产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $249.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 20分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
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
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
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
关于此产品
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.
为什么选择 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.
你得到什么
- 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
这是给谁的
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.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Document Management & Archive (DMS) 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Document Management & Archive (DMS)，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Document Management & Archive (DMS) 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| 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) |
关于Document Management & Archive (DMS)的常见问题
+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.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
相关模块
申请报价
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