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Clever Document Links

Clever Dynamics

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Drag & drop any email or document directly into Microsoft Dynamics 365 Business Central

With Clever Document Links and Microsoft Dynamics 365 Business Central you can drag and drop any document, link it to master data, documents or ledgers and securely store it in Dynamics 365 Business Central or SharePoint.

A purchase order received vie email could be dropped onto a sales order, an account application form could be stored against the customer or vendor, or against an item hold any product information, images, drawing, costing or anything else you need.

Clever Document Links knows how the transactions work within Dynamics 365 Business Central so the link to that purchase authorization email, dropped against your sales document is passed through to the resulting invoices so it’s only a click away for your credit controller when they come to chase the debt.

Clever Document Links:

  • Adds a FactBox to key pages in Dynamics 365 Business Central to display linked documents and drag and drop new attachments
  • Stores your files securely and efficiently in SharePoint or within your Dynamics 365 Business Central system
  • Can use an OCR service to recognize bar codes in your documents and suggest a match to the right transaction within your Dynamics 365 Business Central system

Clever Document Links makes the filing of any data against your Dynamics 365 Business Central data seamless, quick and simple.

Once used you’ll wonder how you ever managed without it.

Start you free trial today and see how Clever Document Links can benefit your business.

Support editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Support countries:

Australia, Austria, Belgium, Canada, Denmark, Germany, Finland, France, Iceland, Indonesia, Italy, Malaysia, Mexico, New Zealand, Netherlands, Norway, Singapore, South Africa, Spain, Sweden, Switzerland, Thailand, United Arab Emirates, United Kingdom, United States