Preview PDF Attachments

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Feature Description


The 2025 Wave 1 release of Dynamics 365 Business Central introduces the ability to preview PDF attachments directly within the web client. Users can now view PDFs such as document attachments, report outputs, and incoming documents without the need to download them first. This in-browser preview functionality streamlines workflows by keeping users within the application context, enhancing productivity and efficiency.

🔷 Important

This feature functionality is only available in version 26.0 or later of EliteParks or EliteMarinas. View which version you are on in the Extension Management view within Business Central.

Feature Screenshots


Business Uses


  • Accelerated Document Review: Users can swiftly preview invoices, purchase orders, and other PDFs directly in the browser, eliminating the need for downloads. This reduces time spent switching between applications, thereby enhancing operational efficiency.

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  • Enhanced Data Security: By viewing sensitive documents within the secure confines of the Business Central web client, businesses minimise the risk of data breaches associated with downloading files to local devices.​

  • Improved User Experience: The seamless integration of PDF previews into the web client offers a more intuitive and user-friendly interface, reducing training time for new users and promoting consistent usage across the organisation.

System/User Requirements


Requirement

Description

EliteParks/EliteMarinas Licence

This feature requires you to have an environment with a licenced version of EliteParks or EliteMarina’s on your tenant.

Dynamics 365 Business Central Essential Licence

A Dynamics 365 User Licence is requrired to be able to use this feature, you will also require the necessary permissions for the system.