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Document Attachment & Quality Records (DMS) — A build-to-order Business Central (AL) extension that attaches controlled docum — 1/1Pré-visualização ilustrativa

A build-to-order Business Central (AL) extension that attaches controlled documents

— drawings, certificates of analysis, quality records and SOPs — to any page or record, with revision control, role-based access and SharePoint backing. Built, installed as a per-tenant extension and supported by ECOSIRE.

O que é Document Attachment & Quality Records (DMS)?

A build-to-order Business Central (AL) extension that attaches controlled documents — drawings, certificates of analysis, quality records and SOPs — to any page or record, with revision control, role-based access and SharePoint backing. Built, installed as a per-tenant extension 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.

Recursos Principais

Drag-and-drop file attachment onto any Business Central page or record via an embedded controlled-documents FactBox (page extension)
Link customer POs, certificates of analysis (CoAs), inspection records and quality docs to sales orders, purchase receipts and production orders
Document version and revision control with superseded-version flagging and a current-released indicator
SharePoint / Microsoft 365 storage backing, or native Business Central Attachments — chosen per your governance model
Role-based access to controlled documents enforced through Business Central permission sets (view / upload / approve tiers)
AL event subscribers that can require a released document revision before an order is released or a receipt is posted
Document-type taxonomy (drawing, CoA, SOP, inspection, work instruction) configurable to your quality system
Audit trail of who attached, replaced or superseded each document, with timestamp and user
OData / BC REST API exposure of document metadata for Power BI reporting or downstream integrations
Optional Power Platform / Dataverse surfacing so field and shop-floor apps can read the same controlled documents
Job queue support for bulk migration of legacy documents into the new structure at go-live
Deployed as a per-tenant extension so it survives Business Central monthly and major updates without re-installation

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

  1. 1

    Você faz o pedido

    Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

  2. 2

    Nós criamos e instalamos

    A ECOSIRE cria, configura e instala no seu Dynamics 365 Business Central.

  3. 3

    No ar + suporte

    Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.

Sobre este Produto

Quality and production teams in Business Central waste time hunting for controlled documents that live in shared drives, email threads and SharePoint folders disconnected from the transaction they belong to. Document Attachment & Quality Records (DMS) closes that gap by attaching the right drawing, certificate of analysis, inspection record or SOP directly to the Business Central record where work actually happens — released production orders, purchase receipts, item cards, sales orders, and more.

This is a build-to-order extension, not an instant AppSource download. ECOSIRE builds it in the AL language, deploys it to your environment as a per-tenant extension, and supports it on your tenant. We use table and page extensions to add a controlled-documents FactBox to the pages you nominate, event subscribers to enforce revision rules at posting and release, and a configurable storage backing that points at SharePoint / Microsoft 365 or stays inside Business Central's native Attachments, depending on your governance needs.

What you get is context: from a production order line, an operator opens the current released drawing revision; from a purchase receipt, a receiving clerk pulls the supplier CoA before put-away; from an item card, quality sees every SOP that governs that part. Revisions are tracked, superseded versions are flagged, and permission sets decide who can view, upload or approve controlled documents.

Because it is custom-built, the scope is yours: which pages get the FactBox, which document types you control, how revisions are numbered, and whether files live in SharePoint or BC. We scope it with you, build it, install it under change control, and stay on as your support partner. Honest lead time, real installation, ongoing updates — no shelfware.

O que você ganha

  • A custom AL per-tenant extension built to your scoped requirements, installed on your Business Central environment
  • Table and page extensions adding the controlled-documents FactBox to the specific pages you nominate
  • Configured storage backing (SharePoint/M365 or native BC Attachments) with connection and folder structure set up
  • Permission sets defining view / upload / approve access tiers for controlled documents
  • Event-subscriber rules enforcing revision controls at release/posting where requested
  • Optional one-time bulk migration of existing documents via job queue
  • Deployment to sandbox for UAT, then production install under change control
  • Admin and end-user documentation plus a handover walkthrough for your quality and operations leads

Para quem é isso

Quality Manager

Owns the controlled-document system and audit readiness. Needs CoAs, SOPs and inspection records tied to the exact transaction, with revision control and an access trail so the right version is always in front of the right person.

Production / Operations Lead

Runs the shop floor and wants operators to open the current released drawing or work instruction straight from the production order — not chase files across shared drives or email.

