Summary

As a Business Central user, you may often be required to add files and documents to a record to capture supporting information.

Traditionally, you may have done this by navigating through your folders and selecting the files you want to use – this can be a time-consuming process!

The good news is that there is a new Drag and Drop files loading feature, which became available in the Business Central 2023 Wave 1 release in April 2023.

This new feature will enable you to save time, by simply dragging and dropping the files you want to add to a record, onto the file upload dialog.

How do I do this?

Firstly, open the card that you would like to attach a file to, and in the fact box you can select Documents under the Attachments area.

Click attach file(s) and the file upload dialog box will pop up, enabling you to simply ‘drag and drop’.

NOTE: The browse function is still available for you to use, by selecting the ‘click here to browse‘ option, highlighted in the image above.

Once the document is attached, you can open it by clicking on the underlined filename.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 Business Central

Dynamics 365 Business Central is a cloud-based, all-in-one ERP business management solution from Microsoft. 

Designed to integrate with the full Microsoft suite – such as Outlook, Excel, and Power Apps – Business Central can connect and automate your business from managing your accounts, stock, projects, manufacturing, and sales.

Become a smarter, more agile, and better-informed business with Business Central – a solution which can evolve and grow as your business grows.

Business Central offers:

• Greater control and insight of your business

• Real time business reporting

• Cloud benefits – secure access from anywhere

• Full Microsoft 365 integration – increasing collaboration and efficiency across your business

• Customisations for specific industry needs with Power Apps, Power Automate and Power BI

Business Central is flexible to suit any business needs so simply choose which modules are needed for your business.

Speak to a member of the GCC team and find out more about Dynamics 365 Business Central.