147

Onedrive/SharePoint as an alternative file system for SaaS

The Idea is to access through simple commands to OneDrive services in order to save / load files in similar way as we can manage client o server file system using Business Central OnPremise

Read more...

7 Comments

Read more... 7 Comments

Category: Office Integration (108)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap.
 
Your help is greatly appreciated,
Mike Borg Cardona
Program Manager, Microsoft 
100

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 ...

Read more...

4 Comments

Read more... 4 Comments

Category: Office Integration (108)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have released this idea as part of Business Central 2022 release wave 2.

Learn more about how Configuring OneDrive integration enables Excel for the web: https://docs.microsoft.com/dynamics365-release-plan/2022wave2/smb/dynamics365-business-central/configure-onedrive-integration 

Your help is greatly appreciated, 
Mike Borg Cardona
Program Manager, Microsoft  
74

Email Function for all Sales and Purchase Documents

Hallo,

it would be very usefull to have the "Send Email Button" in every document that is needed for correspondence with clients and vendors.


Actually "Send Email Button" is missing in following Documents:


  • Purchase Return ...

    Read more...

    4 Comments

    Read more... 4 Comments

    Category: Office Integration (108)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator
    Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
73

Optimize "fix rows" Excel feature for Reports that have been "Send to Excel"

As an example, reports like 11200 Balance sheets can be send to Excel. The Excel file included fixed rows for better scrolling. It would be much better to extend the fixed rows to have the row description added to the fixed rows. This problem happens on many other report which can be send to Exce...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (108)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap.

Your help is greatly appreciated,
Mike Borg Cardona
Program Manager, Microsoft 
68

Business Central Outlook Calendar Task intergration

Integrate the possibility to have created meetings from the Business Central OnPrem WebClient to the Outlook Calendar. When I create a task as a meeting inside the Business Central module for tasks and interactions, I want to send an invitation via outlook integration and that it should update t...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (108)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap. Your help is greatly appreciated! -Mike Borg Cardona Program Manager, Microsoft
58

Import of Incoming Document with the Outlook-integration

When trying to create a purchase invoice in the outlook-integration it would be very useful if there was an easier way to import the attached pdf file as an incoming document and attaching it to the purchase invoice. As it is working today you recieve an email from your vendor with an attached ...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (108)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have delivered this idea and made it available with Business Central 2021 release wave 2.

Enhancements to the Outlook add-in
From the Contact Insights pane, users can choose the "Send to Incoming Documents" action to create an Incoming Document record that includes the email attachments.

Learn more about what's new and planned for Outlook add-ins in the release plan here: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/enhancements-outlook-add-in 

Best regards,
Mike Borg Cardona
Program Manager, Business Central
53

Edit in Excel / Mac OS

Hello Our customers want to edit datas in Excel but the Excel addin is not compliant with Mac OS. Can you plan to design this feature in the roadmap ? thank you

Read more...

1 Comments

Read more... 1 Comments

Category: Office Integration (108)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have delivered this idea as part of Business Central 2022 release wave 2.  

Admins are now able to configure Edit in Excel to export to Excel for the web, which can be done in any supported browser including Safari for macOS.


Your help was greatly appreciated
Mike Borg Cardona
Product Manager at Microsoft
49

Create Sales Quote from Outlook for Contact not yet a Customer

When using the Outlook integration if you receive an email requesting a quote from a Contact that is not yet a Customer you cannot create a Sales Quote. It gives an error "Cannot find an existing customer that matches the contact Stuart Hardman". Within Business Central you have always been able...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (108)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
46

Create Job / Project and Opportunity from Outlook App

Possibility to create Job Quote / Job and Opportunity from Outlook Client.

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (108)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap. Your help is greatly appreciated! -Mike Borg Cardona Program Manager, Microsoft
45

Disable Export to Excel on Specific List

Disabling export to Excel on specific lists is sometimes required by customers. The ability to export or not data for specific lists should be defined on application level or through system setup. Especially for Europe, GDPR imposes restrictions for data export. In this context, being able to def...

Read more...

4 Comments

Read more... 4 Comments

Category: Office Integration (108)

STATUS DETAILS
Completed
Ideas Administrator
Good news! We released this feature as part of the functionality in Disable export of data to Excel. 
Instead of disabling Excel on specific lists, you will be able to choose which users cannot Open in Excel or Edit in Excel across the application.

Please refer to the following link for more information: 

Best regards, 
Mike Borg Cardona
Program Manager, Microsoft