18

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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1 Comments

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Category: Office Integration (61)

STATUS DETAILS
Needs Votes
18

Dynamics 365 - Rich text editor / drag & drop

Hello team, for future release it will be very beneficial for our customers to be able to use rich text editor with drag & drop support. Current option to write/edit for example an email in Dynamics is very limited.

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2 Comments

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Category: Office Integration (61)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are re-categorizing this feedback to get it in front of the right team.

 

14

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.

Plea...

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0 Comments

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Category: Office Integration (61)

STATUS DETAILS
Needs Votes
13

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 (61)

STATUS DETAILS
Needs Votes
12

Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record

Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record (e.g. selecting a table and a record Natural Key) so the result is the same as user did it from Dynamics 365 for Op interface.

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1 Comments

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Category: Office Integration (61)

STATUS DETAILS
Needs Votes
11

Dual write integration (FO-CRM)-Notes get modified from F & O, in CE, it shows as Microsoft Dynamics ERP made the changes.

The issue is related to dual write integration issue between a finance and operations (FO) system and a customer relationship management (CRM) system. The problem occurs when the address on an account is changed (modified), resulting in all related notes o...

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0 Comments

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Category: Office Integration (61)

STATUS DETAILS
New
11

Updating records using Excel add-in with D365FO for the entity Project work breakdown structure - draft estimates

Unfortunately, the design of the system does not have a unique identifier for lines in the WBS estimate record. This prevents us from being able to publish changes from the excel template, as we cannot identify the user i...

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0 Comments

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Category: Office Integration (61)

STATUS DETAILS
New
10

Microsoft Dynamics Office add-in for Office (excel) 365 on Mac

D365 FinOps pages have options to Open in Excel - which is very useful for the users to speed up entries. This Open in Excel and Publish from Excel requires the Microsoft Dynamics Office add-in to be installed in Excel tool. WHile this add-in is available for Excel on Windows, this add-in is not ...

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1 Comments

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Category: Office Integration (61)

STATUS DETAILS
Under Review
Ideas Administrator

Mac support for the Excel Add-in is something we will cycle back on after revisiting some authentication issues

10

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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0 Comments

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Category: Office Integration (61)

STATUS DETAILS
Needs Votes
9

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 (61)

STATUS DETAILS
Needs Votes