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...
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...
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.
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.
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.
Create Job / Project and Opportunity from Outlook App
Possibility to create Job Quote / Job and Opportunity from Outlook Client.
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.
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). ...
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 ...
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...
Best regards,
Business Central Team
Administrator