SaaS Installation
This guide provides step-by-step instructions for installing the Drag & Drop extension in Business Central SaaS (Online) environments through Microsoft AppSource.
Prerequisites
System Requirements
Business Central Online:
- Active Business Central SaaS subscription
- Business Central 14.0 or later
- System Administrator or Extension Management permissions
User Licenses:
- Essential, Premium, or Team Member licenses
- Sufficient user licenses for planned Drag & Drop users
- Extension Management permissions for installation user
Network Access:
- Internet connectivity for AppSource access
- Access to Microsoft Business Central Online services
- Firewall allows connection to q-teamsolutions.com for license validation
Installation Process
Step 1: Access AppSource
- Navigate to Business Central
- Sign in to your Business Central environment
- Ensure you have System Administrator permissions
- Access the Extension Management page
- Open AppSource
- In Business Central, search for "Extension Management"
- Click "Extension Management" from search results
- Select "Browse Extensions" or "Manage" > "Browse Extensions"
- This opens Microsoft AppSource integrated view
Step 2: Locate Drag & Drop Extension
- Search for Extension
- In AppSource search box, enter "Q-Team Solutions"
- Alternatively, search for "Drag Drop" or "Drag and Drop"
- Locate "Drag & Drop" by Q-Team Solutions in results
- Review Extension Details
- Verify publisher: Q-Team Solutions B.V.
- Confirm compatibility with your Business Central version
- Review user ratings and documentation links
- Check supported languages and regions
Step 3: Install Extension
- Initiate Installation
- Click "Get it now" or "Install" button
- Review installation terms and conditions
- Accept Microsoft AppSource terms if prompted
- Confirm Installation Parameters
- Select target environments (if multiple available)
- Confirm installation permissions
- Review data access permissions required
- Proceed with installation confirmation
- Monitor Installation Progress
- Installation typically completes within 5-10 minutes
- Monitor progress through Extension Management page
- Verify no error messages during installation process
Step 4: Verify Installation
- Check Extension Status
- Navigate to Extension Management page
- Locate "Drag & Drop" in installed extensions list
- Verify status shows as "Installed" and enabled
- Note the installed version number
- Verify Dependencies
- Confirm "Q-Team App Authenticator" is also listed
- Ensure both extensions show "Installed" status
- Check that no dependency warnings are displayed
Post-Installation Configuration
License Activation
- Q-Team Authenticator Setup
- The Q-Team App Authenticator will be installed automatically
- License activation occurs automatically for SaaS installations
- No manual license configuration required
- License Verification
- Navigate to any customer or item card
- Look for "Drag & Drop" FactBox in the right panel
- FactBox presence indicates successful license activation
Permission Assignment
- Access Permission Sets
- Search for "Permission Sets" in Business Central
- Open Permission Sets page
- Locate "QTEAM DRAG AND DROP" permission set
- Assign Permissions to Users
- Navigate to Users page (search for "Users")
- Select target user for Drag & Drop access
- Choose "User Permission Sets" action
- Add "QTEAM DRAG AND DROP" permission set
- Repeat for all users requiring drag-and-drop functionality
- Test User Access
- Sign in as test user with assigned permissions
- Navigate to Customer Card or Item Card
- Verify "Drag & Drop" FactBox is visible and accessible
Functional Verification
Test Basic Functionality
- Access Supported Pages
- Open Customer Card (any customer record)
- Verify "Drag & Drop" FactBox appears on right side
- Repeat test on Item Card and Contact Card
- Test Drag-and-Drop Operation
- Prepare a small test file (PDF, image, or document)
- Drag file from desktop to the FactBox area
- Verify visual feedback during drag operation
- Confirm successful file attachment
- Verify Document Storage
- On same record, select "Attachments" action
- Verify uploaded file appears in attachments list
- Test opening/downloading attached file
- Confirm file integrity and accessibility
Test Extended Functionality
- Multiple File Types
- Test with different file formats (PDF, DOCX, JPG, etc.)
- Verify all supported formats upload successfully
- Confirm file type restrictions work appropriately
- Multiple Business Entities
- Test on Customer Cards, Contact Cards, Item Cards
- Test on Sales Orders, Purchase Orders, Quotes
- Verify consistent behavior across all supported pages
- Multi-User Testing
- Have multiple users test simultaneously
- Verify no conflicts or performance issues
- Test permission enforcement with unauthorized users
Environment-Specific Considerations
Sandbox vs Production
Sandbox Testing:
- Always test in sandbox environment first
- Verify all functionality before production deployment
- Test with realistic file sizes and types
Production Deployment:
- Install during low-usage periods
- Monitor system performance post-installation
- Communicate changes to user community
Multi-Environment Installations
Development Environment:
- Install for development and testing purposes
- Configure test users and sample data
- Validate customizations and integrations
Production Environment:
- Install after thorough sandbox testing
- Follow change management processes
- Monitor usage and performance metrics
Troubleshooting Installation Issues
Common Installation Problems
Installation Fails:
- Verify sufficient user permissions (System Administrator required)
- Check internet connectivity and firewall settings
- Ensure Business Central service is responsive
- Retry installation after addressing any error messages
Extension Not Visible:
- Refresh Extension Management page
- Allow 10-15 minutes for installation completion
- Clear browser cache and retry
- Verify installation completed successfully
Dependencies Missing:
- Q-Team App Authenticator should install automatically
- If missing, search manually in AppSource
- Install Q-Team App Authenticator before Drag & Drop
- Contact support if dependency issues persist
License Activation Issues
FactBox Not Appearing:
- Verify permission set assignment to user
- Check that both extensions are installed and enabled
- Allow 5-10 minutes for cache refresh
- Sign out and sign back in to refresh permissions
License Validation Errors:
- Ensure internet connectivity for license validation
- Verify Business Central environment has external access
- Contact Q-Team Solutions if validation continues to fail
- Check firewall settings for q-teamsolutions.com access
Support and Next Steps
Installation Support
Q-Team Solutions Support:
- Technical support available through official support portal
- Installation guidance and troubleshooting assistance
- License activation support and guidance
Microsoft AppSource Support:
- AppSource installation issues
- Business Central SaaS technical support
- Platform-related installation problems
Configuration Next Steps
After successful installation, proceed to:
- Configuration Guide - Complete setup and user training
- Usage Guide - Learn operational procedures
- User Training - Provide guidance to end users
Ongoing Maintenance
Automatic Updates:
- SaaS installations receive automatic updates from Microsoft
- Q-Team Solutions provides updates through AppSource
- No manual update management required
Monitoring:
- Monitor extension performance and usage
- Track user adoption and satisfaction
- Review system impact and storage growth
Your Drag & Drop extension is now installed and ready for use in your Business Central SaaS environment.