14

Interaction Templates - Mail Merge

In RTC there was a possibility to use Mail Merge in order to define Word attachment for Interaction Templates by selecting needed fields. This possibility is gone with Web Client but the replacement is highly desired.

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0 Comments

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Category: Office Integration (134)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion: 
https://experience.dynamics.com/ideas/idea/?ideaid=664ead58-b068-e911-b047-0003ff68e28a

 
Please add your valuable votes and comments to the suggestion above instead.
 
Sincerely,
Andrei Panko
PM, Microsoft

13

Edit in Excel for Purchase Credit Memos

The ability to create Credit Memos for Sales using Edit in Excel, but not for Purchase Credit Memos. Can this function be added?

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1 Comments

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Category: Office Integration (134)

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
13

Check whether Incoming Document has already been added in Outlook Addin

Incoming Documents has a lot of potential and the outlook integration is fantastic. The only issue is that it is possible for multiple people to get the same email and try and submit it. Given that it is a unique filename and email may have a checksum signature, it would be very beneficial for t...

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0 Comments

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Category: Office Integration (134)

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
13

Physical Inventory Journal - Edit in Excel

Could we add the edit in excel function for the Physical Item Journal? Helps updating bulk updates. Or have "stock take input tickets" ultilising item journals that the actual quantities are generated from?

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0 Comments

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Category: Office Integration (134)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated,
Andrei Panko
PM, Microsoft

12

x64 Office AddIns

Hi, Would be great to have 64 Bit support for all the office integration Add-Ins. More and more customers are requesting this feature as they move to x64 Office versions.

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0 Comments

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Category: Office Integration (134)

STATUS DETAILS
Under Review
Ideas Administrator
Thanks for the feedback! We'll continue tracking this feature for consideration in a future release of Business Central.

Regards,
The Business Central Team
11

Enhancement Request: Display Username in 'Show Source' for Send Emails

To enhance the "Send Emails" feature in Business Central, it would be beneficial to display the username alongside the GUID in the "Show Source" section. Currently, users see only the GUID (e.g., User: {D073F86D-83AA-4C8D-B377-76754A948F80}), which makes it difficult to identify the associated...

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0 Comments

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Category: Office Integration (134)

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
11

Remove Multi Tenant requirement for the App Registration used by the email integration

We have customers that do not allow App Registrations to be created for Multiple Tenants, but the current email integration uses the "common" endpoint thus requiring the App registration to be multi tenant.


I cannot see any reason or use cases where it makes sense that this Ap...

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0 Comments

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Category: Office Integration (134)

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
11

Test Email in Sandbox Environment

It would be good if a Sandbox Environment could somehow be flagged so that Email integration can be set up but any emails generated are delivered to a single test mailbox. During client user testing we have to avoid enabling email integration for fear of sending unwanted emails to real custom...

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0 Comments

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Category: Office Integration (134)

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
11

'Open in Excel' for visible columns only

The button ‘Open in Excel’ is available in several tables, however it creates an excel sheet with all table columns. It would be great to be able to open an excel sheet with only the visible columns of a table, sorted in the order defined on the list. 

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2 Comments

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Category: Office Integration (134)

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
11

Using Dataverse for Teams for integrations between BC and Teams

Applications within a team in Microsoft Teams have access to a Dataverse for Teams environment. Dataverse for Teams is a common platform that allows all these interfaces to have a unified understanding of how the data is modeled and consumed. To improve integration between Dynamics 365 Business C...

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0 Comments

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Category: Office Integration (134)

STATUS DETAILS
Needs Votes