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Installation Overview

Download Dynamics Dossier

Installation Overview

Prerequisites

Before installing Dynamics Dossier, ensure your environment meets the following requirements:

Microsoft Dynamics 365 Business Central

  • Version: 26.0 or higher
  • Edition: Essentials or Premium Edition
  • Deployment: SaaS (Business Central Online) or On-Premises

Required Dependencies

The following apps must be installed before Dynamics Dossier:

  1. Q-Team App Authenticator (v26.0.45894.0)
    • Provides enhanced authentication services
    • Handles license validation and compliance
  2. Drag & Drop (v26.0.45894.0)
    • Enables drag-and-drop functionality for documents
    • Enhances user interface experience

System Requirements

  • Microsoft Outlook integration (Office 365 compatible)
  • Modern web browser (Chrome, Edge, Firefox, Safari)
  • Adequate storage for dossier documents and attachments
  • Network connectivity for email integration and online services

User Requirements

  • Business Central user license (Essentials or Premium)
  • Dynamics Dossier license (€29/user/month, $30/user/month)
  • Appropriate permissions for dossier management

Installation Methods

SaaS (Business Central Online) Installation

Step 1: Access Microsoft AppSource

  1. Navigate to the Microsoft AppSource marketplace
  2. Search for "Dynamics Dossier" by Q-Team Solutions
  3. Click on the app listing

Step 2: Start Free Trial

  1. Click "Free Trial" to start a trial period
  2. Sign in with your Microsoft 365 administrator credentials
  3. Select your Business Central environment
  4. Review and accept the terms and conditions

Step 3: Install the App

  1. The system will automatically check for dependencies
  2. Install required dependencies if not already present:
    • Q-Team App Authenticator
    • Drag & Drop
  3. Click "Install" to proceed with installation
  4. Wait for the installation to complete (typically 5-10 minutes)

Step 4: Verify Installation

  1. Open your Business Central environment
  2. Navigate to Extension Management
  3. Verify that all three extensions are installed and enabled:
    • Dynamics Dossier
    • Q-Team App Authenticator
    • Drag & Drop

On-Premises Installation

Step 1: Obtain Installation Files

  1. Contact Q-Team Solutions at support@q-team.nl
  2. Purchase the on-premises license
  3. Download the installation files:
    • Dynamics Dossier (.app file)
    • Q-Team App Authenticator (.app file)
    • Drag & Drop (.app file)

Step 2: Install Prerequisites

  1. Install Q-Team App Authenticator first
  2. Install Drag & Drop extension
  3. Verify both extensions are operational

Step 3: Install Dynamics Dossier

  1. Use Business Central Administration Shell or Development Environment
  2. Run installation command: ```powershell Install-NAVApp -ServerInstance BC260 -Path "Q-Team SolutionsDynamics Dossier26.0.45957.1.app" ```
  3. Publish and sync the extension: ```powershell Publish-NAVApp -ServerInstance BC260 -Path "Q-Team SolutionsDynamics Dossier26.0.45957.1.app" Sync-NAVApp -ServerInstance BC260 -Name "Dynamics Dossier" ```

Step 4: Start the Extension

Start-NAVAppDataUpgrade -ServerInstance BC260 -Name "Dynamics Dossier"

Post-Installation Steps

1. License Registration

  1. Navigate to Dossier Setup in Business Central
  2. Click "Register License"
  3. Enter your license key provided by Q-Team Solutions
  4. Verify license activation

2. User Permissions

  1. Go to Users in Business Central
  2. Assign Dynamics Dossier permission sets to appropriate users:
    • QTEAM DOSSIER - ADMIN: Full administrative access
    • QTEAM DOSSIER - USER: Standard user access
    • QTEAM DOSSIER - READ: Read-only access

3. Initial Configuration

  1. Complete the Configuration Setup
  2. Configure number series for dossiers
  3. Set up dossier types
  4. Configure email integration

Supported Countries and Languages

Geographic Availability

  • SaaS: Available in all countries where Business Central Online is provided
  • On-Premises: Available worldwide

Language Support

  • English (United States) - en-US
  • Dutch (The Netherlands) - nl-NL

Pricing Information

Subscription Costs

  • SaaS: $30.00 USD per user per month
  • On-Premises: €29.00 EUR per user per month

What's Included

✅ 24/7 Online Support - Technical assistance and troubleshooting<br> ✅ Automatic Updates - Latest features and security patches (SaaS only)<br> ✅ GDPR Compliance - Built-in data protection features<br> ✅ Multi-language Support - English and Dutch interface<br> ✅ Outlook Integration - Seamless email management<br>

Trial Period

Free Trial Benefits

  • 30-day trial period for full feature evaluation
  • No credit card required for trial activation
  • Full functionality available during trial
  • Technical support included during trial period

Trial Limitations

  • Limited to evaluation purposes only
  • Cannot be used for production data management
  • Automatic conversion to paid subscription required after trial

Support and Resources

Getting Help

Additional Resources

Troubleshooting Installation Issues

Common Installation Problems

  1. Dependency Missing: Ensure Q-Team App Authenticator and Drag & Drop are installed first
  2. Insufficient Permissions: Verify administrator rights for installation
  3. License Issues: Contact Q-Team Solutions for license validation
  4. Version Compatibility: Confirm Business Central version compatibility

Getting Installation Support

If you encounter installation issues:

  1. Check the troubleshooting guide
  2. Contact Q-Team Solutions support with:
    • Your Business Central version
    • Installation error messages
    • Environment details (SaaS/On-Premises)
    • User permissions information

Next: Continue with Configuration Setup to complete your Dynamics Dossier implementation.