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Drag and Drop for Dynamics 365

Drag and Drop for Dynamics 365 is an extension, developed by Smart App Business Solutions, to manage documents on Dynamics 365. Dynamics 365 CRM users can drag & drop several files, folders, and emails on Dynamics 365 and eventually save them to SharePoint or OneDrive.  The Drag and Drop for Dynamics 365 tool offers numerous features that simplify document management. You can now upload many files, folders, and emails at once on Dynamics 365. With our tool, bulk upload gets streamlined and easy. A user-friendly modern UI lets you carry out the job with a great deal less time and effort and without the need for a committed resource. 

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Features of Drag & Drop

  • Drag emails directly from Outlook app with or without attachments.
  • It can be used for Out of The Box and Custom Tables/Entities.
  • Drag documents such as word, excel, ppt, pdf, images, etc. directly from File Explorer in your local device.
  • It can be added to Dynamics 365 Sales, Customer Service, Field Service, and any Custom Model Driven Applications
  • Multiple records (email or files) can be dragged and dropped in single drag
  • It offers option to replace the existing document or create a new copy
  • It shows upload progress 6 and upload status.

Migrating data to Dynamics 365. For more information Click Here.

Advantages of Drag and Drop

  • The solution is secure, reliable, and seamless;
  • Its installation is easy and simple. No expert knowledge is required;
  • Saving documents to SharePoint streamline your document management;
  • It saves time and increasing efficienecy by removing the need to browse multiple screens;
  • Users can replace existing documents or save new copy with incremental value/custom expression in naming.
  • It is developed following best practices for Dynamics 365 extensions.