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 (94)

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
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

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Category: Office Integration (94)

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
41

Send to Excel in the own language. Not only english.

It is needed to send any data from BC to Excel, with the name of the column in the own language. Not only in english.

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2 Comments

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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.

Learn more about what's new and planned for Excel improvements in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/enhancements-working-excel 

Your help was 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
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
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 
22

Office Add-In

Some customers are not allowed access to the store. For this reason partners should have an alternative way to enable add-ins for the customers behalf.

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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. We have decided to deliver this idea and make it available with Business Central 2021 release wave 2.  

Centralized Deployment of Office addins
Business Central must always respect organizational constraints governing the use of Office add-ins. However, we do want to make it easier for administrators to configure those Add-ins so that the right set of users can get access to the right Excel, Outlook and Teams addins even if general access to store has been restricted. 

Learn more about what's new and planned for Centralized Deployment of Office addins in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/centralized-deployment-office-add-ins

Your help was greatly appreciated,  
Mike Borg Cardona
Program Manager, Microsoft 
17

MFA support in the product (e.g. Outlook addin)

All our customers using BC online are using MFA to secure the environment. But this makes some parts not working. This is bad surprise for the customer, buying the product because these features. E.g. they are unable to use Outlook addin because are unable to publish it. Microsoft should support ...

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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. We have delivered this idea and made it available with Business Central 2021 release wave 2.  

Learn more about what's new and planned for Outlook integration in the release plan here: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/enhancements-outlook-add-in 

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

14

Stand-alone "Open in Excel" Action

Business Central List pages have the Page action wherein there are two sub actions, namely "Open in excel" and "Edit in excel". There are certain times when strictly only "Open in excel" is to be allowed for specific users in the tenant. As of now, both actions are simultaneously handled for visi...

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1 Comments

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Category: Office Integration (94)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We are solving this differently from the current suggestion. Instead of making another permission available in Business Central specifically for Edit in Excel, administrators can decide which users or AAD user groups can have access to the Excel add-in using the administrative options in the Microsoft 365 Admin center.

Business Central 2021 release wave 2 includes an assisted setup wizard that guides administrators through the process of configuring the Excel add-in.

Best regards,
Mike Borg Cardona
Program Manager, Microsoft