BC-Docs
Document Management Tool in Dynamics 365 Business Central.
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Page content: Intro > Functionality > Highlighted Features > Contact
BC-Docs – Document Management in Business Central
Microsoft’s products are designed to handle either hard or soft data. Business Central manages the company’s hard financial, accounting, and budget data, while SharePoint handles the company’s soft document data. To have a complete view of the customer, the user needs easy access to both financial data and documents in Business Central.
Easy and Efficient Document Management
Today, IT users are required to have control over all data, be efficient, have a good overview of all types of documents related to the customer, such as agreements, budgets, invoices, and contracts, stay updated with procedures, and collaborate with their colleagues.
To master all these disciplines, users require an efficient and intuitive document management system. This is where BC-Docs comes into play as the perfect value-adding solution for your company, allowing you to gather all types of documents within Business Central.
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Why You Should Choose BC-Docs
We can mention several excellent reasons why you should choose the BC-Docs tool from digital workspace 365. Here are the top three:
BC-Docs is a component for Dynamics 365 Business Central that establishes a direct relationship between the customer card in Business Central and the document library in SharePoint or WorkPoint.
Using BC-Docs, the user gains access to customer documents on the customer card, creating a great overview of the customer and facilitating daily work.
Furthermore, BC-Docs is a user-friendly tool with many efficiency-enhancing features, including the ability to add documents to the customer via drag-and-drop and organize documents into folders.
Below, we have created a short video about BC-Docs, where we explain the key features and usability.
Highlighted Features
Easy access to customer documents
Using BC-Docs, the user has an additional tab available on the customer card for customer documents, which are journalized in the document library in SharePoint Online and WorkPoint.
Document management on the customer card
Documents in the document library can be opened and edited directly from Business Central. Documents can be easily uploaded to the document library using the upload function or drag-and-drop. There is also the option to access the document library in SharePoint Online or WorkPoint 365.
Do you need BC-Docs in Business Central
– or are you just curious?
Then don’t hesitate to contact me for a non-binding conversation about the possibilities.