SD LinkBox

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 attachment changes via a check in and check out process and add security to allow certain security groups read, modify, insert or delete permissions of attachments in approved areas.  You can add default attachment templates to a record which will auto insert a file attachment when a new record is created.

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Effective File Linking & Version Control in D365 BC

Use Cases

• Security:
• Version control attachment changes and Log all check in or check out events.
• Restrict user access to attachments to Read, Insert, Modify or Delete combinations.
• Storage:

• Chose by drop point group to store attachments using Database storage, Azure Blob storage, OneDrive storage or Dropbox storage.
• 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 attachments and Link to any Record.
• Store attachments either in database storage, Azure Blob storage, OneDrive storage or Dropbox storage.
• Restrict attachments by size and/or file type.
• Grant User Groups Read, Insert, Modify or Delete permission by drop point group.
• Create multiple drop points to display in different pages.
• For any record create a starter template which will auto insert a 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)

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