30

Allow preview of mail (MSG) files in Attachments (DocuView) form.

D365fO allows displaying a preview of PDF, Word, Text and files.

One of our customers is also requesting the option of displaying a preview for MSG (e-mail) files.

 

Nice feature... Not yet available. :)

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
29

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 ...

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3 Comments

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Category: Office Integration (54)

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.
28

Multiple Office App parameters to support multiple tenants

To make the office integration work, office app parameters must be specified correctly. However, these depend on office settings which are specific per tenant. When you have users from multiple tenants cooperating on 1 FinOps environment, this might be an issue. For example: in our case company...

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0 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
26

Support local path for URL file type in D365FO document management

With D365FO document management I can store links with the document type "URL". I can store a link to a local network path as well. But when I try to open the system always shows the message that pop-ups are not allowed. According to MS Support that is because local path is not supported. Please ...

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
20

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...

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0 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
26

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...

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    1 Comments

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    Category: Office Integration (54)

    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.

21

Add Purchase Order lines V2 entity at 'OPEN IN EXCEL' on Purchase Orders (PurchTableListPage) form

Description of problem: Purchase order form is not showing "Purchase Order lines V2 entity" under Open in Microsoft office > 'OPEN IN EXCEL' Path: Procurement and sourcing > Purchase orders > All Purchase orders > Open Purchase order > Open in Microsoft office > OPEN IN EXCEL PO form does not...

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0 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
18

Dynamics 365 - Rich text editor / drag & drop

Hello team, for future release it will be very beneficial for our customers to be able to use rich text editor with drag & drop support. Current option to write/edit for example an email in Dynamics is very limited.

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2 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are re-categorizing this feedback to get it in front of the right team.

 

17

Financial Dimension Configuration for Integrating applications per Legal entity/company

Split default dimensions and default ledger dimensions for integrating per company. With the use of excel add-ins large companies with multiple legal entities can not use the function because they need to keep switching the setup depending on which legal entities financial dimensions should be im...

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2 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
17

Excel add-in doesn’t display dates correctly in non US regional settings.

Hello, We are implementing D365FO for clients in France and we have encountered a strange anomaly. For the record, users are on Windows in French version, and every other Office application also. When opening data from AX with the Excel add-in, dates are not displayed correctly in French format...

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes