Business Central Document Management with DocXtender

Managing documents within Microsoft Dynamics 365 Business Central can be challenging. Fortunately, Insight Works offers DocXtender, a free app designed to streamline Business Central document management. This app allows users to attach documents easily with a simple drag-and-drop feature.

Let’s explore how the DocXtender app from Insight Works will enhance your document management processes.

Why Choose DocXtender for Your Document Management?

DocXtender, designed for Microsoft Dynamics 365 Business Central, supports unlimited attachments, multi-user access, and SharePoint integration. The app makes your essential files readily accessible.

Here are some key advantages of using the DocXtender app in Dynamics 365 Business Central:

• Improved Efficiency: DocXtender allows direct attachment of documents to Business Central records, eliminating the need to maintain separate storage systems and increasing productivity.
• Enhanced Collaboration: Multiple users can access the same attached documents, facilitating easier information sharing and teamwork.
• Document Safety: Digital storage protects documents from physical damage such as fire or flood, ensuring they remain accessible when needed.
• Eco-Friendly: Promotes digital over physical document storage, reducing your carbon footprint.
• Seamless SharePoint Integration: Organize your documents in a familiar SharePoint environment while still benefiting from direct access in Business Central.
• Language Inclusivity: Multi-language support ensures all users can use the application effectively, regardless of their preferred language.
• Broad Document Compatibility: Accepts a wide range of document types, ensuring all necessary files can be attached to Business Central records.
• Cost-Effective: DocXtender is free to use, offering all these benefits without adding extra costs to your business.

Key Features of DocXtender

The DocXtender app integrates seamlessly with Microsoft Dynamics 365 Business Central, providing a variety of features to enhance your business operations:

• Drag-and-Drop Document Attachment: Directly attach documents to any Business Central record with a simple drag-and-drop operation.
• Universal Page Compatibility: Compatible with any Business Central page supporting attachments.
• Integrated Document Storage: The app stores files directly with the Business Central record.
• Multi-User Document Access: Allows multiple users to access the same attached documents within Business Central.
• SharePoint Support: Choose a SharePoint folder to store documents dragged to Business Central.
• Multi-Language Support: Supports all languages supported by Business Central through auto-translation tools.
• Easy Installation: Easily install DocXtender from the Microsoft AppSource.
• Broad Document Type Compatibility: Accepts all standard document types, including .pdf, .docx, .xlsx, .pptx, .html, .txt, .zip, .jpg, .png, .gif, and more.
• Direct Email Attachment: Drag email messages directly from Microsoft Outlook and store them as .msg files within Business Central.
• Unlimited Document Attachments: Attach an unlimited number of documents to a Business Central record.
• Free to Use: Available to users for free.

Integrating DocXtender into Your Business Central Workflow

Incorporating the DocXtender app into your Microsoft Dynamics 365 Business Central workflows aligns your operations with industry-leading practices for efficient, accurate, and straightforward document management. This free app underscores Insight Works’ commitment to empowering businesses with advanced technological solutions that streamline operations and boost productivity.

To start using DocXtender, download the app from AppSource or the Business Central Extension Marketplace today. For more information, visit DocXtender.com or contact your Microsoft Partner.