As an IT manager, your primary goal is clarity and control. Not only within your ERP system, but across everything connected to it. Documents stored in SharePoint, emails living in Outlook, appointments in calendars, and tasks spread across tools. This fragmentation is exactly what leads to risk, inefficiency, and user frustration.

For many organizations, Microsoft Dynamics 365 Business Central is the operational backbone. But without a solid structure for documents and communication, there remains a gap between data and context. That is where dossiers come into play.

What are dossiers in Business Central?

Dossiers are centralized collections where all relevant information comes together around a customer, project, supplier, or case. Think of them as a digital filing cabinet inside Business Central, containing not only documents, but also emails, tasks, and appointments that belong together.

Instead of searching across multiple systems, your team works from one logical place: Business Central itself.

How do dossiers improve the document management process?

From an IT perspective, dossiers deliver several structural improvements:

  1. Centralization and structure: All relevant documents and communications are linked to the correct entity (such as a customer or project). This prevents uncontrolled growth of SharePoint folders and personal mailboxes.
  2. Faster access, fewer errors: Users no longer need to guess where information is stored. Less search time also reduces the risk of working with outdated or incorrect documents.
  3. Improved collaboration: Multiple departments, finance, sales, operations, work from the same source of truth. This avoids misinterpretation and speeds up decision-making.
  4. Compliance and audit trail: Dossiers help maintain verifiable documentation of communication and files. This is essential for audits, GDPR requirements, and industry-specific regulations.
  5. Productivity gains: For end users, working with dossiers simply feels logical: everything that belongs together is actually stored together.

Dynamics Dossier: dossiers as a complete workspace

With Dynamics Dossier (our app), the dossier concept is extended into day-to-day operations. Dynamics Dossier enables organizations to organize:

  • Documents
  • Emails
  • To-do items
  • Appointments

within a single dossier, fully integrated with Business Central.

For IT managers, this means:

  • fewer standalone tools
  • reduced integration complexity
  • higher user adoption

Users continue working in familiar Microsoft tools, but with added structure and consistency.

Why use an app like Dynamics Dossier in Business Central?

Business Central is intentionally designed as a generic platform. This is a strength, but also a limitation.

Specialized applications such as Dynamics Dossier:

  • Fill functional gaps without custom development.
  • Align with standard Microsoft architecture.
  • Remain upgrade-safe and maintainable.

For IT, this means lower technical risk than custom solutions, while still delivering the functionality users actually need.

Final thoughts: a strategic choice, not just a feature

Dossiers are not merely a convenience; they represent a fundamental way of working. For IT managers focused on:

  • control
  • compliance
  • user adoption
  • future-proof architecture

Dossier-based applications within Business Central are a logical next step.

A question worth considering: Where does your organization currently experience the most fragmentation of documents and context—and what does that cost in time, errors, and risk every day?

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