什么是 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 $249.00 USD; request a quote for a scoped proposal.
产品详细信息以英文显示。翻译即将推出。
示意预览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.
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
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约 2–4 周内上线，并提供上线后的支持期。
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.
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.
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 | 包含 | 包含 | 部分支持 | |
| External storage backend (SharePoint / Azure Blob, not in BC DB) | 包含 | 部分支持 | 部分支持 | |
| Full version history with check-in/check-out | 包含 | 部分支持 | 包含 | |
| Immutable audit trail of document actions | 包含 | 部分支持 | 部分支持 | |
| Full-text document search | 包含 | 部分支持 | 包含 | |
| Tailored to your folder taxonomy, retention and permission sets | 包含 | 包含 | 不包括在内 | |
| Source-available AL code handed to you | 包含 | 包含 | 不包括在内 | |
| Installed and supported for you (no in-house AL skills needed) | 包含 | 不包括在内 | 部分支持 |
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.
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