associated with a sales order.
  • An application form can be filed with a customer or vendor record.
  • Item records can hold product information, images, drawings, or costing documents.

How it compares

Clever Document Links, Filter String Creator, Swebase, SmartConnect Change Tracking, COSMO Document Management System, and SD LinkBox are all paid cloud listings. Clever Document Links was updated on Jul 2026; Filter String Creator was updated in Nov 2024; SmartConnect Change Tracking was updated in Mar 2025; SD LinkBox was updated in Jul 2026; and Swebase and COSMO Document Management System were updated in Aug 2026.

NamePricingDeploymentUpdated
Clever Document Linksthis pluginPaidCloud
Filter String CreatorPaidCloud
SwebasePaidCloud
SmartConnect Change TrackingPaidCloud
COSMO Document Management SystemPaidCloud
SD LinkBoxPaidCloud

In the catalog

206 plugins in Dynamics 365 Business Central · Data Management

Price distribution: 1 free, 2 freemium, 119 paid, 84 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid

More from Clever Dynamics

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What the vendor says

«Are you often losing track of documents? Easily drag and drop any email or document directly into Dynamics 365 Business Central so you never misplace them again! With Clever Document Links and Microsoft Dynamics 365 Business Central you can drag and drop any document, link it to master data, documents or ledgers and …»

Official marketplace listing

Publisher
Clever Dynamics
Updated on marketplace
Facts verified

Tags

cleverdocumentlinks