Drag and Drop
Drag and Drop is an add-on for Dynamics 365 Business Central developed by BCILITY, allowing users to easily add attachments (files) to the system using the drag & drop method. Instead of selecting files through the standard dialog, users can directly drag documents from their computer onto a specific record in Business Central.
This add-on significantly simplifies daily operations, especially in processes where invoices, contracts, quotes, or other documents are frequently added as attachments to customers, vendors, orders, or invoices.
Key Benefits
- Intuitive functionality: drag & drop for adding files
- Supports multiple document types: PDF, Word, Excel, images, and more
- Integrated into standard pages such as Customers, Vendors, Sales Orders, Posted Invoices, etc.
- Automatic creation of attachments linked to the related record
- No need for extra clicks or file dialog windows
1. How to Use It
1.1 Settings
Open one of the pages where this feature is integrated, for example, the Customers page. In the factbox or Details section, you will find the Drag and Drop extension. By clicking on Drag and Drop, a menu opens where you can choose the Open Setup option to select where the attachment list will be displayed.
If you disable the attachment list view, the display will look like the following:
For now, we will leave the attachment list view enabled.
1.2 Downloading Files
By clicking the three dots on one of the attachments, you can select the Download Single File option, which simplifies downloading without navigating to the Attachments page.
1.3 Drag and Drop
Directly from a folder, you can select one or more files and drag them into the Drag and Drop field. They will be uploaded and appear in the attachment list as well as in the Attachments section.
Clicking on Attachments takes you to the Attachments card where you can view all files.
1.4 Personalization and Design
Through Personalization, you can add fields to the attachment list.
Example – adding the User field.
