EXC069.04 DocSolutions for BC (DCS)

Introduction

DocSolutions for BC extends the native integration between Dynamics 365 Customer Engagement (CE) and SharePoint and also implements the integration with Business Central (BC) to deliver a unified document experience.
It enables multiple folders and subfolders creation based on custom pattern on record creation; it also enables CE users (e.g., Sales) and BC users (e.g., Finance) to see, upload and download the same files, in the same folder structure, with no extra middleware, leveraging the standard CE↔Dataverse↔BC data synchronization.

Typical scenario: a salesperson attaches a Customer Agreement on an Account in CE; moments later, a BC user opens the corresponding Customer card and finds the same file in the DocSolutions FactBox.

Prerequisites

• Active Dynamics 365 CE environment
• SharePoint Online for file storage
• Business Central environments (if the documents must be shared between CE and BC) and DocSolutions for CE
• A data synchronization mechanism between CE and BC (the standard BC↔Dataverse connector is recommended)

DocSolutions for BC - SUMMARY

Locate the DocSolutions App from the installed app and open it (DocSolutions Admin or System Administator role is required).

From the menu is possible to manage SharePoint Site and Library configurations.

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