Dynamics 365 Business Central Tip of the Month: Simplify document management with drag and drop

Managing documents efficiently is critical for smooth business operations, but traditional upload methods can be time-consuming and prone to errors. With the drag and drop functionality in Microsoft Dynamics 365 Business Central (D365 BC), users can easily attach files directly to records, making document management faster, more intuitive, and less error prone. In this tip of the month blog, we explain key benefits of the drag and drop feature and how to use it to streamline your document management processes in D365 BC.

The drag and drop feature in Business Central allows you to quickly attach files, such as invoices, PDFs, images, or Word documents, by dragging them from your desktop and dropping them directly onto the relevant record page. Instead of navigating through multiple menus to upload files, this streamlined approach saves time and ensures documents are tied to the right transactions or master data.

How to use drag and drop in Dynamics 365 Business Central

1. Open the record: Navigate to the record where you want to attach a file. This could be a sales order, purchase invoice, customer card, vendor record, or other supported pages.
2. Locate the attachments section: Look for the FactBox or attachments area on the page.

3. Drag your file: From your desktop or file explorer, click and hold the file you want to attach.
4. Drop the file: Drag the file over the Business Central record window and release it in the designated area. The system will automatically attach it to the selected record.

5. Verify attachment: Once attached, you can view, open, or manage the file directly from within Business Central.

Note: Depending on your Business Central version and configuration, document handling may be native or require enabling an extension or integration (such as SharePoint, OneDrive, or third-party document management tools).

The drag and drop feature enhances document management in D365 Business Central by:

• Improving efficiency: Attach documents in seconds without navigating upload menus.
• Enhancing accuracy: Ensure files are correctly linked to the appropriate records.
• Supporting collaboration: Make documents accessible directly from sales orders, invoices, and other records.
• Reducing errors: Minimize the risk of misplaced or lost files.

For example, imagine receiving a scanned purchase invoice by email. Instead of saving it locally, finding the right record, and uploading through multiple steps, you can simply drag the file from your email or desktop and drop it onto the purchase order in Business Central. It’s instantly attached and available for all users who access that order.

By adopting drag and drop in D365 Business Central, your team can save time, reduce errors, and simplify how documents are managed across the system. Contact our team today for help optimize your Business Central environment with tips like this and be sure to return next month for more technical insights in our next tip of the month blog.