DocXtender

DocXtender

Insight Works
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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.

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.

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

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

Audience

Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution

Audience

Dynamics 365 users

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
DocXtender is a free app for Dynamics 365 Business Central
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Insight Works
Founded: 2008
Canada
www.dmsiworks.com

Company Information

Inogic Tech
Founded: 2006
India
bit.ly/3s90DdO

Alternatives

Alternatives

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MetaDocs

MetaOption
SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems
SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems
Squirrel

Squirrel

SmiKar Software

Categories

Categories

File Sync Supported

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

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

Integrations

Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft SharePoint Not Supported

Integrations

Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft SharePoint Supported
Claim DocXtender and update features and information
Claim DocXtender and update features and information
Claim Inogic SharePoint Security Sync and update features and information
Claim Inogic SharePoint Security Sync and update features and information