Setup

Set Up Document Storage

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

You have three storage options regarding documents:

• Embedded: Select this option if you use small files. Files are saved in D365BC.
• Azure Blob Storage: Select this option if you use large files. This option requires a blob storage account in Microsoft® Azure®. Additional costs are related to setting up a blob storage account.
• SharePoint: Select this option if you want to use a connection between Business Central and your SharePoint storage. You will be able to upload files directly from and to SharePoint.

Refer to Microsoft documentation regarding storage account options in Azure: Storage account overview.

Learn more about how to set up document storage in EAM-BC in this video: Set Up Document Upload.

Learn more about SharePoint functionality in EAM.

1. On your role center, select the Settings button in the upper-right corner of the screen > Assisted setup.
2. In the Assisted Setup list > Advanced setup in Dynaway EAM section, select Set up documents upload.
3. Select the Default Storage Provider.
4. If you use Azure Blob Storage, provide storage account information in the Azure Storage section.
5. If you use SharePoint, provide storage account information in the SharePoint and Subfolders section.
6. Select Close to save the setup.