04 March 2019

Clever Document Links Available for Dynamics 365 Business Central on AppSource

Dropped in ISV Enhancements

James Pearson
Formulated by James Pearson

When you implement Microsoft Dynamics 365 Business Central it quickly becomes the information hub at the centre of your business - the clue's in the name I guess. All your data about customers, vendors, items, orders, inventory, jobs, payments etc. lives securely in a single place.

What about your documents? Orders received in the body of an email, contracts attached as PDFs, scanned purchase invoices or proofs of delivery. Wouldn't it be nice to pull all these documents together, link them to the corresponding data in Dynamics 365 Business Central and store them securely in the Microsoft cloud?

Of course it would.

With Clever Document Links from Clever Dynamics you can simply drag and drop the file into the factbox for the appropriate record in Dynamics 365 Business Central. We store the document securely in SharePoint Online and link it to the record.

The document follows your transactions in Dynamics 365 Business Central. Drag and drop an email attachment against a sales order, post the order and see the document linked to the posted sales invoice and/or sales shipment that is created. Beautiful.

Clever Document Links

Interested?

If you're interested in this App, you can get it right now on the Microsoft AppSource store by clicking here.

Enhanced on 18 Mar 2019

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