Extensible data security policies do not work with open excel
I am logging this idea on behalf of the customer.
The customer has data say projects or customer groups etc. which are sensitive, which means it is crucial to restrict the access to the Project or Customer groups to the major of the empl...
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. :)
Security Role with/without possibility for Excel Export
Export all rows and Open in excel are two different features (one is a straight forward copy of the grid to excel, like copy & paste, whereas Open in Excel can be used to read & write data). It would be great to have a role or at least a duty or privilege to be able to have users ...
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.
Multiple Office App parameters to support multiple tenants
To make the office integration work, office app parameters must be specified correctly. However, these depend on office settings which are specific per tenant. When you have users from multiple tenants cooperating on 1 FinOps environment, this might be an issue. For example: in our case company...
Extended SharePoint integration
We need better and more advanced integration to SharePoint from Dynamics 365 for operations:
- It is not possible to create a new file directly in D365FOE from a template in a SharePoint library.
- If a user saves a file to a library where there are mandatory metadata columns...
STATUS DETAILSUnder Review
This is an interesting collection of ideas. I particularly like the idea of prompting the user for extra information when the SharePoint document library requires it, since that is a non-code customization to AX behavior through changing SharePoint metadata. We wouldn't be able to get to all of these at once, so please add comments on this idea to provide thoughts on relative priority as well as comments on the original list of suggestions.
Support local path for URL file type in D365FO document management
With D365FO document management I can store links with the document type "URL". I can store a link to a local network path as well. But when I try to open the system always shows the message that pop-ups are not allowed. According to MS Support that is because local path is not supported. Please ...
Enhance 'Edit in Excel' option to include Excel Online
The "Edit in Excel" feature is great unless you're using Excel for Mac or Excel is not installed. Therefore, it would be nice to edit using Excel Online. When I'm in this situation, my workaround is to save the downloaded XLSX file to OneDrive for Business (or OneDrive, as the case may be). Then...
Add Purchase Order lines V2 entity at 'OPEN IN EXCEL' on Purchase Orders (PurchTableListPage) form
Description of problem: Purchase order form is not showing "Purchase Order lines V2 entity" under Open in Microsoft office > 'OPEN IN EXCEL' Path: Procurement and sourcing > Purchase orders > All Purchase orders > Open Purchase order > Open in Microsoft office > OPEN IN EXCEL PO form does not...
Financial Dimension Configuration for Integrating applications per Legal entity/company
Split default dimensions and default ledger dimensions for integrating per company. With the use of excel add-ins large companies with multiple legal entities can not use the function because they need to keep switching the setup depending on which legal entities financial dimensions should be im...
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