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 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
5

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, ...)

Read more...

1 Comments

Read more... 1 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
4

It should prevent User to modify the attachment on “vendor invoice” that has already been approved.

Currently, it is possible to modify the attachment of Invoice that has been approved through workflow on D365FO. You can see this issue with vendor invoice. This issue allows user (Malicious user) to modify the attachment on vendor invoice after approve and posting it. Customer is afraid that t...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
3

Excel add-in: privilege for Export to Excel and Open in excel separate

Many customers require separation of two privileges for access to “Open in excel” and “Export to excel”. It would be useful to have these two separate privileges.

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
New
3

Add Description as default filter in Excel Workbook Designer

In the excel workbook designer of D365 for Operations, description is frequently the most useful field when searching for data entitites.  

Add description to the filter field by default instead of having to reselect it every time the filter tab is opened and closed.

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
2

Email and Email Attachment opening with Office E1 for Retail Environments / Light Users

Currently Office E1 (used to be called F1) does not allow for the installation of local copies of Office, including the all important Outlook eMail client. This procludes users of Dynamics365 Finance and Operations from being able to open Customer Emails attached to a Customer Account or Finance...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
2

Open in Excel

A great change to the Open in Excel functionality would be to export those fields visible in the list view personalization for each user rather than using the pre-defined templates which need to be modified within Excel by choosing additional fields.

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
2

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
2

Ability to attach an view an outlook email in Deductions or any other application

Users would like the ability to attach an outlook email and for it to display when clicked on. They are able to attach it, but get an error when clicking on it to read, "No preview available"

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes
2

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Office Integration (54)

STATUS DETAILS
Needs Votes