Frequently Asked Questions

This comprehensive FAQ addresses the most common questions about the Drag & Drop extension for Microsoft Dynamics 365 Business Central.

General Questions

What is the Drag & Drop extension?

Q: What does the Drag & Drop extension do?

A: The Drag & Drop extension allows users to easily attach documents to Business Central records by dragging files directly from their desktop or file explorer onto a designated area within Business Central pages. This eliminates the need for traditional multi-step file upload processes and provides a modern, intuitive document management experience.

Q: Which Business Central entities support drag-and-drop functionality?

A: The extension supports the following entities out of the box: - Customer Cards - Contact Cards - Item Cards - Sales Orders and Quotes - Purchase Orders and Quotes - Additional sales and purchase document types

Q: Is this extension free?

A: Yes, the Drag & Drop extension is provided free of charge by Q-Team Solutions. However, it requires the Q-Team App Authenticator for license validation and activation.

Compatibility and Requirements

Q: What versions of Business Central are supported?

A: The extension supports Business Central 14.0 and later versions, including: - Business Central SaaS (Online) - Business Central On-Premise - Business Central Hybrid deployments

Q: Which browsers work with the drag-and-drop functionality?

A: The extension works with modern browsers that support HTML5 drag-and-drop APIs: - Microsoft Edge (Chromium-based) - Recommended - Google Chrome (latest version) - Mozilla Firefox (latest version) - Safari (macOS/iOS)

Internet Explorer is not supported.

Q: Does it work on mobile devices?

A: The extension provides limited functionality on mobile devices: - Tablets: Touch-based drag-and-drop with some limitations - Smartphones: Limited functionality due to screen size and mobile browser capabilities - Alternative file upload methods may be more suitable for mobile scenarios

Installation and Setup

Installation Process

Q: How do I install the Drag & Drop extension?

A: For SaaS users:

1. Access Extension Management in Business Central
2. Browse Extensions to open AppSource
3. Search for "Q-Team Solutions" or "Drag Drop"
4. Click "Get it now" and follow installation prompts

For On-Premise users:

1. Download extension files from Q-Team Solutions website
2. Use PowerShell to publish and install the extension
3. Install through Extension Management in Business Central
4. Detailed instructions available in our Installation Guide

Q: Why don't I see the drag-and-drop area after installation?

A: The most common causes are:

1. Permissions: Ensure the "QTEAM DRAG AND DROP" permission set is assigned to your user
2. Dependencies: Verify Q-Team App Authenticator is installed and activated
3. License: Check that license validation completed successfully
4. Browser Cache: Clear browser cache and refresh the page

Q: Do I need special licensing for Business Central?

A: For On-Premise installations: Your Business Central license must include Q-Team modules: - Q-Team Authenticator - Q-Team Project Dossier

For SaaS installations: No special licensing required beyond standard Business Central user licenses.

Configuration Questions

Q: How do I assign permissions to users?

A: 1. Navigate to Users page in Business Central

1. Select the target user
2. Click "User Permission Sets"
3. Add "QTEAM DRAG AND DROP" permission set
4. User must sign out and sign back in for permissions to take effect

Q: Can I customize which pages show the drag-and-drop area?

A: Yes, through AL development you can extend additional pages to include the drag-and-drop FactBox. See our Extensibility Guidelines for detailed instructions.

Usage and Functionality

File Types and Sizes

Q: What file types can I upload?

A: The extension supports most common business file formats: - Documents: PDF, DOCX, XLSX, PPTX, TXT, RTF - Images: JPG, PNG, GIF, TIFF, BMP - Archives: ZIP, RAR, 7Z - Other: CSV, XML, HTML

For a comprehensive list, see Supported File Types.

Q: Is there a limit on file size?

A: Yes, there are practical limits: - Recommended maximum: 50 MB per file - Technical maximum: Determined by Business Central configuration - Large files may take longer to upload and impact system performance - Consider compressing or splitting very large files

Q: Can I upload multiple files at once?

A: Yes, you can select multiple files and drag them together onto the drop area. The extension will process them sequentially.

Q: What happens to files after I upload them?

A: Uploaded files are stored in Business Central's native Document Attachment table and are: - Linked to the specific record where you uploaded them - Accessible through the standard "Attachments" action in Business Central - Subject to Business Central's security and backup procedures - Available for email transmission and reporting integration

User Experience

Q: How do I know if a file upload was successful?

A: The extension provides visual feedback: - Progress indication during upload - Success confirmation message - File appears in the record's attachment list - Error messages if upload fails

Q: Can other users see files I upload?

A: File visibility follows Business Central's standard security model: - Users who can access the record can see attached documents - Document attachment permissions are required - Multi-company access follows standard Business Central rules

Q: How do I delete or replace uploaded files?

