11

When exporting to Excel, an optional default to quickly open in Excel Online in a separate tab

While the standard grids still lack some quick totals functionality (count, sum, average) and users have to export to Excel just for that:

It would anyway be great to make the experience of opening the data right in Excel as quick as possible, with as few clicks as possible.

Pl...

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
9

Allow preview of mail (MSG) files in Attachments (DocuView) form.

D365fO allows displaying a preview of PDF, Word, Text and files.

One of our customers is also requesting the option of displaying a preview for MSG (e-mail) files.

 

Nice feature... Not yet available. :)

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1 Comments

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
7

Open tables in Excel

I really miss the possibility to open any table in Excel directly as in AX2012.

You know what would be even better? Add the possibility to open and change Dara on queries or as at least on views. 

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1 Comments

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
5

Document type enabled business event

An important addition to standard business events catalogue could be a Document management business event. The business event should be linked with a document type (ex business event should not be triggered for the standard <> document type but only for an exportable <> document...

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Category: Office Integration (28)

STATUS DETAILS
New
5

Ask to start supporting the sharepoint integration with D 365 for finance and operation when sharepoint is on a Different tenant

Currently in-order to use the SharePoint integration the requirement is that the D 365 and SharePoint are on the same tenant. however there are customers who have their SharePoint setup on a different tenant and are unable to integrate it with D 365. It is not always feasible to create a new ...

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Category: Office Integration (28)

STATUS DETAILS
New
4

Add Default filter when creating workbook from designer

To be able to load data entities in excel using the workbook designer it should be possible to add a default filter when creating the workbook so that data entities with millions of transactions will be able to load, not time out because of the number of lines.

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1 Comments

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
3

Document templates "Record for id GUID not found",

After the production environment has been refreshed back to the UAT environment, an error message is triggered, stating "Record for id GUID not found", when trying to make us of document templates. Further reference to https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/off...

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
3

Outlook/Exchange server sync for onPrem installations

The Outlook/Exchange Server integration is not available for on Premieses environement. This should be activated for onPrem customers as well. (Sync of contacts, appointments, ...)

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1 Comments

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
3

Excel add-in doesn’t display dates correctly in non US regional settings.

Hello, We are implementing D365FO for clients in France and we have encountered a strange anomaly. For the record, users are on Windows in French version, and every other Office application also. When opening data from AX with the Excel add-in, dates are not displayed correctly in French format...

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Category: Office Integration (28)

STATUS DETAILS
Needs Votes
1

Abilty filter enity to specific field in spreadsheet using open lines in excel

The current filter options for the excel integration are quite limited. Users can only select one field per column. For example users cannot specify a date range but only use greater than or lesser than. When users need to update their filters, they must do so by updating each entity. Updating a...

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Category: Office Integration (28)

STATUS DETAILS
New