DocSolutions for Sharepoint

by EOS SolutionsMicrosoft 365Paid

Connects Microsoft Dynamics 365 Business Central to SharePoint for storing, organizing, sharing, and linking documents.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
DocSolutions for Sharepoint — screenshot from the Microsoft Marketplace listing

What it does

Connects Business Central to SharePoint Online for document storage and sharing. Users can add files to Business Central pages by dragging and dropping them, including emails from Outlook. Folder structures, metadata, storage locations, and permissions can be configured. Attachments can follow document changes from quote to order to invoice, while uploaded partner files are linked to Business Central.

Key capabilities

from the Microsoft Marketplace listing

SharePoint storage

Stores Business Central documents and files in SharePoint Online.

Drag-and-drop uploads

Adds files and Outlook emails to Business Central pages through drag and drop.

Folder and metadata setup

Defines folder structures, metadata, storage locations, and permissions.

Document lifecycle linking

Keeps attachments linked as documents move from quote to order to invoice.

Partner file uploads

Links files uploaded by business partners in SharePoint to Business Central.

ERP metadata transfer

Transfers information from Business Central to content-management-system metadata during upload.

Use cases

  • A business partner uploads a file to SharePoint, and the file is linked to Business Central.
  • An attachment remains associated with a document as it moves from quote to order to invoice.
  • Different storage locations, metadata, and permissions are configured for the same Business Central table.

In the catalog

326 plugins in Dynamics 365 Business Central · Finance

Price distribution: 17 free, 7 freemium, 269 paid, 33 price not published

Pricing & deployment

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

More from EOS Solutions

Similar plugins in Dynamics 365 Business Central · Finance

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What the vendor says

«Do you need to store, organize and share your documents and files in Microsoft Dynamics 365 Business Central? DocSolutions for Sharepoint easily connect your ERP to Sharepoint as Content Management System. Attach your files to a powerful storage and sharing system like Sharepoint Online with Drag & Drop file picking.»

Official marketplace listing

Publisher
EOS Solutions
Updated on marketplace
Facts verified

Tags

kumavisionattachmentssharefiledocsolutionsforsharepoint