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The option to upload an attachment by drag and drop to the document handling (DocuRef) like in sharepoint would be a very useful option.
Many customers on older AX versions are using this functionality and would miss it after an upgrade to D365.
Category: User Experience
STATUS DETAILS
Under Review

Comments

D

An entire overhaul of the document attachment and handling is required. Strange to see the document attachment feature in Dynamics as opposed to SharePoint and OneDrive can have such a bug contrast whilst being developed by the same Company.

Category: User Experience

D

Check out E-ttach by Elysian2 on Appsource - Business Apps – Microsoft AppSource

or the website here E-ttach - Drag & Drop for D365 for Finance & Supply Chain (elysian2.com)


We launched this back in 2020 and have updated it to include other complimentary features.


There is a Free version and you can trial the full Enterprise version for 60 days.

Category: User Experience

D

This is 100% necessary. Other platfomrs can do this why not D365?

Category: User Experience

D

Drag & drop would be a huge time saving as to many clicks to select file & load. I process invoices in D365 everyday and the ability to drag & drop the invoice I have open and just processed would save a heap of time. Our staff have also said this would be a huge time saving being able to do this when creating a Purchase Requisition and attaching the supporting documents.

Category: User Experience

D

Works in SAP and a number of other competitors


Category: User Experience

D

Would love to see this include the ability to rename a file based on data from the record it is be linked to and save it out to sharepoint.

Category: User Experience

D

I would be tremendously useful and a great advantage to Dynamics 365 Finance & Operations, if we could drag & drop documents into the document management forms or other forms, rather than select a file name and then click an Upload button.

Every other modern application supports this, so please consider it for Dynamics 365 Finance & Operations.

Category: User Experience

D

Hi,


Is this ticket still active? May we please have a reply as to what is now the status for this ticket? Thank you.

Category: User Experience

D

May we please have an update on this? This will be of great help for users. Thank you!

Category: User Experience

D

Found this feature request looking for the same functionality in our environment. Necessary enough functionality that somebody made a third-party solution. Including the link in case anybody else needs the fix (or Microsoft wants to buy them ;) ). https://www.elysian2.com/ettach

Category: User Experience

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