Freeze for Dynamics 365 BC - en-US

Manual for the administration and use of Freeze for Microsoft Dynamics 365 Business Central.

With the Freeze Archive integration for Microsoft Dynamics 365 Business Central, you can access your audit-proof stored data and documents directly via the tried-and-tested Microsoft interface. Freeze Archive automatically links the documents to their business objects and also offers detailed search options via the index features and the full text of your documents.

System Requirements

System requirements for using FREEZE for Dynamics 365 BC

Supported Microsoft Dynamics 365 Business Central versions

Microsoft Dynamics 365 Business Central integration is possible from the following version due to...

Supported FREEZE versions

A licensed FREEZE system is required to connect FREEZE to Microsoft Dynamics 365 Business Central...

Installation

Licenses

Microsoft Information about the Microsoft Business Central licenses. FREEZE The DEXPRO FREEZE ...

Obtaining the DEXPRO modules

Detailed Information are here. OnPrem For OnPrem installations, an runtime package with the req...

Configuration & Administration

Permission sets

In order to use the modules, the appropriate authorization set must be assigned to the respective...

DEXPRO Core

The DEXPRO Core manages the individual DEXPRO apps and their documents per client. All documents...

Freeze Setup

In the FREEZE setup, both the connection to the Freeze Archive System and the processing within t...

Freeze Storage

The archive memories of the connected Freeze System are managed here. Fields Name: The unique...

Document Class Setup

In the document class setup, the mapping between the respective document class and your export in...

User Setup

Alternative authentication: If users are to access the archive with alternative authentication,...

OAuth 2.0 Setup

The OAuth 2.0 / Open Id users and their access tokens are managed here.

Additional search queries

Creation of additional search queries Below I have created a query that is appended to the syste...

Record Types

Record Types define the categorization of archive folders in FREEZE. Each archived record is assi...

Application / Use

Archive search of documents

Freeze Searchmask The Freeze search mask enables a full-text search as well as a search based on...

Archiving of documents

The following can be archived... Archiving after Posting When the option Archive after Posting is...

Freeze Queue Entries

All archiving processes are listed and processed here. Queue Entry Fields Entry No.: Sequenti...

Quick Freeze

The Quick Freeze FactBox enables manual archiving of files directly from documents and master dat...

PDF Viewer

The integrated PDF Viewer allows viewing PDF attachments directly within Business Central without...

Page Extensions

Freeze extends numerous standard pages in Business Central with archiving functions. The followin...

Extension Development

This chapter lists important integration events and examples to help you develop an extension for...

Attachment Download

Overview The DXP Freeze Result Management codeunit provides two primary methods for down...

Finding an archived document via search

Finding an archived document via search The Attachment Download page describes how to download th...

Archiving files

Depending on the setup, Freeze archives automatically in various situations (for example after po...

Attachment download as ZIP

This documentation provides comprehensive guidance for external AL developers on how to make effe...

Freeze integration into custom pages

Overview The DEXPRO Freeze extension provides document archiving functionality that lets users st...