Illustrative previewA build-to-order AL extension that adds drag-drop document attachment,
version control and configurable multi-step approval routing to any Business Central record, with Teams, email and SharePoint/OneDrive integration. Built, installed per-tenant and supported by ECOSIRE.
What is Document Management & Approval Workflow for Business Central?
A build-to-order AL extension that adds drag-drop document attachment, version control and configurable multi-step approval routing to any Business Central record, with Teams, email and SharePoint/OneDrive integration. Built, installed per-tenant and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
About this Product
Business Central ships with a basic, table-driven approval engine and the Incoming Documents area, but it has hard limits: native approvals are wired mainly to purchase, sales and a few other documents, attachments live as base64 blobs with no real versioning, and there is no audit trail of who changed which file. This extension closes those gaps.
ECOSIRE builds you a per-tenant AL extension that adds a reusable Document & Approval framework across the records you actually care about — vendors, customers, items, jobs, purchase/sales documents and your own custom tables. It is delivered as table and page extensions plus event subscribers, so it layers cleanly over your existing data without forking standard objects.
What you get: drag-drop attachment on any card or document page; full version control with check-in/check-out and an immutable audit history (who, when, which version, what comment); and configurable approval flows — sequential or parallel steps, approver groups, amount/field-based conditions and delegation — that build on BC's Workflow and Approval Entry tables rather than fighting them. Notifications fire through email and Microsoft Teams (Power Automate / Adaptive Cards), and files can be stored in SharePoint / OneDrive via Microsoft Graph instead of bloating your database.
Because it is an AL extension, it respects permission sets, the Job Queue (for reminders and escalations) and the BC REST/OData API, so other systems and Power Platform flows can read approval status programmatically. ECOSIRE scopes the workflow to your records, installs it on your sandbox first, then publishes to production, and supports it after go-live. This is not an instant AppSource download — it is custom-built and fitted to your tenant.
What you get
- A per-tenant AL extension (.app) compiled for your Business Central version, published to your sandbox then production
- Configured approval workflows mapped to the specific record types and conditions you specify during scoping
- Custom permission sets for document management and approval administration roles
- Microsoft Teams / Power Automate notification flow and email approval-request templates wired to your tenant
- SharePoint / OneDrive storage configuration via Microsoft Graph (when you choose external storage over database blobs)
- Admin and end-user runbook covering attachment, versioning, approval setup and delegation
- Source AL code handover plus a post-go-live support and minor-adjustment window
Who this is for
Finance / Operations Administrator
Owns internal controls and needs enforced, auditable approvals on purchase documents, vendor changes and other high-risk records — beyond what native BC approvals reach.
BC Functional Consultant / Implementation Lead
Wants a document and approval layer that extends standard objects cleanly (no forking) and respects permission sets, so it survives Microsoft's monthly updates.
Compliance / Audit Manager
Requires a tamper-evident trail of document versions and approval decisions — who approved what, when, and against which version — for audits and SOX-style controls.
How Document Management & Approval Workflow for Business Central Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Dynamics 365 Business Central Native |
|---|---|---|---|---|
| Approvals on any record (incl. custom tables), not just purchase/sales | Included | Partial support | Partial support | Not included |
| True document version control with check-in/check-out and per-version audit | Included | Partial support | Partial support | Not included |
| Microsoft Teams approve/reject via Adaptive Cards (Power Automate) | Included | Partial support | Partial support | Not included |
| SharePoint / OneDrive storage via Microsoft Graph (files out of the database) | Included | Partial support | Partial support | Not included |
| Fitted to your exact records, conditions and approver hierarchy | Included | Included | Not included | Partial support |
| Built, installed per-tenant and supported for you (no in-house AL team needed) | Included | Not included | Partial support | Not included |
| Clean extension model that survives BC monthly/major updates | Included | Partial support | Included | Included |
| AL source code handover (no vendor lock-in) | Included | Included | Not included | Partial support |
Frequently Asked Questions about Document Management & Approval Workflow for Business Central
How long until the extension is live in my environment?
Typical delivery is about one working week from a confirmed scope. We start with a short discovery to map the records, approval steps and conditions you need, build and unit-test the AL extension, deploy it to your Business Central sandbox for your sign-off, then publish to production. Larger or multi-condition workflows can take longer; we give you a firm date once scope is locked.
Is this on Microsoft AppSource? Can I just download it?
No. This is a build-to-order solution. ECOSIRE develops it specifically for your tenant and installs it as a per-tenant extension on your Business Central environment. There is no instant AppSource download — that is what lets us fit the approval logic and record coverage to how your business actually works.
Will it survive Business Central's monthly and major updates?
Yes. It is written in AL as table extensions, page extensions and event subscribers over standard objects — we never modify or fork base application code. That is the supported extension model, so Microsoft's monthly minor and twice-yearly major updates apply cleanly. We validate the extension against your next sandbox update as part of support.
What does ongoing support and updates include?
After go-live you get a support window for bug fixes and minor adjustments (new approver rules, extra record types, notification tweaks). We monitor compatibility across BC version upgrades and recompile/republish the extension when needed. Larger new feature work is quoted separately, and you receive the AL source so you are never locked in.
Can the approvals and document status connect to Power Platform or other systems?
Yes. Because it is a native AL extension, approval entries and document metadata are exposed through the BC REST/OData API, so Power Automate, Power BI and external systems can read status, trigger flows or report on bottlenecks. The Teams notification layer itself runs through Power Automate Adaptive Cards, and we can add custom API pages for any integration you need.
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Document Management & Approval Workflow for Business Central
A build-to-order AL extension that adds drag-drop document attachment, version control and configurable multi-step approval routing to any Business Central record, with Teams, email and SharePoint/OneDrive integration. Built, installed per-tenant and supported by ECOSIRE.
- Drag-and-drop document attachment on any Business Central card, list or document page via a reusable page extension and FactBox
- Version control with check-in/check-out, version numbering and per-version comments — no more overwriting attachments
- Immutable audit history table logging user, timestamp, action and version for every document and approval event
- Configurable multi-step approval flows (sequential or parallel) built on BC's Workflow and Approval Entry tables