Document Management & DMS (DocXtender-Style) for Business Central

Fonctionnalités clés

Drag-and-drop document attach control added via AL page extension to any BC record — Sales, Purchase, Items, Customers, Vendors, Jobs or custom tables

Pluggable storage backend: SharePoint Online via Microsoft Graph API, or Azure Blob Storage — documents live outside the BC database to keep it lean

Full-text OCR search powered by Azure AI Document Intelligence / Azure Cognitive Search, making scanned PDFs and images searchable from inside Business Central

Document version control with full revision history, check-in/check-out and a per-document audit trail stored in a table extension

Retention policies that flag, archive or purge documents on a schedule, executed automatically through the BC Job Queue

Automatic document capture via AL event subscribers on posting, release and approval events (e.g. attach posted invoice PDF on OnAfterPostPurchaseDoc)

Dedicated permission sets controlling who can view, upload, replace or delete documents — aligned to your existing BC security model

Metadata tagging and categorization with filtering, so documents are retrievable by type, date, party or custom dimension

Bulk migration tooling to import existing attachments and folder structures into the new DMS at go-live

Document factbox and dedicated list page surfacing all linked files, version state and storage location on each record

Optional exposure of document metadata through the BC REST/OData v4 API for downstream Power Automate and Power BI flows

Optional Dataverse / Power Platform virtual-table integration so Power Apps and model-driven apps can read the same document index

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

Vous commandez

Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

Nous développons et installons

ECOSIRE la développe, la configure et l'installe sur votre Dynamics 365 Business Central.

Mise en ligne + assistance

Vous êtes en ligne en 2–4 semaines environ, avec une période d’assistance après le lancement.

À propos de ce produit

Microsoft Dynamics 365 Business Central ships with a basic Incoming Documents workspace and the Attached Documents factbox, but neither gives you an external storage backend, OCR search across attachments, versioning or retention governance. This extension closes that gap with a DocXtender-style document management system built natively in AL.

ECOSIRE builds this as a per-tenant extension (not a generic AppSource listing), installs it directly on your Business Central environment — Online (SaaS) or on-prem — and supports it afterward. Because it is built to order, we tailor the storage backend, the entity coverage, retention rules and permission sets to your tenant rather than shipping a one-size configuration.

A page extension adds a drag-and-drop document control to the records you choose — Sales Orders, Purchase Invoices, Items, Customers, Vendors, Jobs, or any custom table. Uploaded files are streamed to SharePoint Online (via Microsoft Graph) or Azure Blob Storage, so your BC database stays lean and your documents live in governed Microsoft 365 storage. A table extension keeps the BC record linked to the stored object with metadata, version history and an audit trail. Event subscribers capture documents automatically on posting and release events.

Indexing runs through Azure AI Document Intelligence / Cognitive Search OCR, making scanned PDFs and images full-text searchable from inside BC. Retention policies flag or purge documents on a schedule via the Job Queue, and access is governed by dedicated permission sets.

Delivery is honest: after a short scoping call we quote a fixed timeline, build, validate in a sandbox, and deploy to production. The $499 price is the one-time build for the standard scope; complex entity coverage or Power Platform / Dataverse extensions are quoted separately.

Ce que vous obtenez

A per-tenant AL extension (.app) built to your scoped entity list, installed on your Business Central Online or on-prem environment

Sandbox validation build deployed and demonstrated before any production change

Configured storage backend — SharePoint Online site/library or Azure Blob container — wired via Microsoft Graph or Azure SDK with secured app registration

Configured OCR/full-text search pipeline against Azure AI services, scoped to your document volume

Custom permission sets and a documented BC security mapping for document access

Retention policy configuration plus Job Queue entries for scheduled enforcement, and a one-time migration of existing attachments at go-live

Admin/end-user runbook, source code handover, and a post-deployment support window with agreed SLA

Pour qui c'est

Finance & AP Manager

Wants every supplier invoice, statement and credit note attached to the posted Business Central document, OCR-searchable, and retained per audit rules — without exporting to a separate filing system.

Operations / Document Controller

Manages contracts, certificates and project files against Jobs and Items, needs version control and a clear audit trail of who changed what, and wants files governed inside Microsoft 365 storage rather than the BC database.

IT / BC Administrator

Responsible for the tenant's storage footprint, security and compliance. Prefers a per-tenant AL extension they can review, with documents offloaded to SharePoint/Azure Blob, governed permission sets and retention enforced by the Job Queue.

Comment Document Management & DMS (DocXtender-Style) for Business Central se compare

Critère	ÉCOSIRE	Construction personnalisée	Concurrent
Attach documents to BC records	Inclus	Inclus	Inclus
External storage backend (SharePoint Online / Azure Blob)	Inclus	Prise en charge partielle	Prise en charge partielle
OCR full-text search across attachments	Inclus	Prise en charge partielle	Prise en charge partielle
Document version control with audit trail	Inclus	Prise en charge partielle	Inclus
Retention policies enforced via Job Queue	Inclus	Prise en charge partielle	Prise en charge partielle
Tailored to your exact entities & permission sets	Inclus	Inclus	Non inclus
Built, installed and supported for you with source handover	Inclus	Prise en charge partielle	Non inclus
Automatic capture via AL event subscribers	Inclus	Prise en charge partielle	Prise en charge partielle

Foire aux questions sur Document Management & DMS (DocXtender-Style) for Business Central

How long until the extension is built and installed?

After a short scoping call we confirm your entity list, storage backend and retention rules, then quote a fixed timeline — typically 2 to 4 weeks for the standard scope. We build against a sandbox first, demonstrate it, then deploy to production. There is no instant AppSource download; this is built to order for your tenant.

Is this a Microsoft AppSource app I can install myself?

No. ECOSIRE delivers it as a per-tenant extension (a private .app) that we install directly on your Business Central environment. This lets us tailor entity coverage, storage and permission sets to your tenant. If you later want it hardened into a public AppSource app, that is a separate engagement we can scope.

What ongoing support and updates are included?

The build includes a post-deployment support window with an agreed SLA for fixes and questions. Because we hand over the source, you own the extension. We offer optional retainer plans covering Business Central version upgrades (the monthly/major release cadence), Microsoft Graph and Azure API changes, and feature enhancements.

Where are my documents actually stored?

Outside the Business Central database. You choose SharePoint Online (accessed via the Microsoft Graph API) or Azure Blob Storage. Business Central stores only the metadata, version history and a secure link, keeping your BC environment lean and your files in governed Microsoft 365 / Azure storage you control.

Does it work with Business Central Online (SaaS) and on-premises?

Yes. The extension is written in standard AL using page/table extensions, event subscribers and the Job Queue, so it runs on Business Central Online (SaaS) and supported on-prem versions. For OCR and external storage it calls Azure AI services and Graph/Azure Blob — we configure the required Azure app registrations during delivery.

Can it capture documents automatically instead of manual upload?

Yes. We subscribe to AL events such as posting, release and approval (for example, attaching the posted invoice PDF after a purchase document is posted) so documents are filed against the right record automatically. Manual drag-and-drop remains available on every covered page.