Excel Add-in - Ability to filter with a list of values
When using the Excel add-in to retrieve data from Dynamics FO and potentially manipulate in Excel and publish back to Dynamics FO it's not possible to apply a filter using a list of values.
The available options are: equal, not equal, contains, does not contain, starts with, ends with, ...
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...
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...
STATUS DETAILSUnder Review
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...
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.