11

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...

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Category: Office Integration (56)

STATUS DETAILS
New
11

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...

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Category: Office Integration (56)

STATUS DETAILS
New
1

Paypal Holding, direct partnership after Anex of contract Paypal

Finance Group Microsoft team ans whole organisation is open for one mail part.

I am got anex of contract form Paypal Holding company

I wanna to explore finance solutions Paypal company with Microsoft and Contoso Group of dynamic 365.


Also I was got proof of patent...

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Category: Office Integration (56)

STATUS DETAILS
New
1

Request to add a feature of importing/updating Planned order from Excel add-in

It is unable to import/update Planned order from Excel add-in because the proparty "IsReadOnly" of the target entity "ReqPlannedOrderEntity" is Yes. However, our customer wants to register planned orders in bulk, so please consider to becoming able to import/update Planned order from Excel add...

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Category: Office Integration (56)

STATUS DETAILS
New
1

Drill down to originating document from Excel

I have a customer ask for the ability to drill from Excel to the originating document. Was very surprised that it was not a standard feature in Dynamics since they have it currently with a competitive product.

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Category: Office Integration (56)

STATUS DETAILS
New
47

Add "Export to excel" feature in Feature Management workspace

The feature management page includes all the features that are optional or made mandatory. It is a great repository for knowing which areas to focus testing on during an upgrade across versions. Commonly an end user will look here for items turned "on by default" or made "mandatory" to see w...

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2 Comments

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Category: Office Integration (56)

STATUS DETAILS
New
1

Unable to export 1 million rows to Excel.

Although the customer set 1 million to [Maximum number of rows to export to Excel] at Client performance options page,

exporting data to excel fails before 1 million rows on many forms due to FormDataRecordTempTableStore table limitation. 

Customers request to fix this issue to be ...

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Category: Office Integration (56)

STATUS DETAILS
New
3

Excel add-in: privilege for Export to Excel and Open in excel separate

Many customers require separation of two privileges for access to “Open in excel” and “Export to excel”. It would be useful to have these two separate privileges.

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Category: Office Integration (56)

STATUS DETAILS
New
1

oData queries from Exceltake over 30 secs due to entire meta data being sent

When using oData with Excel, a considerable amount meta data is being returned (as a separate response). For example, querying for one product returns 799 bytes of result data (1 record with 2 columns) and about 28MB of metadata, which makes the excel refresh ...

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Category: Office Integration (56)

STATUS DETAILS
New
1

Open in a new tab. Microsoft Office > Save To > SharePoint.

In F&O I need to use the function Open in Microsoft Office > Save To > SharePoint. 


After clicking on the button, the excel will be opened in the same browser page. Is it possible to set it up to open in a new page? So the original page will not be lost. 


I've...

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0 Comments

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Category: Office Integration (56)

STATUS DETAILS
New