DocSolutions for Dynamics CE

DocSolutions for Dynamics CE

Sharing the same documents on SharePoint between Microsoft Dynamics 365 Customer Engagement and Business Central

Do you want a single, streamlined document management system that remains fully consistent between Business Central and SharePoint, without added complexity?

Are you looking for a ready-to-use solution that keeps your systems aligned, with no hidden costs or complex integrations to manage?

Main benefits for the user

  • Work on the same documents in Dynamics 365 CE and Business Central, using a single shared SharePoint folder structure
  • Save time through automatic folder creation and immediate file availability in both systems
  • Documents always aligned: no duplication, a single repository, and consistently up-to-date versions for all users
  • Operational continuity for BC users: Business Central users work with documents as usual, with no changes to existing processes
  • Native integration between CE and Business Central, with no external services or additional complexity
EOS Solutions and KUMAVISION: certified competence for Microsoft Dynamics 365
Available on Microsoft AppSource

Resources

Download

DocSolutions for Dynamics CE Factsheet
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Features

  • DocSolutions For CE: app features

    Solution Architecture

  • DocSolutions For CE: app features

    DocSolutions – SharePoint Setup: from the DocSolutions SharePoint Setup page, configure the Tenant ID, Client ID, and Client Secret (the same values used in CE)

  • DocSolutions For CE: app features

    Configuration and validation of the CE Library in Business Central: definition of the “CE” DocSolutions Library, association with the reference table (e.g. Customers), and operational validation by checking CE documents in the FactBox (download, open, and upload) to confirm the correct folder path and permissions

Quick guide

Ready to go in a few steps with DocSolutions for Dynamics CE:

  1. Complete the setup
  2. Upload a document in CE
  3. A few moments later, find the same document in the DocSolutions FactBox in Business Central

Prices are per customer and for 12 months

Pricing Options

The features of the DocSolutions for Dynamics CE app require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

Go to Price List

Try now DocSolutions for Dynamics CE app for share the same documents on SharePoint between Microsoft Dynamics 365 Customer Engagement and Business Central

Get it from Microsoft AppSource