Document Central

Business documents are often stored across shared drives, emails, and local folders, making retrieval time-consuming and inconsistent.

Document Central provides a central, structured, and searchable storage layer for all documents and files within Microsoft Dynamics 365 Business Central, while the physical storage can reside in SharePoint Online or Azure Blob Storage, depending on your organization’s requirements.

Documents such as invoices, orders, contracts, delivery documents, emails, and external documents can be archived, classified, and retrieved directly where they are needed inside Business Central.

Compliance

Document Central supports compliance and audit-proof document handling by ensuring that business documents are stored securely and traceably.

This includes access control, permission synchronization, change logging, and audit-proof storage options for regulatory or internal policy requirements.

These features help organizations meet legal, industry, and internal compliance standards related to document lifecycle management.

Document Central core features

• Central and secure document storage for Business Central
• Support for SharePoint Online & Azure Blob Storage
• Assign documents to any business record (customers, vendors, items, transactions, etc.)
• Audit-proof storage with configurable controls and Document Log
• Access and permission synchronization to ensure compliant retrieval and visibility
• Metadata search & filters for fast and structured document retrieval
• Automated archiving based on business events
• Document recognition for incoming files by filename, sender, QR/barcodes or metadata
• Optional Outlook integration to archive documents directly from emails (Document Central Link)

Why extend Business Central with Document Central?

• Create a single source of truth for documents across the organization
• Gain traceability and governance over document lifecycle events
• Reduce manual document handling and associated compliance risks
• Improve efficiency through structured document retrieval
• Strengthen organizational transparency and accountability (Document Inbound)
• Fully integrated, no external DMS required (Document Central Link)

Digitize your document management