Carry over filtering for excel add-in
When editing large amounts of data, it would be useful if filtering made on a form that the user opens in Excel Add-in would carry over to the filters in the opened file. This would be helpful particularly in situations where you are trying to update only a handful of records from a large mass...
Improve Excel Add-in sign-in experience (reduce repeated login prompts)
After the recent Excel Add-in authentication changes (MSAL upgrade + Entra ID restrictions), users are required to sign in every time the Excel Add-in is launched. “Silent” sign-in is no longer possible due to platform constraints, and this is now expected behavior.
However, t...
Configurable Sales Event Notification Framework (Non-Email Driven) for Dynamics 365
Many organizations coming from legacy CRM systems (e.g., Pivotal) rely on a configurable matrix to trigger notifications for key sales lifecycle events (Sales Request, Approval, Cancel, Change Order, Transfers).
Dynamics 365 currently requires custom Power Automate flows to replicate ...
Coursetable data entity
Customers are unable to assign instructors to courses through the D365 data entity. There is one CourseTable entity that has an InstructorId field, but this field does not work in the Excel workbook designer or through API requests. It also has a 0 for all records when it should have the Inst...
Extensible data security policies do not work with open excel
I am logging this idea on behalf of the customer.
The customer has data say projects or customer groups etc. which are sensitive, which means it is crucial to restrict the access to the Project or Customer groups to the major of the empl...
Document template form should allow multiple templates for the Open lines in Excel menu
Previously logged as an idea directly under the D365 Finance category - https://experience.dynamics.com/ideas/idea/?ideaid=33f8c142-9af2-ec11-b5cf-0003ff45834c - MS support suggested it's appropriate here. Within F&O, the Document template form allows custom templates to be up...
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, ...
Enable to include additional fields to Dynamics 365 Commerce Email Templates
The "createdDateTime" field from the "SalesTable" cannot be incorporated into the receipt email templates. This specific field is not listed among the available fields provided in the article referenced below.
https://learn.microsoft.com/en-us/dynamics365/commerce/email-templates-transa...
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...