What is Dynamics Dossier
Introduction
Dynamics Dossier is a comprehensive dossier management extension for Microsoft Dynamics 365 Business Central, developed by Q-Team Solutions. It provides organizations with a centralized system to manage documents, appointments, tasks, and workflows through structured dossiers.
Core Concept
A dossier in Dynamics Dossier serves as a central container that groups related information, documents, activities, and processes for a specific purpose or individual. Think of it as a digital file folder that can contain:
- Personal or medical information
- Documents and attachments
- Appointments and tasks
- Progress tracking
- Workflow activities
- Comments and notes
Key Features
🗂️ Dossier Management
- Create and manage different types of dossiers
- Configurable dossier types with specific purposes
- Status tracking (Open, Closed, In Progress)
- Duration-based dossiers with automatic closure
- Advanced search and filtering capabilities
👥 Contact Integration
- Enhanced contact management with person-specific information
- Primary and secondary contact assignments
- Company and employee relationship management
- Contact-specific dossier views
📋 Document Management
- Centralized document storage per dossier
- Document categorization and organization
- Version control and history tracking
- Integration with Microsoft Office documents
⚕️ Medical & Absence Management
- Medical dossier creation and management
- Sick leave and absence duration tracking
- Medical examination scheduling
- Absence category classification (Short, Medium, Long term)
- Re-integration process management
🔄 Workflow Automation
- Configurable workflow templates
- Automated task creation based on dossier events
- Deadline tracking and notifications
- Multi-step process management
- Workflow progress monitoring
📊 Reporting & Analytics
- Comprehensive dossier reporting
- Absence statistics and analysis
- Workflow performance metrics
- Custom report generation
- Data export capabilities
Dossier Types
Dynamics Dossier supports various dossier categories:
| Category | Description | Use Cases |
|---|---|---|
| Absence | Manage employee absences and sick leave | Sick leave tracking, absence duration monitoring |
| Medical | Medical records and examinations | Patient records, medical appointments, treatments |
| Re-integration | Return-to-work processes | Rehabilitation planning, work capacity assessments |
| Examination | Various types of examinations | Safety inspections, medical examinations, assessments |
| Safety | Safety-related documentation | Safety protocols, incident reports, compliance tracking |
Integration with Business Central
Dynamics Dossier seamlessly integrates with Microsoft Dynamics 365 Business Central:
- Contact Management: Extends standard contact functionality
- User Permissions: Integrated with BC security framework
- Number Series: Uses BC number series for dossier numbering
- Interaction Log: Integrates with BC interaction logging
- Workflow: Leverages BC workflow capabilities
- Multi-language: Supports BC localization features
Benefits
For Organizations
- Centralized Information: All relevant information in one place
- Compliance: Meet regulatory requirements for record keeping
- Efficiency: Streamlined processes and automated workflows
- Visibility: Clear overview of ongoing processes and deadlines
- Scalability: Handles large volumes of dossiers and documents
For Users
- Intuitive Interface: Familiar Business Central user experience
- Quick Access: Fast search and filtering capabilities
- Mobile Access: Works on tablets and mobile devices
- Collaboration: Multiple users can work on the same dossier
- Notifications: Automatic alerts for deadlines and updates
Technical Architecture
Dynamics Dossier is built using:
- AL Language: Native Business Central development language
- Modern Architecture: Cloud-ready and SaaS compatible
- API Integration: RESTful APIs for external integrations
- Extensible Design: Can be customized and extended
- Security: Built-in role-based security and data protection
Supported Versions
- Microsoft Dynamics 365 Business Central: Version 26.0 and higher
- Language Support: English (en-US) and Dutch (nl-NL)
- Deployment: On-premises and SaaS (Business Central Online)
Dependencies
Dynamics Dossier requires the following additional apps:
- Q-Team App Authenticator (v26.0.45894.0)
- Drag & Drop (v26.0.45894.0)
These dependencies provide additional functionality for authentication and enhanced user interface features.
Next: Learn about the technical architecture of Dynamics Dossier.