Document Links

The Document Links application enables organizations to link documents stored in SharePoint Online to any entity within Dynamics 365 Business Central. Designed to enhance document management, it automates file naming, metadata handling, and folder creation - ensuring clarity, security, and efficiency across your document workflows.

Whether you're managing contracts, invoices, or customer records, Document Links provides a centralized and intuitive way to store, organize, and retrieve documents directly from Business Central.

Key Features

• Link documents from SharePoint Online to any Business Central entity.
• Automatic file naming based on predefined rules.
• User-defined metadata for enhanced document classification.
• Rule-based folder creation in SharePoint (e.g., by month, year, or entity).
• Link one document to multiple entities (e.g., multiple customers).
• Drag & drop upload directly from Business Central.
• Attribute-based search for fast document retrieval.
• Quick document preview and easy unlinking without deletion.

Main Benefits for Customers

• Centralized storage saves space by storing a document only once while linking it to multiple records.
• Time savings through automation of document-related processes.
• Improved organizational clarity through rule-based document sorting.
• Enhanced security via centralized storage in SharePoint Online.
• Flexibility in handling various document types and entities.
• Easy integration into existing Business Central environments.
• Boosted productivity through an intuitive and user-friendly interface.