Document Links

App

Document Links
for Microsoft Dynamics 365 Business Central

Category: General

Available on Microsoft AppSource for SaaS only

Document Links makes it easier than ever to store customer documents within Microsoft Dynamics 365 Business Central. This can be done by using the Document Links FactBox or an Optical Character Recognition (OCR) service*.

It's crucial to manage files within the Sales Order process in Dynamics 365 Business Central. This is greatly complimented by the Super User and Regular User permissions within Document Links. Any Super User can have total control of who can remove documents, which eliminates the potential risk of accidental or malicious document deletion.

The Document Links FactBox will allow you to link files across your system to create a holistic view of your data within Dynamics 365 Business Central. For example, if your customer releases a new price list, you can upload the file into the Document Links FactBox to update your customer records in the Sales Order Processor.

The OCR service is used to recognise data that includes text, e.g. bar codes or cheques. Dynamics 365 Business Central will then suggest a match within your database. From there, you can upload a bar code or cheque directly into the Document Links FactBox to strengthen your customer records.

Document Links by Clever Dynamics makes the compilation of customer records seamless. The App is ideal for building a concrete profile of your customers before engaging with them. Naturally, you will be able to deliver a greater level of customer service with a vast expanse of knowledge at your disposal.

*(requires a subscription)

Requirements

  • Dynamics 365 Business Central (App)
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The best thing about Clever Document Links is that anyone can easily use it. With the drag and drop feature we were able to attach any electronic document to our sales or purchase orders, giving us a little bit more information about the transaction, that might not have been ready available before.
Ted Todd
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