DocXtender Description
DocXtender by Insight Works, a free utility, allows users to attach documents to any page within Microsoft Dynamics 365 Business Central using a simple drag-and-drop. DocXtender can be used with any page in Dynamics 365 Business Central which supports attachments. DocXtender allows you to easily associate customer POs with orders, invoices to POs, quality documents to receipts, and any other file to pages within Dynamics 365 Business Central.
DocXtender Alternatives
LogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow.
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Ansarada brings order to organizational chaos to increase business value.
Ansarada is a total deal lifecycle management platform that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes.
Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Manage and maximize your Deals with Ansarada Always & Secure File Share. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions.
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Inogic SharePoint Security Sync
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
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SPListX for SharePoint
SPListX for SharePoint is an advanced application that uses a rule-based query engine to facilitate the exportation of document and picture library contents along with their metadata and related list items, including file attachments, directly to the Windows File System. With SPListX, users can export an entire SharePoint site, encompassing libraries, folders, documents, list items, version histories, metadata, and permissions, to their preferred location within the Windows File System. This versatile tool is compatible with various versions of SharePoint, including 2019, 2016, 2013, 2010, 2007, 2003, as well as Office 365, making it a reliable choice for organizations utilizing different SharePoint environments. Its comprehensive support for multiple SharePoint versions ensures that users can efficiently manage and transfer their data regardless of the specific SharePoint setup they are employing.
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Pricing
Pricing Starts At:
Free
Pricing Information:
DocXtender is a free app for Dynamics 365 Business Central
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
Insight Works
Year Founded:
2008
Headquarters:
Canada
Website:
www.dmsiworks.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
DocXtender Features and Options
Document Management Software
Archiving & Retention
Document Retention
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