How does drag-and-drop document archiving work in Dynamics 365 F&SCM?

This solution allows you to drag and drop files directly into an open form in Dynamics 365 F&SCM. The files are then automatically saved to an Azure Storage blob—without any manual uploading or temporary saving.

Which file formats can be archived?

In general, all common file formats—such as PDF, Word, Excel, images, and more—can be archived. The solution is flexible and not limited to specific file types.

What advantages does the drag-and-drop solution offer over traditional archiving methods?

The solution saves time, reduces the risk of errors, and improves user-friendliness. Documents are stored directly within the workflow, which is particularly beneficial for Dynamics 365 F&SCM users who handle large volumes of documents.

Drag&Drop

Upload. Archive. Done.

Simplify document management in Microsoft Dynamics 365 Finance & Supply Chain Management with an intuitive drag-and-drop experience. Upload files directly to business transactions, automatically archive them in Azure Blob Storage, and eliminate repetitive manual upload steps.

✔ Upload documents in seconds

✔ Reduce manual effort and clicks

✔ Secure Azure Blob Storage integration

✔ Seamlessly embedded within Dynamics 365

The easiest way to archive

Why more clicks than necessary?

Drag & Drop is the solution for easily archiving documents with a single click. You decide which files to upload.

Easily drag and drop any files directly into a Dynamics 365 F&SCM form. The files are automatically stored in an Azure Storage blob—similar to document archiving.

Ideal for all Dynamics 365 F&SCM users who want to archive their documents quickly and individually.

Join our satisfied users.

Intuitive to use

Simple drag-and-drop of files.

Maximum flexibility

You decide what gets archived.

Seamless Integration

directly in Dynamics 365 FSCM.

Secure storage

via Microsoft Azure Storage.

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how easy drag-and-drop really is!

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Whitepaper: Up to 50% fewer clicks: How drag-and-drop speeds up document workflows in Dynamics

Why document workflows in ERP systems are becoming an underestimated cost driver – and how you can eliminate it Most companies invest millions in ERP systems – and lose money every day due to inefficient microprocesses.

This white paper shows:

Why document archiving in ERP systems is a structural efficiency problem
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Verfügbar auf Microsoft AppSource

Entwickelt für Microsoft Dynamics 365 F&SCM

„Drag & Drop“ ist auf Microsoft AppSource verfügbar und verbessert die Dynamics 365-Nutzererfahrung, indem es Benutzern ermöglicht, Dokumente per Drag & Drop hochzuladen und zu archivieren. Die Lösung reduziert den manuellen Aufwand, steigert die Effizienz und hilft Teams, Dokumente schneller zu verwalten, ohne ihre bestehenden Arbeitsabläufe zu stören.

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Why more clicks than necessary?