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.
Plea...
Fix Stock Movement Journal Headers and Lines template in Open in Excel
Currently you cannot save the Stock Movement Journal Headers and Lines template for re uploading into Organisation Administration > Document templates "Currently the entity type supported to be added back in menu is from the root data source of the form , which is InventJournalTable in this case...
Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record
Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record (e.g. selecting a table and a record Natural Key) so the result is the same as user did it from Dynamics 365 for Op interface.
Dual write integration (FO-CRM)-Notes get modified from F & O, in CE, it shows as Microsoft Dynamics ERP made the changes.
The issue is related to dual write integration issue between a finance and operations (FO) system and a customer relationship management (CRM) system. The problem occurs when the address on an account is changed (modified), resulting in all related notes o...
Updating records using Excel add-in with D365FO for the entity Project work breakdown structure - draft estimates
Unfortunately, the design of the system does not have a unique identifier for lines in the WBS estimate record. This prevents us from being able to publish changes from the excel template, as we cannot identify the user i...
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.
Microsoft Dynamics Office add-in for Office (excel) 365 on Mac
D365 FinOps pages have options to Open in Excel - which is very useful for the users to speed up entries. This Open in Excel and Publish from Excel requires the Microsoft Dynamics Office add-in to be installed in Excel tool. WHile this add-in is available for Excel on Windows, this add-in is not ...
Document templates "Record for id GUID not found",
After the production environment has been refreshed back to the UAT environment, an error message is triggered, stating "Record for id GUID not found", when trying to make us of document templates. Further reference to https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/off...
Document type enabled business event
An important addition to standard business events catalogue could be a Document management business event. The business event should be linked with a document type (ex business event should not be triggered for the standard <> document type but only for an exportable <> document...
Report Feature: Open in Word
With the new Embedded PDF feature, the ability to export into Word is now gone. Users in the past would set the 'Print Destination' as screen, then export to word. Can this be added to Print Destination of 'File', enabling the export into Word?
Administrator
Mac support for the Excel Add-in is something we will cycle back on after revisiting some authentication issues