Beispielhafte VorschauStore, manage and access documents directly from any Business Central record with full version,
folder and audit control — backed by SharePoint or Azure Blob and built to order by ECOSIRE.
Was ist Document Management & Archive (DMS)?
Store, manage and access documents directly from any Business Central record with full version, folder and audit control — backed by SharePoint or Azure Blob and built to order 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.
Hauptfunktionen
Auf Bestellung gebaut, komplett für Sie erledigt
Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.
- 1
Sie bestellen
Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.
- 2
Wir bauen & installieren
ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.
- 3
Go-live + Support
Sie gehen in etwa einer Arbeitswoche live, mit zwei Wochen Go-live-Support. Fehler im von uns gelieferten Code beheben wir kostenlos.
Über dieses Produkt
Document Management & Archive (DMS) is a per-tenant AL extension that turns Microsoft Dynamics 365 Business Central into a paperless document hub. Instead of scattering PDFs across email, network drives and the limited native Attachments FactBox, your team attaches, versions, searches and archives documents directly on any BC record — Sales Orders, Purchase Invoices, Customers, Vendors, Items, Jobs or your own custom tables.
This is not an instant AppSource download. ECOSIRE builds the extension to fit your environment, then installs and supports it. We deliver it as a per-tenant extension published to your Business Central tenant (online or on-prem), wired into your data with table and page extensions, event subscribers and a dedicated permission set.
Under the hood, documents are stored in your own SharePoint document library or Azure Blob Storage container — not locked inside the BC database — so you keep ownership, governance and cost control. The extension records metadata, version history and a full audit trail in BC tables, and exposes folder structures, drag-and-drop upload and full-text search from a clean role-tailored page. A Job Queue entry handles background indexing and archival retention rules.
Because every business files documents differently, we tailor the record types covered, folder taxonomy, naming conventions, retention policy and permission sets to your processes. Integration points (Power Automate flows, Dataverse virtual tables, OData/REST endpoints for external systems) are scoped during discovery.
You get working software on your tenant, source-available AL code, documentation, and a support window — built by people who do Business Central AL development daily, not a black-box app you have to reverse-engineer.
Was Sie bekommen
- Per-tenant Business Central AL extension (.app) published and installed on your environment by ECOSIRE
- Discovery and scoping document defining covered record types, folder taxonomy, retention rules and storage backend
- SharePoint or Azure Blob storage backend configured and connected to your BC tenant
- Custom AL permission set(s) and Job Queue setup for indexing and retention
- Source-available AL project (table/page extensions, event subscribers, codeunits) handed over to you
- Admin and end-user documentation plus a handover walkthrough session, with a defined post-go-live support window
Für wen das ist
Operations Manager going paperless
Wants every order, delivery note and signed document filed against its BC record so the team stops digging through email and shared drives — with clear permissions on who can see and replace what.
Finance / AP team lead
Needs purchase invoices, receipts and approvals attached to the vendor and posted document, with a version history and audit trail that holds up during internal and external audits.
BC administrator / IT lead
Wants documents stored in the company's own SharePoint or Azure Blob (not bloating the BC database), governed by standard permission sets, and accessible to Power Platform via OData/Dataverse without a third-party black box.
Wie Document Management & Archive (DMS) im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Dynamics 365 Business Central nativ |
|---|---|---|---|---|
| Attach documents to any (incl. custom) BC record | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung |
| External storage backend (SharePoint / Azure Blob, not in BC DB) | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | Nicht im Lieferumfang enthalten |
| Full version history with check-in/check-out | Im Lieferumfang enthalten | Teilweise Unterstützung | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Immutable audit trail of document actions | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | Nicht im Lieferumfang enthalten |
| Full-text document search | Im Lieferumfang enthalten | Teilweise Unterstützung | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Tailored to your folder taxonomy, retention and permission sets | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Source-available AL code handed to you | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Installed and supported for you (no in-house AL skills needed) | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung |
Häufig gestellte Fragen zu Document Management & Archive
Is this a Business Central app I can install instantly from AppSource?
No. This is a build-to-order extension. ECOSIRE builds it to match your record types, folder taxonomy and storage choice, then publishes and installs it as a per-tenant extension on your Business Central environment (online or on-prem). You are paying for the software plus the engineering, installation and support — not a self-service AppSource download.
How long does delivery take?
Typical lead time is about one working week from the discovery call, depending on how many record types you cover and whether you choose SharePoint or Azure Blob. The flow is: discovery and scoping, build on a sandbox tenant, your UAT, then production install. We confirm a firm date in writing after scoping; the $999 covers the standard build, and any out-of-scope integrations are quoted separately.
Where are the documents actually stored?
In your own storage — either a SharePoint Online document library or an Azure Blob Storage container that you own and control. Business Central holds the metadata, version records and audit trail; the file binaries live in your storage backend. This keeps your BC database lean and leaves document governance, retention and cost in your hands.
Who handles ongoing support, updates and BC version upgrades?
ECOSIRE supports the extension after go-live. The package includes a post-delivery support window for fixes and questions. Because Business Central releases major updates twice a year, we offer a maintenance arrangement to recompile and re-test the extension against new BC versions; the source-available AL code is also handed to you, so you are never locked in.
Can it cover our custom tables and connect to Power Platform?
Yes. Because we extend in AL, we can add the Document Management FactBox and page extensions to your custom tables as well as standard ones. We can also expose documents over OData/REST or surface them as Dataverse virtual tables so Power Automate, Power Apps and the rest of Microsoft 365 can read and post documents — these integrations are scoped during discovery.
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Document Management & Archive
Store, manage and access documents directly from any Business Central record with full version, folder and audit control — backed by SharePoint or Azure Blob and built to order by ECOSIRE.
- Attach and store documents on ANY Business Central record via table and page extensions — Sales/Purchase documents, Customer, Vendor, Item, Job, and your custom tables
- Pluggable storage backend: your own SharePoint Online document library OR an Azure Blob Storage container (documents stay out of the BC database, keeping it lean)
- Drag-and-drop multi-file upload directly from the record's Document Management FactBox or list part
- Full version history with check-in/check-out semantics — every revision retained, never silently overwritten