Startup with Dynamics 365 Business Central

DocuFlow and DocuBuilder have a far-reaching integration with Dynamics 365 Business Central. The following describes what needs to be done in Business Central in DocuBuilder to set up this link.

This chapter is designed for users who want to link DocuBuilder and DocuFlow to Microsoft Dynamics 365 Business Central for the first time.This quickstart includes the step-by-step plan:

  • Install DocuBuilder App from Business Central's Appstore.

  • Link between DocuBuilder and Business Central

  • Create users

  • Start standard environment

  • Fine-tuning of layout

  • Description of the standard installation with 3 standard house styles and many example templates

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