A drag & drop factbox should be added to several tables (customers, vendors, items, sales header, purchase header, contacts,...) so the user can easily drag & drop any document (and not use the record links, too complicated). Based on a setup, the documents could be archived in a network folder, in the D365 BC database or even better on a Sharepoint (Online and On-prem), and so having a better integration with O365.
Category: General
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  


Please add your valuable votes and comments to the suggestion above instead.

Best regards,
Mike Borg Cardona
Product Manager, Microsoft


There is an integration tool called NavSherpa, that allows you to have a fact box on any record in D365 BC, you can drag and drop a document there and what is great it will upload this document to SharePoint with its metadata!

Category: General

There are several add-ons out there that allow exactly this. Don't know, if this is something that Microsoft should be focusing on when there are ISVs that fill this gap.

Category: General

It should also work on Inboud document functionality. Attaching files by copping url's is annoying - as Microsoft Software integration functions between D365 BC and it should work smoothly.

Category: General