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Insight Works case study

Add-on for Microsoft Dynamics 365 manages files with drag-and-drop efficiency

Older recordkeeping models can be slow and restrictive

Companies that manage lots of records need to easily store and retrieve them. Old, paper-based systems can pose a struggle.

An easy way to associate files in Microsoft Dynamics 365

DocXtender from Insight Works builds on Microsoft Dynamics 365 Business Central, providing a drag-and-drop method of linking files and records.

Less time looking means more time for higher-value tasks

DocXtender saves staff members time in finding and sharing records, and it can free up information technology resources.

A long history of Dynamics 365 development

Insight Works, an independent software vendor headquartered in Canada, has been developing add-ons for Dynamics 365 Business Central since 2008, when the application was known as Microsoft Dynamics NAV. Dynamics 365 Business Central is a scalable, cloud-based solution for enterprise resource planning, including document management. Insight Works add-ons are sold globally through a network of Microsoft resellers. Insight Works endeavors to create tools that deliver value at a price point that’s practical for small and medium-sized businesses.

DocXtender is a free add-on available on Microsoft AppSource. With DocXtender installed, users can drag documents from Windows Explorer, their desktop, Outlook, and other programs onto any Dynamics 365 Business Central page that supports document links. Documents are then associated with specific records within Dynamics 365 Business Central, making them readily accessible.

“Don’t mistake the value of DocXtender because it is a free utility and easy to use,” said Brian Neufeld, Director of Marketing for Insight Works. “DocXtender has replaced entire network file shares and drawers of filing cabinets while streamlining the workflow within Dynamics 365 Business Central. With the ability to drag and drop documents into Dynamics 365 Business Central and share them with others, documents are available instantly, eliminating the need to spend time searching for them.”

Streamlining with a paperless solution

Keeping records is an inevitable part of business, and companies can amass quotes, purchase orders, invoices, shipping documents, quality documents, agreements, and more. Managing and sharing them, especially among employees working remotely, can be a time-consuming process involving lots of paper. Paper-based records also are cumbersome to back up, making them more prone to loss in fires or floods.

DocXtender, as a paperless solution, enables companies to reduce their carbon footprint, easily share files, and save time in document retrieval. Staff time can then be allocated to more productive tasks, like improving customer service and accelerating order turnaround. In cases where files are already primarily stored digitally, DocXtender can minimize the need for a specialized file-sharing infrastructure, since file sharing can be done within Dynamics 365 Business Central. Making that change means less information technology maintenance required and less space needed for digital assets, which positively impacts the bottom line.

“DocXtender enhances an already robust platform by making it easy to associate customer purchase orders to orders, invoices to purchase orders, quality documents to receipts, or any other file to pages in Microsoft Dynamics 365 Business Central.”

—Mark Hamblin, President, Insight Works

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