Best Document Management Systems for Dynamics 365
Updated July 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral — no vendor pays for placement or ranking.
Document management systems for Dynamics 365 store, index and govern business documents linked to Dynamics records. Dynamics integrates natively with SharePoint, which covers storage and collaboration for most organisations; dedicated platforms add enforced retention schedules, records management certification, full-text search across content and audit-grade version control that SharePoint alone does not provide.
Compare Dynamics 365 document management: 12 options
| Product | Best for | Pricing | Deployment |
|---|---|---|---|
| DocuWareCloud and on-premise document management with workflow automation and ERP connectors. | SMB / Mid-market / Enterprise | Subscription, quote-based (per user, tiered by user count); on-premise licensing also available | Cloud/On-premise/Hybrid |
| EgnyteCloud content management, governance, and collaboration platform for regulated and file-heavy teams | SMB / Mid-market / Enterprise | $22/user/month (Business plan, billed annually) | Cloud/Hybrid |
| Epicor ECM (DocStar)Enterprise content management and business process automation for documents and approvals. | Mid-market / Enterprise | Subscription and perpetual licensing; quote-based | Cloud/On-premise/Hybrid |
| FileHoldDocument and records management with workflow, available on-premise or in the cloud. | SMB / Mid-market / Enterprise | Pay-per-user subscription, with optional/custom add-on features priced separately | Cloud/On-premise/Hybrid |
| LaserficheEnterprise content management and process automation platform with AI-powered data capture. | SMB / Mid-market / Enterprise | $50/user/month (Cloud Starter) | Cloud/On-premise/Hybrid |
| M-FilesMetadata-driven document management that organizes content by context, not folders. | Mid-market / Enterprise | $65/seat/month (Essentials) | Cloud/On-premise/Hybrid |
| OnBaseEnterprise content services platform for document capture, workflow and records management | Mid-market / Enterprise | Custom quote / contact sales | Cloud/On-premise/Hybrid |
| OpenText Content Suite PlatformEnterprise document and records management deeply integrated with SAP and other business apps | Mid-market / Enterprise | Tiered subscription licensing based on number of users, content volume, and features; pricing quoted on request. | Cloud/On-premise/Hybrid |
| Revver (eFileCabinet)Document management and workflow automation with AI-powered data extraction. | SMB / Mid-market | Subscription / quote-based (contact sales) | Cloud |
| SharePointCloud document management and intranet platform built into Microsoft 365 | SMB / Mid-market / Enterprise | Included in Microsoft 365 Business Standard at $12.50/user/month (paid yearly) | Cloud/On-premise/Hybrid |
| Square 9AI-powered document management, capture, and workflow automation for mid-market organizations. | SMB / Mid-market / Enterprise | Per-user subscription (sold direct and via partners) | Cloud/On-premise |
| TemplafyAI-powered document generation and template governance for enterprise business documents. | Mid-market / Enterprise | Subscription, per-user, quote-based (tiered: Agents Platform / Pro / Premium) | Cloud |
Dynamics 365 has an advantage no other ERP in this directory shares: SharePoint is right there, integrated, and almost certainly already licensed through Microsoft 365. That makes the honest first question unusual for this category — not which document system to buy, but whether you need one at all.
For a large share of organisations, the answer is no. Where SharePoint runs out is governance under scrutiny: enforced retention with defensible disposition, records-management certification, controlled document processes with full audit history, and compliance obligations that require proving what happened to a document rather than merely storing it. The vendors below are worth their cost when those requirements are real and worth nothing when they are not.
Is the native SharePoint integration enough?
Dynamics 365 integrates with SharePoint document libraries out of the box, so documents attach to records, inherit Microsoft 365 security and are searchable through Microsoft Search — and Microsoft Purview adds retention labels and policies for organisations on the right licensing. For most Dynamics customers that combination genuinely covers the requirement at no extra software cost. Dedicated platforms earn their place with regulated records management, enforced retention that users cannot circumvent, structured document workflows such as controlled review and approval cycles, high-volume scanning and capture operations, and metadata-driven filing that does not depend on users choosing the right library.
All Dynamics 365 document management options
How to choose Dynamics 365 document management
- 1
Write down your requirements before any demo
List the specific document management outcomes you need — volumes, workflows, countries, systems in the loop — and rank them. Vendor demos are optimised to reframe your requirements around their strengths; a written list keeps the evaluation yours.
- 2
Verify Dynamics 365 integration depth, not existence
Every vendor here “integrates with Dynamics 365” — the differences are in depth. Ask each to demo the integration against a realistic Dynamics 365 configuration: your entity structure, your fields, your transaction volumes, and what happens when a sync fails.
- 3
Check certification and marketplace status
Look for Microsoft AppSource listing / ISV certification and a current listing on Microsoft AppSource. Certification doesn't guarantee fit, but it confirms the vendor keeps pace with Dynamics 365 releases — uncertified integrations are where upgrade breakage concentrates.
- 4
Reference-check companies that look like yours
Ask for two reference customers on Dynamics 365 at your size and in your industry, and ask them what broke in the first year. Implementation quality varies more than product quality in the document management category.
- 5
Model total cost over three years
Compare subscription plus implementation plus internal effort — not headline price. Dynamics 365 document management pricing models differ (per user, per volume, per entity), so normalise every quote to your actual usage before comparing.
Frequently asked questions
When should you look beyond SharePoint?
When governance rather than storage is the driver. Concretely: records-management certification requirements, enforced retention and defensible disposition that survive audit, controlled document processes in regulated industries, or high-volume capture operations SharePoint was never designed for. If the requirement is finding documents attached to Dynamics records, SharePoint plus Microsoft Search already does it and adding a platform is spending money to solve a solved problem.
How do third-party platforms integrate with Dynamics 365?
Documents live in the platform with metadata linking to Dynamics record identifiers, surfaced through an embedded control or an app inside the Dynamics interface. Security alignment is the detail that matters: a platform not respecting Dynamics' own security model can expose documents to users Dynamics deliberately restricts. Verify that model alignment during evaluation rather than after a permissions incident.
Does this overlap with AP automation?
For supplier invoices, entirely. AP automation platforms store invoice images as part of their workflow, so buying document management to solve an AP filing problem duplicates capability you would get anyway. Sequence matters: if invoices are the pain, buy AP automation first and reassess whether a broader document requirement remains — it frequently shrinks once the highest-volume document type is handled.
Which Dynamics 365 document management options does this directory compare?
This comparison currently covers 12 options that work with Dynamics 365, including DocuWare, Egnyte, Epicor ECM (DocStar). Each links to a detailed profile with features, integrations, pricing and alternatives, and the directory is updated as the market changes.
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