39

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

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Category: Office Integration (94)

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
38

Import from Excel

The Edit in Excel option is great but crashing many times, also when the end users use that option the downloaded excel will contain all of the columns in the dataset which makes that process more difficult. My suggestion is to: • Add new button [Import from Excel]. • Only download an Excel wo...

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4 Comments

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Category: Office Integration (94)

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
37

Add onenote integration to the webclient

Let's get OneNote, to take attached notes linked to a record in Business Central, back on! For both the SaaS and On-Premises version of the Web Client.

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0 Comments

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Category: Office Integration (94)

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
36

Edit in Excel/Send to Excel

Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.

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3 Comments

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central 2019 release wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/enhancements-excel-integration ​ Your help was greatly appreciated, ​ Jared Hall PM, Microsoft
34

Attachments in Business Central

When you receive a purchase invoice with attachments in Outlook. There should be a way you can attach these attachments to the purchase invoice in Business Central directly from within the outlook add-in.

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0 Comments

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in "Outlook add-in – add email attachments to Business Central records".

Please refer to the following link for more information:

Best regards,
Mike Borg Cardona
Product Manager, Microsoft
34

Create Job / Project and Opportunity from Outlook App

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

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0 Comments

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Category: Office Integration (94)

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
33

Intercompany General Journal edit in Excel

Add edit in Excel to the Intercompany General Journal. It is very tedious to enter large intercompany general journals, many of which originally originate in Excel worksheets and are good candidates to be pasted into an intercompany general journal via an edit in Excel session.

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3 Comments

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for the feedback. 
the feature is completed and will be available in the Wave 2, 2021 release.

Regards,
Business Central Engineering Team
30

Contact Conversion process in Outlook to work same way as in BC

When converting a Contact to a Customer using the Outlook integration it suggests Contact Conversion Templates that are filtered based on Contact Type. IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). ...

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0 Comments

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Category: Office Integration (94)

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
29

Link Business Central contacts to Teams

We are moving our whole business to Office/Dynamics 365 and its a real shame none of this is properly connected. Emails/Calendars - Works ok can sync Business Central "person" contacts to Outlook within a folder Phones/Chats - Using teams and Yealink team phone which is great, but lacking click ...

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0 Comments

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback.

The Business Central app for Teams now allows users to search for a contact, whether that is a customer, vendor, bank, prospect, person or company, view or edit contact details in Teams, or share the contact with others in conversations and meetings.

Get the app here: https://aka.ms/bcGetTeamsApp
This is available in the Business Central app for Teams version 1.0.4 and Business Central online version 18 or later.
Learn more about what's new and planned for Search for customers, vendors, and other contacts from Microsoft Teams in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/smb/dynamics365-business-central/look-up-business-central-contacts-within-teams

Your help was greatly appreciated,  
Mike Borg Cardona
Program Manager, Microsoft 
28

Edit in Outlook

The loss of "edit in outlook" on the Web Client platform is extremely frustrating and time consuming You have to first email to yourself before you can add any attachments, the having to go back and look up email contact details for person you were going to send invoice etc. This should be ba...

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1 Comments

Read more... 1 Comments

Category: Office Integration (94)

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