New opportunity with items from Outlook app into Business Central
Create a Sales Opportunity using Outlook App in Business Central, the functionality is available for Sales Quotes and Sales Orders. Could you please enable the above functionality for Sales Opportunity, as well?
Header and Footer in Word Layout
It would be nice having two distinct sections for header and footer in Word layout. Report Header and Footer, Page Header and Footer. The first one is gonna be handled only at the begginning and at the end of the report, the second one on each page.
Team Site imbedded in Job Module
Have a setting that would auto create a Team site for each Job Created and Imbedded the Team site in a screen in the job module. This would greatly enhance the value of the JOB module by allow all communication and documentation to be centralized with a tool very familiar to most customers.
Footer options in word documents that are used in custom report layouts
At the moment the footer will only be printed once at the bottom of the first page. Please provide an options: 1) the footer will be printed on every page. 2) the footer will only be printed on the last page.
Control Who Can Export to Excel
We would like to strictly control who export to Excel. We had a salesperson export the Customer Master to Excel when he left the company. HUGE problem.
Open Word documents from SharePoint in desktop version of Word
In our ISV solution for law firms we work a lot with Word documents. The documents are stored in SharePoint, but often accessed through Business Central (SaaS). The Online version of Word still isn't a fully functional replacement for the desktop version, so we need to have a way to open Word do...
Integrate Workflow approvals using the Teams Approval app
Update the prebuilt approval workflows in Power Automate to use the Teams Approval app as an alternative to outlook email. Also produce a card from BC with the item requiring approval using the existing BC Teams app for quick review and processing within Teams.
Edit in Excel - Choose Excel online or local
When using edit in excel the file automatically downloads and opens with local Excel. We would like an option to tell Business Central to instead open the Excel file in Excel Online instead.
Open Word document, modify, and then save in blob
By a template in Word lay-out we create a contract Opening that contract /Word document we want to add some personal information (text) And after closing Word we want to save that Word document in a blob in the record where it comes from. for example: Opening a sales quote in word by a Typing...
Office Add-In
Some customers are not allowed access to the store. For this reason partners should have an alternative way to enable add-ins for the customers behalf.