Skip to content

Document Central Link Quick Start

Document Central Link enables fast and easy integration into Outlook to import documents from Outlook into Microsoft Dynamics 365 Business Central via Document Central.

Info

A valid Document Central license is required to use Document Central Link. Additionally, the feature must be activated in the target environment.

Document Central Link is a feature of Document Central and has to be purchased.

To Activate Document Central Link, follow these steps:

  1. Navigate through the Document Central - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Licensing.
  3. Navigate to the License section.
  4. In the License section mark Document Central Link Feature.
  5. Click on Purchase/Cancel in the Ribbon bar of the License section and execute the action Purchase.
  6. Confirm with Yes if you want to confirm that you want to purchase the selected feature.
  7. Select how you want the feature to be activated and confirm with Yes.
  8. To confirm the purchase order type CONFIRM and click Yes.
  9. Click on Activate/Deactivate in the License Ribbon Bar and execute Activate.
  10. Confirm with Yes if you want to activate the selected feature.
  11. If you want to activate the feature for all companies confirm with Yes.
  12. The Document Central Link feature is now activated.

Info

It is important that Document Cenral has been activated with a valid License.

Creating an Inbound List

Document Central Link

To use Document Central Link, an inbound list is required in Document Inbound. This inbound list can then be used to transfer documents and emails to Document Central.

To create a new Inbound List, follow these steps:

  1. Navigate through the Document Inbound - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Inbound Lists.
  3. Click on New to create a new inbound list.
  4. The Inbound List Wizard will open, click Begin.
  5. Choose a code and name for your list and click next.
  6. In the Document Process window click next.
  7. In the Upload section press next.
  8. In the Assignment Confirmation window, you must choose the Assignment Method ''Assignment via Document Central Link'' and click next.
  9. In the Split Options window click next to continue the wizard.
  10. By clicking Finish, the Inbound list is now created.

Info

You can only create one Inbound list with the Document Central Link assignment.

Installing the Outlook Add-in

Document Central Link can be installed via Microsoft AppSource or manually using a manifest file. Administrator permissions are required.

Installation via AppSource

  1. Go to appsource.microsoft.com
  2. Search for Document Central Link
  3. Click Get it now
  4. Choose your preferred deployment method
  5. Accept the required permissions (see the Permissions section below)
  6. Click Finish deployment to complete the installation

Manual Installation

  1. Go to admin.microsoft.com
  2. Click Upload custom apps
  3. Select Office Add-in as the app type
  4. Upload the provided manifest file
  5. Choose your preferred deployment method
  6. Accept the required permissions
  7. Click Finish deployment to complete the installation

Initial Setup in the Outlook Add-in

After installation, Document Central Link must be configured. This is done directly within the Outlook add-in by clicking on the three Points and choosing Document Central Links.

Granting Permissions

The following permissions are required to use Document Central Link:

  • Business Central - API.ReadWrite.All

    • Grants full access to Business Central web service APIs
    • Required to upload documents and communicate with Business Central

  • Microsoft Graph - offline_access

    • Allows the add-in to access authorized data even when inactive

  • Microsoft Graph - profile

    • Grants access to basic user information (name, email, etc.)
    • Used to perform actions in the user context

Info

On first launch, a pop-up window will appear to request additional permissions for the Business Central APIs.
1. Confirm the pop-up
2. Grant the requested permissions
3. Restart the add-in afterward

Selecting Environment and Company

After successful authentication:
1. Select the environment and company where Document Inbound is installed
2. This selection is saved and only needs to be done once
3. Only environments and companies the user has access to will be shown

Info

To use Document Central Link, the feature must first be activated in Document Central. Additionally, an inbound list must be available in the Document Inbound extension. Otherwise this nortification will be appear: "The Document Central Link feature is not enabled in this environment."
follow the steps in Feature Activation.

Selecting an Inbound List

To use an Inbound list, it must be selected in the Outlook Add in. If an Inbound list has already been set up, the Inbound list is selected automatically.

To select an Inbound List, follow these steps:

  1. Open Outlook.
  2. Go to the Document Central Link Add-in via the three dots.
  3. Select a Inbound List.

Info

As of version 1.1.0, it is possible to select an inbound list.
- All types are supported except Courier
- The record list is only shown for types Document Central Link or RecordID
- For the Barcode type, only PDF files can be uploaded

If the dropdown is disabled, reselect the company.
If it remains uneditable, update your Document Inbound version.