204

Attachments Indicator - In Dynamics 365 for Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions.

In Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions. We request strongly that something is invented to bring this functionality back like we had it. A color change, or even be...

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14 Comments

Read more... 14 Comments

Category: Office Integration (51)

STATUS DETAILS
Completed
168

Drag and Drop functionality not available in Dynamics 365 for Operations

Drag and drop was not on the list of deprecated features for Dynamics 365 for Operations, but it currently isn't available. We have been told that it will be implemented, but isn't currently schedule for a release. We are using dynamics AX to integrate with of 3rd party document management sol...

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9 Comments

Read more... 9 Comments

Category: Office Integration (51)

STATUS DETAILS
Declined
Ideas Administrator

No current plans to implement generic drag and drop handlers for the finance and operations apps. 

60

D365FO guest users can send email in customer tenant

Hello all, customers usually add partners company accounts in their Azure active directory tenant as a guests but this do not let guest users to use their Office365 licensing features. This means that when a partner account is addedd to D365FO customer environment, it cannot send email through...

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1 Comments

Read more... 1 Comments

Category: Office Integration (51)

STATUS DETAILS
Declined
Ideas Administrator

Declining this suggestion as the Exchange REST API does not currently support this. 

57

Ability to filter the data before sending it to Excel (send filters to Excel Add-in)

Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel. In effect, send the form filters to the Excel Add-in.

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5 Comments

Read more... 5 Comments

Category: Office Integration (51)

STATUS DETAILS
Declined
Ideas Administrator

Declining this suggestion, as there is not a 1:1 mapping between the fields on the entity used to fetch data with the Open in Excel feature and the fields in grid fields on forms.

52

Allow an attached documents to be opened, edited and saved

It is useful when holding additional information against a record by means of an attached document/excel to be able to open the document, update, then save back again. In D365, opening the document downloads it, and you have to re-save, then re-upload. 

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0 Comments

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Category: Office Integration (51)

STATUS DETAILS
Declined
Ideas Administrator

This is already possible if the attachment is stored in SharePoint. Extending this support to attachments stored in Azure blob storage is not currently in our roadmap.  

46

Outlook Integration

We need Outlook Office 365 integration similar to what is available in Business Central. https://docs.microsoft.com/en-us/dynamics365/business-central/admin-outlook And we need the ability to connect inbound email from customers to the customer record. This could be an activity or a case. Dra...

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3 Comments

Read more... 3 Comments

Category: Office Integration (51)

STATUS DETAILS
Needs Votes
41

Extend email functionality to include a body

Extend the standard functionality to send emails to include a customizable body text.

It would be ideal if in this body some variables could be included to show things like purchase order id etc, but a good start would be to at least allow us to add some text to the body.

Integ...

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0 Comments

Read more... 0 Comments

Category: Office Integration (51)

STATUS DETAILS
Needs Votes
Ideas Administrator
Could you provide details about the steps taken to see this capability? Many email capabilities in the application already allow for the body to be edited.
36

Teams Presence and Teams Apps for F&O Apps

Provide Teams presence for contacts in Dynamics 365 for Operations Apps as was previously available with Skype for Business, and purpose-built Teams Apps for F&O. We have it for other D365 offerings and even for competitive products just not F&O ?

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6 Comments

Read more... 6 Comments

Category: Office Integration (51)

STATUS DETAILS
Needs Votes
35

Add "Export to excel" feature in Feature Management workspace

The feature management page includes all the features that are optional or made mandatory. It is a great repository for knowing which areas to focus testing on during an upgrade across versions. Commonly an end user will look here for items turned "on by default" or made "mandatory" to see w...

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2 Comments

Read more... 2 Comments

Category: Office Integration (51)

STATUS DETAILS
New
30

Increase limit of 10000 records for export to excel by a new system parameter

Records of a grid exported to Excel are limited to a number of 10000 records.

Customers  should be able to increase this Limit for example about a new Option in the System Parameters.

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1 Comments

Read more... 1 Comments

Category: Office Integration (51)

STATUS DETAILS
Completed