Many customers on older AX versions are using this functionality and would miss it after an upgrade to D365.
Comments
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
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
This is 100% necessary. Other platfomrs can do this why not D365?
Category: User Experience
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
Works in SAP and a number of other competitors
Category: User Experience
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
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
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
May we please have an update on this? This will be of great help for users. Thank you!
Category: User Experience
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