Wanting to store files in Microsoft Dynamics 365 Business Central?
Ever wished you could store any file, email, image, spreadsheet, drawing or document directly in your Dynamics 365 Business Central system with just a drag and drop?
With Clever Document Links and Dynamics 365 Business Central now you can. Clever Document Links adds that capability to all the master records and transactions. Simply drag and drop files into the Clever Document Links FactBox to upload the document and link it to the appropriate record.
Make a Change for the Better
With Clever Document Links, straightforward and defined email templates they will pull through the correct contact and content information to personalise each communication.
Email individual document or batches of documents, instantly, or scheduled for sending at the end of the day/overnight – all from within Dynamics 365 Business Central.
You’ll wonder how you managed without it
With Clever Document Links and Microsoft Dynamics 365 Business Central now you can. Clever Document Links adds that capability to all the master records and transactions.
That means that the emailed purchase order can be dropped onto a sales order, an account application form can be stored against the customer or vendor, on the item you can hold any product information, images, drawing, costing or anything else you need.
Clever Document Links knows how the transactions work within Dynamics 365 Business Central so the link to that purchase authorisation email, dropped against you sales document is passed through resulting invoices to the customer ledger entry so it only a click away for your credit controller when they later are chasing the debt.
Control when and how
It's crucial to manage files within the Sales Order process in Dynamics 365 Business Central. This is greatly complimented by the Super User and Regular User permissions within Document Links.
Any Super User can have total control of who can remove documents, which eliminates the potential risk of accidental or malicious document deletion.
The Document Links FactBox will allow you to link files across your system to create a holistic view of your data within Dynamics 365 Business Central.
No major project, start today
Help ease the drudgery of manual and paper based tasks in your back office operations with Clever Document Links for Dynamics 365 Business Central.
Flexible storage locations
OCR barcode matching
Linked Document Attributes
Want to get started with Clever Document Links?
Call us on 01902 578300 or use the form below to transform your back-office based operations.