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
Installation
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...
Recent Entries
The Recent Entries FactBox shows the most recent archiving operations performed for the currently...
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...