Business Central Administrator

Responsible for the tenant and its extensions. Wants a clean per-tenant AL extension that respects permission sets, survives BC updates, and integrates with the existing SharePoint and Power Platform estate.

Como Document Attachment & Quality Records (DMS) se compara

CritérioECOSIREConstrução personalizadaConcorrenteNativo do Dynamics 365 Business Central
Controlled documents attached in-context on the exact BC pages your teams useIncluídoIncluídoSuporte parcialSuporte parcial
Revision control with superseded flagging and current-released indicatorIncluídoSuporte parcialSuporte parcialNão incluído
Revision enforced at order release / posting via AL event subscribersIncluídoSuporte parcialNão incluídoNão incluído
Role-based access via Business Central permission sets (view/upload/approve tiers)IncluídoSuporte parcialSuporte parcialSuporte parcial
SharePoint / M365 storage backing configured to your governance modelIncluídoSuporte parcialSuporte parcialNão incluído
Built, installed as a per-tenant extension and supported by the vendor on your tenantIncluídoNão incluídoNão incluídoNão incluído
Document taxonomy and page placement tailored to your quality systemIncluídoIncluídoNão incluídoNão incluído
Survives BC monthly and major updates without re-installIncluídoSuporte parcialIncluídoIncluído

Perguntas frequentes sobre Document Attachment & Quality Records

How long does delivery take, and how is it installed?

This is a build-to-order extension, so there is an honest lead time rather than an instant download. After a short scoping session to confirm which pages, document types and revision rules you need, a typical build runs about one working week depending on scope and storage integration. ECOSIRE builds it in AL, installs it first to your sandbox for UAT, then deploys it to production as a per-tenant extension under change control. You are never left to self-install.

What does ongoing support and updates look like after go-live?

ECOSIRE supports the extension on your tenant under a defined arrangement. Because it ships as a per-tenant extension, it survives Business Central's monthly and major updates; we monitor compatibility with each BC release, fix issues, and apply enhancements you request. Scope changes — new pages, new document types, tighter revision rules — are handled as agreed follow-on work rather than forcing a rebuild.

Where are the files actually stored — in Business Central or SharePoint?

Either, by your choice. We can back the extension with SharePoint / Microsoft 365 so documents live in your governed document libraries, or keep them in Business Central's native Attachments if you prefer everything inside BC. We confirm the model during scoping based on your governance, retention and access requirements.

Does this work with my permission and security setup?

Yes. Access to controlled documents is enforced through Business Central permission sets, with view, upload and approve tiers. We align those tiers with your existing roles so quality can approve, operators can view the current revision, and uploads are restricted to authorized users. Every attach, replace and supersede action is logged with user and timestamp.

Can the document data feed Power BI or other systems?

Yes. Document metadata is exposed through the Business Central OData / REST API, so you can report on document coverage, revisions and access in Power BI. Where useful, we can surface the same controlled documents in Power Platform / Dataverse apps so field or shop-floor tools read from one source of truth.

Why build-to-order instead of buying an off-the-shelf AppSource app?

Off-the-shelf apps assume a generic document model and rarely match a specific quality system's revision rules, document taxonomy or page placement without compromise. Build-to-order means the FactBox appears exactly where your teams work, revisions follow your numbering, enforcement matches your process, and ECOSIRE owns the build end-to-end — including installation and support on your tenant.

Solicitar orçamento

Document Attachment & Quality Records

A build-to-order Business Central (AL) extension that attaches controlled documents — drawings, certificates of analysis, quality records and SOPs — to any page or record, with revision control, role-based access and SharePoint backing. Built, installed as a per-tenant extension and supported by ECOSIRE.

  • Drag-and-drop file attachment onto any Business Central page or record via an embedded controlled-documents FactBox (page extension)
  • Link customer POs, certificates of analysis (CoAs), inspection records and quality docs to sales orders, purchase receipts and production orders
  • Document version and revision control with superseded-version flagging and a current-released indicator
  • SharePoint / Microsoft 365 storage backing, or native Business Central Attachments — chosen per your governance model

Solicitar orçamento

Conte-nos suas necessidades de Document Attachment & Quality Records e enviaremos preços, opções de licença e uma proposta personalizada, normalmente em um dia útil.

Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.