DocXtenderInsight Works
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Inogic SharePoint Security SyncInogic Tech
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Related Products
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About
DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. With DocXtender™, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central.
* Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are.
* Don’t lose another document. By attaching your documents to Business Central records they are available when you need them.
* Fire and floods can’t destroy your digital documents as they can paper.
* Reduce your carbon footprint by eliminating the need to manage paper documents.
* Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.
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About
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint.
Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution
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Audience
Dynamics 365 users
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
DocXtender is a free app for Dynamics 365 Business Central
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationInsight Works
Founded: 2008
Canada
www.dmsiworks.com
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Company InformationInogic Tech
Founded: 2006
India
bit.ly/3s90DdO
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Not Supported
Archiving & Retention
Supported
Collaboration Tools
Not Supported
Compliance Tracking
Not Supported
Document Archiving
Not Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Not Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Not Supported
File Recovery
Not Supported
File Type Conversion
Not Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Not Supported
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File Sync Features
Audit Trail
Not Supported
Backup and Recovery
Not Supported
Conflict Detection
Not Supported
Real Time Synchronization
Supported
Remote Synchronization
Not Supported
Synchronization Scheduling
Not Supported
Two-Way Synchronization
Not Supported
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Integrations
Microsoft Dynamics 365
Not Supported
Microsoft Dynamics 365 Business Central
Supported
Microsoft SharePoint
Not Supported
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Integrations
Microsoft Dynamics 365
Supported
Microsoft Dynamics 365 Business Central
Not Supported
Microsoft SharePoint
Supported
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