Table of Contents

BC Doc Test App provides a rich set of features designed to enhance your Business Central experience. This overview highlights the key capabilities available to users.

Feature categories

Features are organized into two main categories:

Core features at a glance

Document management

Create, manage, and process business documents with ease:

  • Document creation: Intuitive interfaces for creating new documents
  • Document templates: Pre-configured templates for common scenarios
  • Version control: Track changes and maintain document history
  • Approval workflows: Built-in approval processes

Document management interface showing key actions

Reporting and analytics

Generate insights from your data:

Report Type Description Output Formats
Standard Reports Pre-built reports for common needs PDF, Excel, Word
Custom Reports User-defined reports PDF, Excel
Analytics Dashboards Real-time KPI visualization Interactive
Data Export Bulk data extraction Excel, CSV, JSON

Integration capabilities

Connect with other systems seamlessly:

graph LR
    A[BC Doc Test App] --> B[Microsoft 365]
    A --> C[Power Platform]
    A --> D[External APIs]
    A --> E[Custom Systems]
Note

Integration features require proper configuration and may have additional licensing costs. Contact walter75 Consulting for details.

Advanced features at a glance

Automation and workflows

Automate repetitive tasks:

  • Scheduled jobs: Run processes automatically at specified times
  • Event-driven automation: Trigger actions based on business events
  • Batch processing: Handle multiple documents in one operation
  • AI-powered suggestions: Get intelligent recommendations

Customization options

Adapt the system to your needs:

Tip

Customizations are preserved during updates, ensuring your configuration remains intact.

Available customization areas

  1. User interface: Personalize layouts and field visibility
  2. Business logic: Extend functionality with custom code
  3. Data fields: Add custom fields to standard tables
  4. Report layouts: Design custom report templates

Security and compliance

Protect your data with robust security features:

Security Feature Description
Role-based access Control who can access what
Audit logging Track all system changes
Data encryption Protect sensitive information
Compliance reports Meet regulatory requirements
Important

Security features should be configured before going live. Consult with your IT security team to ensure proper configuration.

Feature comparison by license

Different features are available depending on your license:

Feature Basic Professional Enterprise
Document Management ✓ ✓ ✓
Standard Reports ✓ ✓ ✓
Custom Reports Limited ✓ ✓
Workflow Automation - ✓ ✓
Advanced Analytics - - ✓
API Integration - ✓ ✓
AI Features - - ✓
Note

Contact your administrator or walter75 Consulting to upgrade your license.

New and planned features

We're continuously improving BC Doc Test App. Here's what's coming:

Recently released

  • Enhanced search: Find documents faster with improved search
  • Mobile app improvements: Better mobile experience
  • Bulk operations: Process multiple documents simultaneously

Coming soon

  • AI-powered insights: Predictive analytics and recommendations
  • Enhanced collaboration: Real-time co-authoring
  • Advanced reporting: Power BI integration
  • Additional integrations: Support for more third-party systems
Note

Preview features are subject to change and may not be available in all regions. These features are provided for early feedback and testing purposes.

Performance and scalability

BC Doc Test App is designed to scale with your business:

  • High performance: Optimized for large datasets
  • Cloud-ready: Runs efficiently in Business Central Online
  • Multi-company support: Handle multiple companies in one environment
  • Extensibility: Easily extend without impacting performance

Performance metrics

Typical performance benchmarks:

Operation Records Time
Document Creation 1 < 1 second
Batch Processing 1,000 ~5 minutes
Report Generation 10,000 records ~10 seconds
Data Export 100,000 records ~2 minutes

Getting started with features

Ready to explore? Start here:

  1. Core features: Learn about essential functionality
  2. Advanced features: Discover premium capabilities
  3. How-to guides: Step-by-step instructions
  4. Quick start: Get started in minutes

Feature requests

Have an idea for a new feature? We'd love to hear from you:

See also