136

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

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6 Comments

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Category: Office Integration (95)

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 
94

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 ...

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4 Comments

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Category: Office Integration (95)

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  
72

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...

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0 Comments

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Category: Office Integration (95)

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 
64

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...

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0 Comments

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Category: Office Integration (95)

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 ...

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0 Comments

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Category: Office Integration (95)

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
48

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

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1 Comments

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Category: Office Integration (95)

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
45

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...

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0 Comments

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Category: Office Integration (95)

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
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...

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4 Comments

Read more... 4 Comments

Category: Office Integration (95)

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
44

The DateTime field when exporting to Excel, BC SaaS is always set in UTC.

After a deep investigation, I have confirm with BC PG that this behavior is expected system behavior, however this current system limitation is having a big impact on our customers, when exporting page/lists from Business Central. It will be beneficial if we can make it possible to edit in Excel...

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0 Comments

Read more... 0 Comments

Category: Office Integration (95)

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 
41

Edit in Excel export personalized fields

Currently, edit in excel when using the export function, it exports every field in the table, regardless of personalization done in Dynamics 365 Business Central. I would like the system, when exporting, to be able to take into account the personalization currently in place. Additionally, with...

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1 Comments

Read more... 1 Comments

Category: Office Integration (95)

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