Clever Document Links
by Clever Dynamics
Drag & drop any email or document directly into Microsoft Dynamics 365 Business Central
Are you often losing track of documents? Easily drag and drop any email or document directly into Dynamics 365 Business Central so you never misplace them again!
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 via 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.
Use Clever Document Links to:
- Adds a fact box 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 your free trial today and see how Clever Document Links can benefit your business. Click here for app pricing.
This app is part of our Clever Essentials family of apps, which includes Clever Document Delivery, Clever Document Links, Clever Data Validation, Clever Credit, Clever Global Search, Clever Comments and Clever PrintNode Integration. When purchased together you save over £100! These apps make entering, finding, storing, sending and printing information, easier, quicker and more accurate. Then, to top it off, it adds the credit rules you need to take the risk out of your customer accounts.
Microsoft Dynamics 365 Business Central Essentials & Premium
Australia, Austria, Belgium, Canada, Colombia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, Indonesia, Italy, Japan, Korea, Latvia, Malaysia, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, UK, United States, Vietnam