A: 1. Navigate to the record where files are attached

1. Click "Attachments" action in the ribbon
2. Select the file you want to delete or replace
3. Use "Delete" action or upload a new version with the same name

Technical Questions

Performance and Troubleshooting

Q: Why are my file uploads slow?

A: Common causes of slow uploads: - File size: Large files take longer to process - Network speed: Limited bandwidth affects upload speed - Browser performance: Insufficient memory or outdated browser - Peak usage: High system load during busy periods

Solutions: Optimize file sizes, use wired connections, upload during off-peak hours.

Q: The drag-and-drop area doesn't respond when I drag files over it. What's wrong?

A: Check the following:

1. Browser compatibility: Ensure you're using a supported modern browser
2. JavaScript enabled: Drag-and-drop requires JavaScript
3. File location: Some corporate security policies block access to certain file locations
4. Browser extensions: Some extensions may interfere with drag-and-drop functionality

Q: I get permission errors when trying to upload files. How do I fix this?

A: Permission errors typically indicate:

1. Missing permission sets: Contact your administrator to assign "QTEAM DRAG AND DROP" permissions
2. Record access: Ensure you can modify the record you're attaching files to
3. Document attachment permissions: Verify you can access the Document Attachment table

Integration and Customization

Q: Does the extension work with other Business Central extensions?

A: Yes, the Drag & Drop extension is designed to work alongside other Business Central extensions. It uses standard Business Central frameworks and doesn't modify core system functionality. However, page layout conflicts may occasionally occur with extensive customizations.

Q: Can I integrate this with our external document management system?

A: Yes, integration possibilities include: - Bi-directional synchronization with external document repositories - Hybrid storage approaches using Business Central for context and external systems for storage - API-based integration for workflow automation

Consult our Technical Integration guide for detailed patterns.

Q: Can I extend this functionality to custom Business Central entities?

A: Yes, the extension is designed to be extensible. You can add drag-and-drop functionality to custom pages and entities by following the patterns outlined in our Extensibility Guidelines.

Security and Compliance

Q: Is my data secure when using this extension?

A: Yes, the extension follows Business Central's security framework: - Files are stored within Business Central's secure database environment - All data transmission uses HTTPS encryption - Access is controlled by Business Central's permission system - No data is stored outside of your Business Central environment

Q: Does this extension comply with GDPR and other privacy regulations?

A: The extension inherits Business Central's compliance characteristics: - Data processing occurs within your Business Central environment - No personal data is transmitted to Q-Team Solutions except for license validation - Standard Business Central audit trails and data protection measures apply - You maintain full control over uploaded documents and data retention

Q: What information does Q-Team Solutions collect?

A: Q-Team Solutions collects minimal information for license validation: - User count for license compliance verification - Basic usage statistics for license renewal automation - No document content or personal business data is accessed

Licensing and Support

Licensing Questions

Q: How do I renew my license?

A: SaaS users: License renewal is typically automatic On-Premise users:

1. Contact Q-Team Solutions before license expiration
2. Obtain updated license file from license partner
3. Update Business Central license configuration
4. Verify license activation in extension

Q: What happens if my license expires?

A: If your license expires: - Drag-and-drop functionality becomes unavailable - Error messages appear when attempting to use the feature - Existing attached documents remain accessible through standard Business Central interfaces - Functionality resumes immediately upon license renewal

Q: Can I use this extension in multiple Business Central environments?

A: Yes, you can install the extension in development, test, and production environments. Each environment requires license activation, but the same license typically covers all environments for a single organization.

Support and Resources

Q: Where can I get help if I encounter problems?

A: Support resources include:

1. Documentation: Comprehensive guides available in this documentation set
2. Q-Team Solutions Support: Technical support through official support portal
3. Business Central Partners: Local partner support for environment-specific issues
4. Community Resources: User forums and knowledge sharing platforms

Q: How do I report bugs or request features?

A: 1. Contact Q-Team Solutions support through the official support portal

1. Provide detailed information about the issue or feature request
2. Include Business Central environment details and steps to reproduce issues
3. Monitor support ticket for updates and additional information requests

Q: Are there training resources available?

A: Yes, training resources include: - User guides and quick reference materials in this documentation - Video tutorials available through Q-Team Solutions website - Internal training materials for administrator and user training programs - Best practices guides for optimal usage and adoption

Q: How do I stay informed about updates and new features?

A: Stay informed through: - Q-Team Solutions website and newsletter - Automatic updates for SaaS installations - Release notes and update notifications - Business Central partner communications for On-Premise installations

This FAQ covers the most common questions about the Drag & Drop extension. For additional questions not addressed here, please contact Q-Team Solutions support or refer to the comprehensive documentation sections for detailed technical information.