Document Drag-and-Drop Upgrade for Dynamics 365 Business Central

DocXtender is your bridge between Business Central (cloud edition) and the real world of documents. It’s a 100% free app that lets you drag and drop files—like invoices, purchase orders, quality documents, and even emails—right onto any compatible Business Central record. Think of it as your digital paperclip for the modern age, streamlining document management by connecting essential files to your business processes.

Listen to the Podcast: How DocXtender Streamlines Document Management in Dynamics 365 Business Central

The Problems DocXtender Solves

• Lost or scattered files? DocXtender ensures that documents are always at your fingertips—no longer chasing files across drives, emails, or inboxes.

• Inefficient processes? With drag-and-drop simplicity, users save time and reduce errors by linking documents directly where they belong.

• Compliance headaches? Keep audit trails tidy with version control, secure storage, and integrated SharePoint options.

• Collaboration barriers? Multi-user access means everyone's on the same page—literally.

Who Uses DocXtender?

From supply chain managers to accountants, sales reps to quality assurance specialists, everyone benefits:

• Supply Chain Managers: Attach purchase orders, invoices, and receipts for complete transaction visibility.

• Manufacturing Professionals: Attach production orders, BOMs, and work instructions to relevant records, ensuring production documentation is always accessible.

• Accounting Personnel: Keep financial documents organized, attached to the correct records, and audit-ready.

• Sales Reps: Connect contracts, quotes, and communications for a comprehensive customer view.

• Quality Teams: Attach certifications and inspection reports to receipts and orders.

• HR Professionals: Manage employee documents like contracts and training records.

What's New in Release 2.3?

Even small enhancements can pack a punch:

• Duplicate File Management: Automatically replace or rename files in SharePoint when duplicates are uploaded via non-interactive logins, ensuring your document versions stay clean and controlled.

• Multi-Language Folders: Say goodbye to cryptic folder names! SharePoint folder names now support table captions instead of table names—making navigation intuitive, regardless of your team’s language.

• Expanded Integration Options: Connect external apps to DocXtender like never before. New integration events and exposed procedures let you specify file parameters, override folder structures, and programmatically save documents—unlocking seamless integration with your broader ecosystem.

The Insight Works Commitment

At Insight Works, we’re proud to be the largest ISV of Business Central apps for manufacturing and distribution. We’re committed to keeping DocXtender 100% free, fully supported, and continuously improved. Whether you’re managing one document or one thousand, you can count on us to help you stay organized, efficient, and always in control.

Learn more about DocXtender by visiting DocXtender.com or installing it free from AppSource or the extension marketplace in Business Central.