14

BOM Components to show Type and No. in Edit in Excel

If you have many items as BOM components, if you edit the Where Used page as Edit in Excel, the file will miss Type and No. columns. The fields are added to that page as you can use Page inspector however seem to be non-editable. You will have to create an Extension to show those fields on the ca...

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Category: Office Integration (122)

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Needs Votes
3

Difference between Excel just open and edit function

A few our customer asked if they could make a difference between the Excel function "open Excel" and "add over Excel". Because the customer don't like that each person from the company can adapt datas over Excel but it should be allowed just to open it. Will there be any difference in future for...

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Category: Office Integration (122)

STATUS DETAILS
Needs Votes
14

Salespeople task to be able to move tasks to Outlook Callendar

If you create a job in a Job card you can move that option to the Outlook Calendar. It will be nice if you can use a similar option on the Salespeople tasks to forward that invitation to the Sales persons calendar.

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Category: Office Integration (122)

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Needs Votes
8

Using Dataverse for Teams for integrations between BC and Teams

Applications within a team in Microsoft Teams have access to a Dataverse for Teams environment. Dataverse for Teams is a common platform that allows all these interfaces to have a unified understanding of how the data is modeled and consumed. To improve integration between Dynamics 365 Business C...

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Category: Office Integration (122)

STATUS DETAILS
Needs Votes
6

Expand permission for what information and which users can "Export to Excel" and "Edit in Excel"

We should be able to allocate permissions for who and what we want to able to export to, or edit in Excel for general information security and GDPR. This idea has already been suggested and completed here: https://experience.dynamics.com/ideas/idea/?ideaid=b94dadcf-ea80-ea11-99e6-0003ff68d52a B...

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Category: Office Integration (122)

STATUS DETAILS
Needs Votes
6

Export all Tables to Excel

Hi, my organisation is currently upgrading from an older version of NAV to Business Central. In NAV we can export any table, or page to Excel, but going in to Business Central this is limited and will be problematic for users once we go Live. For instance, a sales order, posted sales invoice, pu...

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Category: Office Integration (122)

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18

Option for Multiple Add-Ins for Business Central/NAV in Outlook

Currently there's no Option for more than 1 Add-In from Outlook. It would be great if the integration of Business Central can allow more than one Add-Ins implemented in order to better accommodate business needs.

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Category: Office Integration (122)

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Needs Votes
13

Dataverse Character Length consistancy between Dynamics products

Ensure that the fields that are included for integration between CE and BC are at a acceptable character length between the systems. For example, the CE account name allows for more then 50 characters. In BC, the character limit is 50. The integration for a record over 50 characters will fai...

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Category: Office Integration (122)

STATUS DETAILS
Needs Votes
5

Clear cache from Outlook

When having the Business Central document view and insights add ins connected to an outlook account within a Client, you are unable to disconnect them without uninstalling the entire office package and reinstalling it. End goal is to be able to connect the add ins to a different tenant. Upon dele...

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Category: Office Integration (122)

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36

Contact Conversion process in Outlook to work same way as in BC

When converting a Contact to a Customer using the Outlook integration it suggests Contact Conversion Templates that are filtered based on Contact Type. IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). ...

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Category: Office Integration (122)

STATUS DETAILS
Needs Votes