39

Print management to use email templates

Would be great if print management would allow to link/use email templates when destination is set to be an email. 

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5 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
24

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.

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1 Comments

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Category: Office Integration (17)

STATUS DETAILS
Planned
April 2019
Ideas Administrator

This is already in our roadmap. See the Release notes for more details on when this will be available.  

17

Security Role with/without possibility for Excel Export

Export all rows and Export to excel are two different features (one is a straight forward copy of the grid to excel, like copy & paste. The 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 with an...

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3 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
15

Extend email functionality to include a body

Extend the standard functionality to send emails to include a customizable body text.

It would be ideal if in this body some variables could be included to show things like purchase order id etc, but a good start would be to at least allow us to add some text to the body.

Integ...

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0 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
13

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...

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    1 Comments

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    Category: Office Integration (17)

    STATUS DETAILS
    Under Review
    Ideas Administrator

    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.

8

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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0 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
7

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...

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0 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
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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0 Comments

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Category: Office Integration (17)

STATUS DETAILS
New
5

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 (17)

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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0 Comments

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Category: Office Integration (17)

STATUS DETAILS
New