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Document Management System Cloud

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Posted on by LF-16052033-0

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Hello,

We are looking into saving files on a document management system that is cloud based to be able to drag and drop files directly on to the Sales order or Purchase order page. We were looking into blob storage or SharePoint libraries. What cloud based program do you recommend to store files externally from Business Central?

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Integration with Dynamics 365 products

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YUN ZHU 68,095 Super User 2024 Season 2 on at

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Document Management System Cloud

The simplest is probably OneDrive, which has standard integration methods, although the method of operation may not be the same as what you want.

More details:

Business Central 2021 wave 2 (BC19) new features: AL API for sharing files in Microsoft 365 (Cloud Storage and Open in OneDrive)

https://yzhums.com/17888/

Implement your custom “Open in OneDrive” action in Dynamics 365 Business Central

https://yzhums.com/19896/

Business Central 2022 wave 1 (BC20) new features: Share a file through OneDrive (new Share action)

https://yzhums.com/23969/

Business Central 2023 wave 1 (BC22): Edit in OneDrive

https://yzhums.com/38181/

If you want to use Sharepoint, you can also use Power Automate, but because the standard APIs are limited, the setup may be a bit complicated.

How to automatically upload files from OneDrive to Business Central with Power Automate (No customization)

https://yzhums.com/39365/

If you are looking for a third-party solution, you can try searching on Appsource. Here are two simple examples.

https://appsource.microsoft.com/en/product/dynamics-365-business-central/PUBID.cegekaspa%7CAID.18103820-ww%7CPAPPID.077edff9-0e7a-46b1-b3a4-aecc35497ddf?tab=Overview

https://appsource.microsoft.com/en/product/dynamics-365-business-central/PUBID.cosmoconsultag%7CAID.cc_dms%7CPAPPID.a3130001-2c8b-4c6f-acbd-808b2f629ce2?tab=Overview

Hope this helps.

Thanks.

ZHU

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