What is Drag & Drop
Drag & Drop is a powerful Microsoft Dynamics 365 Business Central extension that revolutionizes how users attach documents to business records. By providing an intuitive drag-and-drop interface, it eliminates the traditional multi-step process of document attachment and creates a streamlined, modern user experience.
Core Purpose
The extension addresses a common business challenge: efficiently managing documents related to customers, contacts, items, and sales/purchase transactions. Instead of navigating through multiple menus to attach files, users can simply drag documents from their desktop or file explorer directly onto the relevant Business Central pages.
Key Capabilities
Document Management Simplification
Drag & Drop transforms the document attachment process from a multi-step workflow into a single, intuitive action. Users can attach invoices, contracts, specifications, images, and other business documents directly to customer cards, item records, and sales documents without leaving their current context.
Universal Record Support
The extension integrates with multiple Business Central entities:
Master Data Records: - Customer Cards - Attach contracts, correspondence, account documentation - Contact Cards - Store personal documents, meeting notes, contact details - Item Cards - Include product specifications, images, technical documentation
Transaction Documents: - Sales Orders - Attach customer specifications, drawings, approval documents - Sales Quotes - Include supporting materials, technical specifications - Purchase Orders - Attach vendor documentation, delivery instructions - Purchase Quotes - Store vendor proposals, technical details
Seamless Integration Architecture
Drag & Drop leverages Business Central's native Document Attachment functionality, ensuring complete compatibility with existing workflows. Documents are stored within Business Central's standard framework, maintaining security, audit trails, and access controls.
Business Value
Time Efficiency
Eliminates multiple clicks and navigation steps traditionally required for document attachment. Users save significant time during daily document management tasks.
User Experience Enhancement
Provides a modern, intuitive interface that aligns with contemporary software expectations. New users can immediately understand and utilize the functionality without training.
Process Standardization
Creates consistent document attachment workflows across all supported Business Central entities. Teams develop standardized approaches to document management.
Data Integrity
Maintains proper document-to-record relationships within Business Central's framework. Documents remain properly linked and accessible through standard Business Central interfaces.
Technical Foundation
Control Add-in Architecture
The extension utilizes Business Central's Control Add-in framework, combining: - JavaScript Components - Handle client-side drag-and-drop interactions - CSS Styling - Provide visual feedback and modern interface elements<br> - AL Language Integration - Connect client actions with server-side processing
Server-Side Processing
AL codeunits manage: - File data conversion and validation - Document storage in Business Central's attachment system - Record linking and relationship maintenance - Activity logging and authentication verification
Multi-Language Support
Comprehensive internationalization supporting: - English (en-US) - Dutch (nl-NL, nl-BE) - German (de-DE) - French (fr-FR, fr-BE) - Spanish (es-ES) - Norwegian (nb-NO) - Danish (da-DK) - Polish (pl-PL) - Ukrainian (uk-UA)
Security & Licensing
Permission Management
Drag & Drop includes dedicated permission sets controlling user access to functionality. Administrators can granularly control which users have drag-and-drop capabilities.
Authentication Integration
The extension integrates with Q-Team App Authenticator, ensuring: - License validation and compliance - User activity tracking - Automated license renewal processes - Security verification for each operation
Data Protection
All document processing occurs within Business Central's security boundary. File data is handled according to Business Central's standard encryption and access control mechanisms.
Getting Started
To begin using Drag & Drop:
- Install the extension through AppSource or On-Premise deployment
- Configure user permissions through the included permission set
- Navigate to any supported Business Central page (Customer Card, Item Card, etc.)
- Locate the "Drag & Drop" FactBox on the page
- Drag files from your desktop directly onto the FactBox area
- Access attached documents through Business Central's standard attachment interfaces
The extension requires no additional configuration and works immediately after installation, providing instant value to all authorized users.