Edit

Connect e-documents to Microsoft 365 applications

Streamline accounts payable processes by enabling purchasers to add multiple invoice and receipt documents to e-documents in a single action. That makes it easier for them to process vendor invoices and receipts because it's faster to import the documents from a single point of entry.

This article describes how to set up connections to Microsoft 365 applications.

Set up connections to Microsoft 365 applications

Connecting e-documents with Microsoft 365 applications requires that you set up e-documents in Business Central. If you haven't done that already, follow the steps in Set up e-documents to get started.

Note

  • The connections only work for the online version of Business Central.
  • The Microsoft 365 access point that you connect with must be in the same Microsoft Entra tenant as your Business Central environment.

Configure an access point

When your e-document setup is complete and you're ready to connect to a Microsoft 365 application, follow these steps:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter E-Document Services, and then choose the related link.
  2. In the Service Integration V2 field, depending on where you receive documents, choose Outlook, SharePoint, or OneDrive.
  3. Choose the Setup Service Integration action.

The steps to connect e-documents to a Microsoft 365 access point depend on the type of connector you choose.

Set up the connector for Outlook

Note

Currently, the connector for Outlook only lets you download PDF file attachments.

  1. On the Outlook Document Import Setup page, choose the assist edit button The AssistEdit icon. in the Account field, and then choose the Microsoft 365 mailbox that you want to download documents from.

    Note

    The account you're signed in with must have Read/Write access to the Microsoft 365 e-mail account.

  2. Turn on the Enabled toggle, and then close the page.

  3. On the E-Document Service page, choose the Receive action. This action reads the unread emails from the specified mailbox that were received after the last time you downloaded them. It creates one e-document for each PDF attachment, and marks the emails as read.

Set up the connector for SharePoint or OneDrive

The setup is the same for SharePoint and OneDrive. Create two folders in the selected Microsoft 365 application:

  • A document folder from which Business Central imports documents.
  • An archive folder to which Business Central moves documents after importing them.

Note

The folders must belong to the same SharePoint document library or OneDrive. Also, the account you sign in with must have read and write access to both folders.

  1. In SharePoint or OneDrive, use the Copy link action to create a shared link for each folder. When you create the links, specify who can use them.
  2. On the SharePoint Document Import Setup or OneDrive Document Import Setup pages, paste the shared link for the source folder into the document folder.
  3. Paste the shared link for the destination folder into the archive folder.
  4. Turn on the Enabled toggle, and then close the page.
  5. On the E-Document Service page, choose Receive. Business Central imports eligible PDF files from the document folder. After a document is successfully imported, Business Central moves it to the archive folder.

Note

The SharePoint and OneDrive connectors import PDF files up to 20 MB. The folders and the Business Central environment must be in the same Microsoft Entra tenant.

E-documents overview
Set up e-documents

Find free e-learning modules for Business Central here

  • Last updated on