Built-in Document Management for Dynamics NAV 2009 R2

Microsoft Dynamics NAV 2009 now has a free express version document management product available to enhance the ability to attach documents to documents.

Chris Marcus from over at Zetadocs (developers of document management for Dynamics NAV) sent this information over a few weeks ago:

New version of Microsoft Dynamics NAV’s document management is available for download



In response to requests from Microsoft partners and customers, Zetadocs Express now integrates with SharePoint 2010, as well as Office 365’s SharePoint Online.


Zetadocs Express is the document management module for Microsoft Dynamics NAV. It allows users to drag & drop files and emails onto records in Microsoft Dynamics NAV, storing copies in SharePoint with links back. Documents such as invoices can be emailed directly from Microsoft Dynamics NAV and automatically stored in SharePoint. This new release offers greater flexibility, scalability and choice:


  • On-premise or in the Cloud
    Zetadocs Express now includes full support of Microsoft SharePoint Server 2010, SharePoint Foundation 2010 and SharePoint Online, allowing users to choose between on-premise SharePoint server or Office 365 in the Cloud for document archiving and retrieval at any time, from anywhere.
  • Save and Send any report
    The “Save and Send” feature has been expanded to enable almost any customized Microsoft Dynamics NAV report using SQL Server Reporting Services to be emailed, archiving a copy automatically in SharePoint.
  • Huge document archives
    A new day-based file plan in SharePoint handles the archiving of thousands of documents per day for well over a decade before there’s any requirement to move out older documents.

Zetadocs Express is the result of a collaboration between Microsoft and Equisys to provide Microsoft Dynamics NAV customers the additional value of integrated document management using SharePoint. It is available at no additional cost to users of the RoleTailored client who are on a Business Ready Enhancement Plan. More details are available here.