SD LinkBox
Autor: Simply Dynamics Ltd
LinkBox App for drag & drop file linking, version control, security access & auto template creation
SD LinkBox for Microsoft Dynamics 365 Business Central enables drag and drop attachment association with any Dynamics 365 Business Central record. You can also version control changes via a check in and check out process and add security to allow on certain User groups read, modify, insert or delete in approved areas. You can add default templates to a record which will auto insert when the record is created to be completed by a user for that record.
Wondering how to implement drag & drop file linking and version control in D365 Business Central - Trial the D365 App and See how!
Effective File Linking & Version Control in D365 BC
Use Cases
- Security:
- Version control changes and Log all check in or check out events.
- Restrict user access to Read, Insert, Modify or Delete combinations.
- Storage:
- Chose by group to store within database.
- Store in isolated storage (Cloud) or in File location (On-Prem).
- Control allowed file types and max sizes per drop point.
- Other Features:
- Templates can be auto inserted on record creation (e.g. customer credit application).
- Expiring attachment alerts - get reminders for expiring documents e.g. Insurance certificates.
Key Features
- Drag & Drop and Link to any Record.
- Store attachments either in Database or Network folder location.
- Restrict attachments by size and/or file type.
- Grant User Groups Read, Insert, Modify or Delete permission by drop point folder group.
- Create multiple drop points to display in different areas.
- For any record create a starter template which will auto insert an start-up attachment.
- Version control attachments to keep revision history.
- Alert on Expiring Documents (e.g. Insurance Certificates)
What's Next
You can install SD LinkBox in only minutes - Start your free trial today!
Supported Editions
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Supported Countries
Australia, Austria, Belgium, Canada, Croatia, Denmark, Estonia, Finland, France, Germany, Greece, Iceland, India, Ireland, Italy, Latvia, Lithuania, Luxemburg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Serbia, South Africa, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.
Supported Languages
English (Available as Auto-translated language: French, German, Portuguese, Spanish, Turkish)
