SD LinkBox

Microsoft Dynamics 365

SD LinkBox App

for Microsoft Dynamics 365 Business Central by Simply Dynamics

SD LinkBox App enables drag and drop attachment association with any Dynamics 365 Business Central record. You can also version control changes via a check in and check out process and add security to allow on certain User groups read, modify, insert or delete in approved areas. You can add default templates to a record which will auto insert when the record is created to be completed by a user for that record.

Key Features

  • Drag & Drop and Link to any NAV Record.
  • Store attachments either in Database or Network folder location.
  • Restrict attachments by size and/or file type.
  • Grant User Groups Read, Insert, Modify or Delete permission by drop point folder group.
  • Create multiple drop points to display in different areas.
  • For any record create a starter template which will auto insert an start-up attachment.
  • Version control attachments to keep revision history.
  • Alert on Expiring Documents (e.g. Insurance Certificates)

Use Case Examples

  • Security:
    • Version control changes.
    • Restrict user access to Read, Insert, Modify or Delete combinations.
    • Log all Check in or check out events.
  • Storage:
    • Chose by group to store within database.
    • Store in isolated storage (Cloud).
    • Store in File location (On-Prem).
    • Control allowed file types and max sizes per drop point.
  • Other Features:
    • Templates can be auto inserted on record creation (e.g. customer credit application).
    • Expiring attachment alerts – get reminders for expiring documents e.g. Insurance certificates.

Pricing

SAAS

€79 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence

Trial

Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services

Perpetual

€2,315 Once off
Includes 16% Assurance yr1
Unlimited Users per licence
Unlimited Companies per licence

Why use Simply Dynamics SD LinkBox App?

D365 Business Central Store Version control and security attachments

30 Day Free Trial Via Microsoft App Source

Monthly Rental SAAS Users only

Resources

Video

Introduction + Overview
Click to View

User Guide

Version History

What do you get with Simply Dynamics SD LinkBox App?

SD LinkBox App for Dynamics 365 Business Central

Extension

  • App file
  • Prior to V15 we provide a FOB file
  • App file can be installed direct from Microsoft App Source
  • FOB’s may need partner assistance + Licence update

Updates

  • Major Versions
  • Every 6 months
  • Major releases will receive an update within 21 days
  • Minor releases only receive bug fixes if required

Guides

  • PDF User Guide
  • Online Video library
  • Remote Training Option
  • Remote Support Option
SD LinkBox App for Dynamics 365 Business Central
SD LinkBox App for Dynamics 365 Business Central

Installation

  • Assisted Setup
  • Template Config Package
  • Install & Setup – guide 2 hours
  • Training – guide 4 hours

Support

  • Email Support
  • Mon-Fri 09:00 to 17:30 GMT
  • Bug fixes
  • Feature requests considered for major release cycle

What do you need?

SUPPORTED EDITIONS

Essentials and Premium editions

SUPPORTED REGIONS

GB, IE, NA and other major regions

SUPPORTED LANGUAGES

English and machine translation on request

SUPPORTED EXTENSIONS

Dynamics365 BC V15 or later

SUPPORTED C/AL

Dynamics NAV 2016 or later