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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / export to sharepoint
Small and medium business | Business Central, N...
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export to sharepoint

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Posted on by BCinATX 24

is there a way to automatically export documents created by Business Central  to SharePoint natively? 

i would like to have a customer file created and all quotes, order acknowledgements, and invoices- converted to pdf and saved in SharePoint. 

is there a setting i can change opposed to buying connector?

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    No setting. The Sharepoint setup page you see in BC is to allow users in Sharepoint to read data in BC. The connector from appsource would be a quick fix.

    Alternative would be to use Power Automate, and do it yourself. Would be a few flows I’d expect

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi 

    As josh mentioned there is not native function available. you need to use 3rd party app. 

    The free version is DocXtender with limited function 

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.insight-works%7CAID.d50afbbf-aff3-4dac-bce7-8686b375b994%7CPAPPID.d50afbbf-aff3-4dac-bce7-8686b375b994?tab=Overview

    we use Sharepoint Connector which is a paid app but has more functions

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.efoqus-5058796%7CAID.sharepoint%7CPAPPID.23ebd065-b289-4a68-85e3-b8410e360157?tab=Overview

    Thanks 

  • David Cole Profile Picture
    David Cole 1,975 on at

    Zetadocs is designed for use with SharePoint. PDF versions of any Business Central document sent to customers can be easily stored in SharePoint, which are then visible on the relevant Business Central record in a Zetadocs FactBox. Any document type can also be captured against Business Central records and stored in SharePoint by dragging and dropping.

    A short video is available here: https://www.youtube.com/watch?v=NjJmrqn9eS8

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