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Extended SPC


Extended SPC adds the SharePoint Connector Factbox to selected Microsoft Dynamics 365 Business Central pages and provides processing reports for moving standard document attachments to SharePoint.

Current Version: 1.0.0.0 as of Business Central 23.

Manual


Creation date: 2026/09/05
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXESPC&L=en


☰ Contents



General

  • Extended SPC
  • Installation Notes

Setup

  • Extended SPC Setup
  • Page Selection
  • Administrator Authorization

Tasks

  • Working with Extended SPC
  • SharePoint Factbox
  • Transfer Attachments to SharePoint

Appendix

  • Release Notes

Docs  /  Solution  /  Extended SPC  /  General
 Extended SPC

Extended SPC adds the SharePoint Connector Factbox to selected Microsoft Dynamics 365 Business Central pages and provides processing reports for moving standard document attachments to SharePoint.

The app is intended for administrators who control where the Factbox is available and for users who manage documents for master data, sales, purchasing, projects, employees, and assembly records.

Extended SPC requires the SharePoint Connector app. SharePoint sites, folders, table mappings, authentication, and permissions are configured in that app.

SharePoint Connector product information

Docs  /  Solution  /  Extended SPC  /  General
 Installation Notes

Publish and Install the Extension


All necessary steps are described here:
[Microsoft Learn] Business Central - Publishing and Installing an Extension

Dependencies

  • SharePoint Connector

    Publisher: hougaard.com
    Minimum version: 5.0.0.251
    App ID: 23ebd065-b289-4a68-85e3-b8410e360157

Install the dependency before Extended SPC. After installation, configure SharePoint authentication and table mappings in SharePoint Connector, then continue with Extended SPC Setup.

Docs  /  Solution  /  Extended SPC  /  Setup
 Extended SPC Setup

Use Extended SPC Setup to decide on which supported Business Central pages the SharePoint Factbox is shown. The selection is stored for the extension and is not company-specific.

Before You Start

  • Install and configure the SharePoint Connector dependency.
  • Create a SharePoint Connector table mapping for every record type on which users need the Factbox.
  • Assign the Extended SPC Super permission set to users who administer or run this app.

Activated Pages

FieldDescription
Activated PagesIndicates whether at least one page is currently enabled. The field cannot be typed into directly. Use its AssistEdit button to open Page Selection.

An administrator approves the pages that may use the Factbox. A regular selection session displays only approved pages and controls which of them are active. Because the selection is shared, changes affect all companies that use the extension.

The Factbox appears only when both conditions are met: the page is active in Extended SPC and the underlying table has a SharePoint Connector mapping that requires the Factbox.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Setup
 Page Selection

Use Page Selection to control where Extended SPC may display the SharePoint Factbox. The list is built from the page extensions supplied by this app.

Fields

FieldDescription
NameThe caption of the original Business Central page.
Original Page NameThe technical name of the original page.
SubTypeThe subtype reported for the original page.
SelectedActivates an administrator-approved page for the SharePoint Factbox.
Admin SelectedApproves or removes a supported page. This field is displayed only in administrator mode.

How Selection Works

Administrators see all Extended SPC page extensions and decide which pages are approved. Outside administrator mode, the list contains only approved pages and allows those pages to be activated or deactivated. Selections are shared across companies.

Activating a page alone does not guarantee that the Factbox appears. The underlying table must also have a suitable SharePoint Connector mapping.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Setup
 Administrator Authorization

The ESPC Admin Password dialog authorizes the current Business Central user for administrator mode in Page Selection. The password is masked while it is entered.

After successful validation, the app stores the administrator flag for the current user and confirms the authorization. An invalid password does not grant access.

The app does not expose a standard navigation action for this dialog in the analyzed version. Access therefore depends on the deployment's navigation or customization. Contact the extension administrator if administrator mode is required.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Tasks
 Working with Extended SPC

Extended SPC supports two related ways of managing files: working with SharePoint files directly from supported pages and transferring existing Business Central document attachments to SharePoint.

Before You Start

  • Confirm that SharePoint Connector authentication, table mappings, sites, and folders are ready.
  • Complete Extended SPC Setup and activate the pages needed by users.
  • Verify permissions in both Business Central and SharePoint.

Work with Files on a Page

  1. Open an activated list or card page.
  2. Select the record whose files you want to view.
  3. Use the SharePoint Factbox to work with files in the mapped SharePoint folder.
  4. If the Factbox is missing, verify both the page selection and the SharePoint Connector table mapping.

Transfer Existing Attachments

  1. Open the Attachment To SharePoint report.
  2. Select the record types to process and apply filters to limit the records.
  3. Run the transfer and review the destination files in SharePoint.

The transfer removes processed standard attachment records from Business Central. Test the process with narrow filters and confirm the SharePoint destination before scheduling a larger run.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Tasks
 SharePoint Factbox

Extended SPC places the SharePoint Connector Factbox in the FactBoxes area of supported pages. When you move to another record, the app loads the mapped SharePoint folder in a background task so the page remains responsive.

Supported Pages

  • Customers, vendors, items, and projects
  • Employee Card and Employee List
  • Sales Invoice List and Sales Credit Memos
  • Purchase Quotes, Purchase Orders, Purchase Invoices, and Purchase Credit Memos
  • Posted Sales Invoices and Posted Sales Credit Memos
  • Posted Purchase Invoices and Posted Purchase Credit Memos
  • Assembly Order and Assembly Orders
  • Posted Assembly Order and Posted Assembly Orders

Availability

The Factbox is visible only if the current page is active in Extended SPC Setup and the record's table has a suitable SharePoint Connector mapping. An administrator may also limit which supported pages are available for activation.

Loading and Errors

The Factbox content is loaded asynchronously for the current record. If loading fails, the SharePoint Connector error is displayed in the Factbox. Check authentication, the site name, base folder, folder mapping, and the user's SharePoint permissions.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Tasks
 Transfer Attachments to SharePoint

Use the processing reports to move files from standard Business Central Document Attachments to the SharePoint folder determined by the SharePoint Connector table mapping.

Attachment To SharePoint

This task report lets you choose the record types to process and apply filters for each selected type.

OptionRecords processed
Process ProjectProjects
Process Bank AccountsBank accounts
Process Fixed AssetsFixed assets
Process G/L AccountsG/L accounts
Process Posted Purchase InvoicesPosted purchase invoices
Process Purchase OrdersReleased purchase orders only
Process Sales InvoicesPosted sales invoices
Process Sales Credit MemosPosted sales credit memos
Process Service OrdersService orders
Transfer MetadataThis option is shown on the request page. In app version 0.0.8.1, the report does not evaluate the option; metadata behavior is therefore determined by the custom transfer and SharePoint Connector configuration.

Custom Transfer

The custom report can be run with filters for table ID, record number, attached date, document type, and user. It supports source tables with a one-field primary key and sales, purchase, or service headers with a two-field primary key.

For each selected attachment, the report resolves the source record and destination folder, uploads the file, and fills configured SharePoint custom columns. The attachment record is then deleted from Business Central. Use precise filters and verify the result in SharePoint.

Run Safely

  1. Confirm that every selected record type has a valid SharePoint Connector mapping.
  2. Start with one record or a narrow date range.
  3. Run the report and confirm the files and custom columns in SharePoint.
  4. Only then broaden the filters or schedule the report through standard Business Central report scheduling.

If an upload fails, processing stops with an error. Review the filters before rerunning because successfully processed attachment records have already been removed.

Related Topics

Docs  /  Solution  /  Extended SPC  /  Appendix
 Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXESPC 1.0.0.0

as of Business Central 23
2026/09/02
  • Initial Version

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