Create Sales Quote from Outlook for Contact not yet a Customer
When using the Outlook integration if you receive an email requesting a quote from a Contact that is not yet a Customer you cannot create a Sales Quote. It gives an error "Cannot find an existing customer that matches the contact Stuart Hardman". Within Business Central you have always been able...
The DateTime field when exporting to Excel, BC SaaS is always set in UTC.
After a deep investigation, I have confirm with BC PG that this behavior is expected system behavior, however this current system limitation is having a big impact on our customers, when exporting page/lists from Business Central. It will be beneficial if we can make it possible to edit in Excel...
Working with Attachments in Outlook Add-In
Our users would love the ability to better be able to work with attachments in Business Central from the Outlook add-in. Currently if you try to view the attachment from BC from the Outlook connector you get the error message, "This task is not possible inside the add-in. Instead, use a desktop ...
Business Central (on-premises) and Microsoft Teams Integration
Please make this feature available for the on-premises version of business central. https://docs.microsoft.com/en-us/dynamics365/business-central/across-teams-overview
Integration Business Voice & Business Central
Integrate Business Voice with Business Central. Example: on inbound calls, the integration would recognize the phone number associated with a Business Central account and have their information pulled up.
Optimize "fix rows" Excel feature for Reports that have been "Send to Excel"
As an example, reports like 11200 Balance sheets can be send to Excel. The Excel file included fixed rows for better scrolling. It would be much better to extend the fixed rows to have the row description added to the fixed rows. This problem happens on many other report which can be send to Exce...
Allow Edit in excel to delegate admin
Allow Edit in excel to delegate admin this is needed for implementation , training , analysis etc..
Easier Edit in Excel setup for On prem
The very involved and convoluted steps to get Edit in Excel working with on prem V16 BC should be addressed to provide a much simpler method. The documentation provided is not sufficiently clear and does not cover all the steps required to get this very useful feature to work. Some kind of automa...
Stand-alone "Open in Excel" Action
Business Central List pages have the Page action wherein there are two sub actions, namely "Open in excel" and "Edit in excel". There are certain times when strictly only "Open in excel" is to be allowed for specific users in the tenant. As of now, both actions are simultaneously handled for visi...
Workflows to automatically re-direct to substitute if Out of office is on in Outlook
Workflows to automatically re-direct to substitute approver if Out of office is on in Outlook and "Delegate after" is set to something other than "Never".