6

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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Category: Office Integration (23)

STATUS DETAILS
Needs Votes
6

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 (23)

STATUS DETAILS
Needs Votes
4

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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0 Comments

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Category: Office Integration (23)

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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Category: Office Integration (23)

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 (23)

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 (23)

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 (23)

STATUS DETAILS
Needs Votes
1

Hyperlink the ID of the record's key when Exporting the List in Excel

When exporting a worksheet from Dynamics 365 Finance and Operations, it would be helpful to have the links to each items exported as well. When you are reviewing the spreadsheet, you can easily open the purchase order, sales order, or released product in question instead of having to navigate ba...

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Category: Office Integration (23)

STATUS DETAILS
Needs Votes
1

Able to Update SalesLine / PurchLine when open in Excel from Sales Order / Purchase Order

It would be nice if we can update purchase lines information via Open in Excel function from Purchase order, the current state is only able to read, the publish button is disabled although entity is set to ReadOnly = false.

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Category: Office Integration (23)

STATUS DETAILS
Needs Votes
0

Fix Stock Movement Journal Headers and Lines template in Open in Excel

Currently you cannot save the Stock Movement Journal Headers and Lines template for re uploading into Organisation Administration > Document templates "Currently the entity type supported to be added back in menu is from the root data source of the form , which is InventJournalTable in this case...

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0 Comments

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Category: Office Integration (23)

STATUS DETAILS
New