Boost Your Efficiency with Drag & Drop for Dynamics 365 Finance and Supply Chain

Streamline your document management and optimize your workflow—our new Drag & Drop feature enables you to easily integrate attachments and files into Dynamics 365 Finance and Supply Chain.

Fully Integrated Solution

This Power App seamlessly embeds the familiar drag-and-drop functionality into your existing system environment. You can now quickly add email attachments or other files to records without cumbersome steps.

Key Benefits at a Glance

• Upload multiple files at once: Easily drag and drop documents for bulk uploads
• Quick uploads: Your files are uploaded instantly in the background without delay
• Direct from emails: Drag attachments directly from emails into the system
• Document preview: View PDFs and images before they are uploaded
• Flexible document type selection: Define and store default document types
• Customizable descriptions and notes: Add personalized details
• List view integration: Upload files directly at the item level from the list view

Efficient Workflows, Maximized Productivity

Unlock the full potential of Dynamics 365 Finance and Supply Chain with our drag-and-drop feature, making it effortless to attach files. Simply drag your files into the drop zone, select the appropriate document type, and the process runs automatically. Need to adjust file descriptions or add notes? No problem—the drag-and-drop feature gives you that flexibility.

Automated Quick Upload

Once you’ve defined the document type, you can drag files directly to headers or specific positions, and the upload process starts immediately—no extra clicks required.

Flexible File Uploads in List View

Upload files directly from the list view (e.g., "All Orders") without needing to switch to detailed entry views. Save time and work more efficiently.