TrinDocs for Microsoft Dynamics 365
Retrieves documents stored in TrinDocs directly within Microsoft Dynamics 365 Business Central using a page action.
TrinSoftManages and classifies documents across Microsoft 365, SharePoint, Dynamics 365, Outlook, Office, and Teams.

Provides document management for Microsoft 365, SharePoint Online, and SharePoint on-premise. It presents content in relation to a business context and applies metadata based on the navigation item where a document was dropped. It determines document types from context and integrates with ERP, CRM, Outlook, Office, and Teams applications, including SAP, Dynamics 365, and Salesforce. It consolidates documents from different key business applications in SharePoint.
Presents content in relation to the relevant business context.
Applies metadata from the navigation item where a document is dropped.
Determines document types automatically from the context.
Provides relevant information in ERP, CRM, Outlook, Office, and Teams applications.
Consolidates documents from different key business applications in SharePoint.
Uses SharePoint as a central place for information management and governance.
Employees working with information-driven or cross-functional business processes.
This listing is paid and cloud-deployed. TrinDocs for Microsoft Dynamics 365, Pimics PIM, and DeS Vendor Portal for Dynamics 365 Business Central also list paid pricing and cloud deployment, while Crea! Beta and DocuKlaud - Modern Document Management list unknown pricing with cloud deployment.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| TrinDocs for Microsoft Dynamics 365 | Paid | Cloud | |
| Pimics PIM | Paid | Cloud | |
| DeS Vendor Portal for Dynamics 365 Business Central | Paid | Cloud | |
| Crea! Beta | Price not published | Cloud | |
| DocuKlaud - Modern Document Management | Price not published | Cloud |
288 plugins in Dynamics 365 · Data Management
Price distribution: 1 free, 3 freemium, 136 paid, 148 price not published
Retrieves documents stored in TrinDocs directly within Microsoft Dynamics 365 Business Central using a page action.
TrinSoftCrea!
Pergas ABDocuKlaud manages document classification, review, approval, signing, and archiving as a SharePoint or Teams plugin.
KLAUDXYS SPAManages extended product data, digital assets, and channel synchronization as a PIM extension for Dynamics 365 Business Central.
Allium«d.velop documents for Microsoft 365 – enhanced document management for SharePoint d.velop documents for Microsoft 365, the product suite for Microsoft 365 & SharePoint Online and SharePoint on-premise, unlocks the full potential to implement a successful enterprise content management (ECM) strategy.»