Los detalles del producto se muestran en inglés. Próximamente traducciones.
Datos rápidos
- Precio
- $249.00 USD
- Versiones de dynamics_365_business_central
- —
- tiempo de configuración
- 20 minutos
- Licencia
- Perpetuo único
- Idiomas
- 11 idiomas
Compra única
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.
$249.00USD
Sin pago ahora. Esto envía una solicitud de presupuesto a nuestro equipo; te responderemos por correo con precios y próximos pasos.
Características clave
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
Immutable audit trail (who uploaded, viewed, replaced, archived, deleted — captured via event subscribers) for compliance review
Full-text document search across metadata and indexed content, surfaced through a dedicated search page and BC's global search
Hierarchical folder and category taxonomy tailored to your filing conventions, with naming-pattern enforcement
Dedicated AL permission set (read / contribute / archive / admin) integrated with BC's standard user group security
Background Job Queue entry for content indexing, retention enforcement and storage housekeeping
OData v4 / REST API endpoints so external apps, Power Automate or Power Apps can read and post documents
Optional Dataverse virtual-table surfacing for Power Platform and Microsoft 365 reuse
Retention and archival policies with configurable hold periods before documents move to cold archive storage
Sobre este producto
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.
Por qué elegir Document Management & Archive (DMS)
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
Immutable audit trail (who uploaded, viewed, replaced, archived, deleted — captured via event subscribers) for compliance review
Full-text document search across metadata and indexed content, surfaced through a dedicated search page and BC's global search
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.
lo que obtienes
- 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
¿Para quién es esto?
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.
Descripción general de la instalación
Descargar desde ECOSIRE
Compre la licencia en ecosire.com y descargue el módulo ZIP Document Management & Archive (DMS) desde el panel de su cuenta.
Subir a Odoo
Extraiga el ZIP en su carpeta de complementos personalizados de Odoo en el servidor (o cárguelo a través de Aplicaciones > Instalar desde archivo en Odoo.sh/runbot).
Instalar el módulo
Active el modo de desarrollador, abra Aplicaciones, haga clic en Actualizar lista de aplicaciones, busque Document Management & Archive (DMS) y presione Instalar.
Configurar ajustes
Abra el nuevo menú, pegue su clave de licencia de ECOSIRE, conecte cualquier credencial externa (Shopify, Amazon, Stripe, etc.) y guarde.
Verificar y publicar
Ejecute la prueba de conexión integrada, sincronice sus primeros 10 registros y programe el cron recurrente. Póngase en contacto con el soporte si algo falla.
Cómo se compara Document Management & Archive (DMS)
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Odoo Nativo |
|---|---|---|---|---|
| Attach documents to any (incl. custom) BC record | ||||
| External storage backend (SharePoint / Azure Blob, not in BC DB) | ||||
| Full version history with check-in/check-out | ||||
| Immutable audit trail of document actions | ||||
| Full-text document search | ||||
| Tailored to your folder taxonomy, retention and permission sets | ||||
| Source-available AL code handed to you | ||||
| Installed and supported for you (no in-house AL skills needed) |
Preguntas frecuentes sobre Document Management & Archive (DMS)
+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 2 to 4 weeks 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 $249 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.
Por qué los clientes confían en ECOSIRE
SOC 2 alineado
Cumple con el RGPD
Pago seguro con franjas
Devolución de dinero en 30 días
Actualizaciones de por vida
Licencia LGPL-3.0
Módulos relacionados
Solicitar presupuesto
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.
- 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