Of key importance to EASY for Dynamics 365 BC are the so-called Document Definitions. They are used to define how internal documents are exported to the archive, and how data from external documents is imported into Microsoft Dynamics 365 Business Central. Establishing a separate definition for each document type is a good idea.

The document definitions are used to define from which Microsoft Dynamics 365 Business Central tables and fields data is transmitted to the respective metadata fields of an archived document in EASY Archive / Microsoft SharePoint during export.

When importing documents from the archive into Microsoft Dynamics 365 Business Central, the document definitions also define which data is added to a scanned document from Microsoft Dynamics 365 Business Central which is largely short of information, so that the index information required for storage / archiving is made available.

So, a document definition works both ways, for import and export. Moreover, the storage in which documents to be archived are stored is defined in the document definition.

If the CRM module for Microsoft Dynamics 365 Business Central is installed, you can also automatically create activity log entries for each export or import of a document. This EASY for Dynamics 365 BC functionality is also controlled via document definitions. Because it is a good idea that you control system behavior individually for each document type, you should create a separate definition for each document type.