3

Difference between Excel just open and edit function

A few our customer asked if they could make a difference between the Excel function "open Excel" and "add over Excel". Because the customer don't like that each person from the company can adapt datas over Excel but it should be allowed just to open it. Will there be any difference in future for...

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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
3

Create Purchase Quotes from Outlook for Team Member licences

Hi We run BC where most of our users have Team Member licences. Could it be possible to create purchase quotes from outlook? Currently it is only allows you to do purchase orders.

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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
3

Account Schedules to Existing Excel File

Hi From the Navigate view in an Account Schedule, there is the option to send to an Existing Excel file. It asks you to navigate to the file and the tab. But then the output creates a new random file - it doesn't update the tab as expected. Hotfix 355347 suggests that this issue was resolved,...

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Category: Office Integration (94)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channel as specified in Product Support following information on link below:
https://docs.microsoft.com/dynamics365/business-central/dev-itpro/help-and-support#bugs  

Sincerely,
Business Central Team
3

Öffnen der MwSt-Abrechnungsvorschau in Excel

Hallo zusammen, die MwSt-Abrechnungsvorschau kann in Business Central nicht nach Excel übergeben werden. Der entsprechende Button ist grau hinterlegt. Nach Excel kann derzeit nur die MwSt-Abrechnung übergeben werden, allerdings mit wesentlich weniger Informationen. Daher wäre es super, wenn d...

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have delivered this idea and made it available with Business Central in 2021 release wave 2, but you can enable this feature as early as Update 18.3.


Your help was greatly appreciated,  
Mike Borg Cardona
Program Manager, Microsoft
3

Excel exports as admin user

When you export to Excel from Business Central, you have to be the same user as you log in to Business Central as. But it would be super if we could export to Excel with our admin user, for easier helping the customer, without having to use their login in Excel locally installed.

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0 Comments

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Category: Office Integration (94)

STATUS DETAILS
Declined
Ideas Administrator
Thanks for the feedback! Unfortunately, this isn't a change we would be able to make. For security reasons, we need to export the data with the same permissions as the logged in user. We need to ensure that users don't get access to data to which they don't have permissions. 

Thank you!
The Dynamics 365 Business Central Team
2

Sent Emails (8883, List), missed "sent to".

When I check on the page "Sent emails" page 8883, I need to see to whom I have sent the mail.

I miss this information.

I can see the field "sent from" (this information I already know ), but I need to know "sent to". This is the field that really matters.


Thank ...

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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
2

Outlook component

In the Outlook component, when I select an email + Click on the Contact insight. The "New" Button -> New Quote or New Order. The "Send by email" is at the bottom of the list. You should move it at the top of the list instead of being the last one since it is THE nicest feature.

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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
2

'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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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
2

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 (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
2

Outlook To-Dos integrated with Outlook connector witt BC

Hi,

we would like to have the option to integrate also Outlook To-Dos with Contact Insights, so that users can import their own To-Dos from Outlook client to the tasks in the BC.


Please make this option available.


Thank you

BR Damjan

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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