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.
| Product | Best for | Pricing | Deployment |
|---|---|---|---|
| SMB / Mid-market / Enterprise | Subscription, quote-based (per user, tiered by user count); on-premise licensing also available | Cloud/On-premise/Hybrid | |
| SMB / Mid-market / Enterprise | $22/user/month (Business plan, billed annually) | Cloud/Hybrid | |
| Mid-market / Enterprise | Subscription and perpetual licensing; quote-based | Cloud/On-premise/Hybrid | |
| SMB / Mid-market / Enterprise | Pay-per-user subscription, with optional/custom add-on features priced separately | Cloud/On-premise/Hybrid | |
| SMB / Mid-market / Enterprise | $50/user/month (Cloud Starter) | Cloud/On-premise/Hybrid | |
| Mid-market / Enterprise | $65/seat/month (Essentials) | Cloud/On-premise/Hybrid | |
| Mid-market / Enterprise | Custom quote / contact sales | Cloud/On-premise/Hybrid | |
| Mid-market / Enterprise | Tiered subscription licensing based on number of users, content volume, and features; pricing quoted on request. | Cloud/On-premise/Hybrid | |
| SMB / Mid-market | Subscription / quote-based (contact sales) | Cloud | |
| SMB / Mid-market / Enterprise | Included in Microsoft 365 Business Standard at $12.50/user/month (paid yearly) | Cloud/On-premise/Hybrid | |
| SMB / Mid-market / Enterprise | Per-user subscription (sold direct and via partners) | Cloud/On-premise | |
| 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.
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.
SAP
Dynamics 365
Sage
Oracle+3
NetSuiteDynamics 365SAPSalesforce+2Dynamics 365SageOracle+3SAPOracleDynamics 365Sage+4SAPDynamics 365NetSuite
Workday+2SAPNetSuiteDynamics 365Microsoft 365+2SAPOracleWorkdayDynamics 365+2SAPDynamics 365WorkdaySalesforce+3NetSuiteDynamics 365SAPWorkday+4Dynamics 365Microsoft DataversePower PlatformMicrosoft Teams+1SageDynamics 365SAPNetSuite+2Dynamics 365Microsoft 365SalesforceGoogle Workspace+3Customer stories from the vendors compared above, summarised from their published case studies.
Financial Services · United States · Enterprise
2,300 users managing 300 million documents, accelerated claims processing, enhanced customer service, automated workflows
Financial Services · United States · Enterprise
Migrating 1 billion documents to Hyland Cloud, improved performance and user experience
Technology · Germany · Enterprise
Runs with SAP9 weeksConsolidated OCR solutions, increased process automation 30-80%, extracts 50+ data fields with 90% requiring no manual intervention, operates in 20+ languages
Transportation · United States · Mid-Market
Runs with InforEliminated paper copies, enabled 20% billing growth without additional AP staff, achieved real estate savings
Financial Services · United States · Mid-Market
Automated FNOL process, seamless integration reduced implementation time 50%+, improved customer service
Healthcare · United States · Enterprise
Unified medical images across facilities, eliminated paper storage need, achieved One Patient One Chart vision, improved clinical and operational efficiency
Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. Browse all add-on case studies →
A vendor-neutral shortlisting guide to document management: how the 12 systems we track compare on capability, what to check before you sign, and the questions that separate a good fit from an expensive one.
Document Management Buyer's Guide
12 systems compared · 2026
ERP Research
Based on published per-user pricing from 7 document management vendors in our catalogue. Enter your seat count for an annual range.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Most vendors here quote rather than publish. Tell us your Dynamics 365 version, seat count and must-haves and we'll come back with an independent view of what it should cost — and which options are worth quoting against each other.