News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Document Management in BC

Small and medium business | Business Central, N...

Suggested answer

Document Management in BC

(0) Share

Report

Report

Posted on by Greg Alford

We are currently using Clever Docs to allow us to drag and drop documents into BC Sales Orders. The documents are then stored in SharePoint. We then have a link to the documents in a fact box. Our one complaint we have is that the documents have to be opened one at a time. Is there another drag and drop add on that will allow us to open one or more documents simultaneosly? Better yet, allow us to append documents to documents that have already been uploaded to SharePoint.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

MahGah 15,435 on at

Like (0)

Report

RE: Document Management in BC

Hi

Maybe look into SharePoint connector below. It is a lot more flexible than Clever Doc (I have used both of them). The best part is you can plan your folders and name. Also, you can either Browse in SharePoint from BC and upload multiple file or open. Also, you can upload files into SharePoint and see in BC

appsource.microsoft.com/.../PUBID.efoqus-5058796|AID.sharepoint|PAPPID.23ebd065-b289-4a68-85e3-b8410e360157

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 292,884 Super User 2025 Season 1

#2

Martin Dráb 231,762 Most Valuable Professional

#3

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans