111

Drag and Drop functionality not available in Dynamics 365 for Operations

Drag and drop was not on the list of deprecated features for Dynamics 365 for Operations, but it currently isn't available. We have been told that it will be implemented, but isn't currently schedule for a release. We are using dynamics AX to integrate with of 3rd party document management sol...

Read more...

4 Comments

Read more... 4 Comments

Category: Office Integration (23)

STATUS DETAILS
Under Review
Ideas Administrator

This request is already in our backlog. 

47

Print management use of email templates

Would be great if print management would allow to link/use email templates when destination is set to be an email. 

Read more...

5 Comments

Read more... 5 Comments

Category: Office Integration (23)

STATUS DETAILS
Under Review
Ideas Administrator

This is in the backlog as deliverable 346804.

33

Ability to filter the data before sending it to Excel (send filters to Excel Add-in)

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. In effect, send the form filters to the Excel Add-in.

Read more...

3 Comments

Read more... 3 Comments

Category: Office Integration (23)

STATUS DETAILS
Under Review
Ideas Administrator

In the backlog as deliverable 346805

25

Increase limit of 10000 records for export to excel by a new system parameter

Records of a grid exported to Excel are limited to a number of 10000 records.

Customers  should be able to increase this Limit for example about a new Option in the System Parameters.

Read more...

1 Comments

Read more... 1 Comments

Category: Office Integration (23)

STATUS DETAILS
Planned
April 2019
22

Security Role with/without possibility for Excel Export

Export all rows and Open in excel are two different features (one is a straight forward copy of the grid to excel, like copy & paste, whereas Open in Excel can be used to read & write data). It would be great to have a role or at least a duty or privilege to be able to have users ...

Read more...

3 Comments

Read more... 3 Comments

Category: Office Integration (23)

STATUS DETAILS
Needs Votes
Ideas Administrator
Entities have security privileges associated with them. The security configuration can deny access to those entities as needed. A global off switch for Open in Excel is something that we have considered but don't expect to add anytime soon.
20

Extend email functionality to include a body

Extend the standard functionality to send emails to include a customizable body text.

It would be ideal if in this body some variables could be included to show things like purchase order id etc, but a good start would be to at least allow us to add some text to the body.

Integ...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (23)

STATUS DETAILS
Needs Votes
Ideas Administrator
Could you provide details about the steps taken to see this capability? Many email capabilities in the application already allow for the body to be edited.
9

Enhance 'Edit in Excel' option to include Excel Online

The "Edit in Excel" feature is great unless you're using Excel for Mac or Excel is not installed. Therefore, it would be nice to edit using Excel Online. When I'm in this situation, my workaround is to save the downloaded XLSX file to OneDrive for Business (or OneDrive, as the case may be). Then...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (23)

STATUS DETAILS
Needs Votes
14

Extended SharePoint integration

We need better and more advanced integration to SharePoint from Dynamics 365 for operations:

  • It is not possible to create a new file directly in D365FOE from a template in a SharePoint library.
  • If a user saves a file to a library where there are mandatory metadata columns...

    Read more...

    1 Comments

    Read more... 1 Comments

    Category: Office Integration (23)

    STATUS DETAILS
    Under Review
    Ideas Administrator

    This is an interesting collection of ideas. I particularly like the idea of prompting the user for extra information when the SharePoint document library requires it, since that is a non-code customization to AX behavior through  changing SharePoint metadata. We wouldn't be able to get to all of these at once, so please add comments on this idea to provide thoughts on relative priority as well as comments on the original list of suggestions.

9

When exporting to Excel, an optional default to quickly open in Excel Online in a separate tab

While the standard grids still lack some quick totals functionality (count, sum, average) and users have to export to Excel just for that:

It would anyway be great to make the experience of opening the data right in Excel as quick as possible, with as few clicks as possible.

Pl...

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (23)

STATUS DETAILS
Needs Votes
6

Open tables in Excel

I really miss the possibility to open any table in Excel directly as in AX2012.

You know what would be even better? Add the possibility to open and change Dara on queries or as at least on views. 

Read more...

0 Comments

Read more... 0 Comments

Category: Office Integration (23)

STATUS DETAILS
Needs Votes