OPS DocuExtender for Microsoft Dynamics 365 Business Central

OPS DocuExtender for Microsoft Dynamics 365 Business Central

Ø Solution Overview

OPS DocuExtender by Intelegain is a powerful productivity enhancement solution designed for organizations using Microsoft Dynamics 365 Business Central. It enables users to seamlessly attach, manage, and access documents directly within Business Central, improving operational efficiency and document traceability.

The solution ensures that all business-critical documents are easily accessible, securely stored, and contextually linked to relevant records—eliminating manual document handling and scattered storage by users.

Ø How OPS DocuExtender works

OPS DocuExtender allows users to:

· Attach documents to any supported page in Microsoft Dynamics 365 Business Central.

· Upload files using a simple drag-and-drop interface.

· View and access documents directly from related records such as customers, vendors, orders, invoices, and more.

This ensures that documents are always available exactly where users expect them, within the business workflow in Business Central

Ø Key Advantages

1. Time Savings

· Eliminates the need to search through shared drives or emails.

· Documents are automatically linked to the relevant Business Central records.

2. Improved Accessibility

· All related documents are available in one place.

· Users can access files directly from the corresponding Business Central page.

3. Secure & Disaster-Proof

· Digital document storage protects data from physical damage such as fire, theft, or floods.

· Reduces dependency on paper-based record keeping.

4. Eco-Friendly

· Promotes a paperless working environment.

· Supports sustainability goals by reducing paper usage.

Ø SharePoint Integration for document storage
To optimize storage usage in Business Central and its performance, all documents will be stored securely in Microsoft SharePoint rather than consuming Business Central database storage.

Benefits of SharePoint Integration

· Saves usage of Business Central storage.

· Leverages SharePoint’s robust security, versioning, and access control.

· Ensures high availability and scalability.

Ø Practical Use Cases

· Attach Customer Purchase Orders to sales orders.

· Link Invoices to purchase orders or posted documents.

· Associate Quality and compliance documents with receipts or inspections.

· Attach any supporting files (images, PDFs, contracts, etc.) to relevant Business Central records.

Ø Conclusion

OPS DocuExtender enhances document management within Microsoft Dynamics 365 Business Central by improving accessibility, reducing manual effort, and ensuring secure, scalable document storage through SharePoint integration. It enables organizations to streamline operations, improve productivity, and maintain better control over their documentation lifecycle.