14

When exporting to Excel, an optional default to quickly open in Excel Online in a separate tab

While the standard grids still lack some quick totals functionality (count, sum, average) and users have to export to Excel just for that:

It would anyway be great to make the experience of opening the data right in Excel as quick as possible, with as few clicks as possible.

Plea...

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
13

Fix Stock Movement Journal Headers and Lines template in Open in Excel

Currently you cannot save the Stock Movement Journal Headers and Lines template for re uploading into Organisation Administration > Document templates "Currently the entity type supported to be added back in menu is from the root data source of the form , which is InventJournalTable in this case...

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
12

Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record

Add ability to add documents on SharePoint and then have a webpart to link it to Dynamics 365 for opetations record (e.g. selecting a table and a record Natural Key) so the result is the same as user did it from Dynamics 365 for Op interface.

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
10

Microsoft Dynamics Office add-in for Office (excel) 365 on Mac

D365 FinOps pages have options to Open in Excel - which is very useful for the users to speed up entries. This Open in Excel and Publish from Excel requires the Microsoft Dynamics Office add-in to be installed in Excel tool. WHile this add-in is available for Excel on Windows, this add-in is not ...

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Under Review
Ideas Administrator

Mac support for the Excel Add-in is something we will cycle back on after revisiting some authentication issues

10

Document templates "Record for id GUID not found",

After the production environment has been refreshed back to the UAT environment, an error message is triggered, stating "Record for id GUID not found", when trying to make us of document templates. Further reference to https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/off...

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
9

Open tables in Excel

I really miss the possibility to open any table in Excel directly as in AX2012.

You know what would be even better? Add the possibility to open and change Dara on queries or as at least on views. 

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
8

Document type enabled business event

An important addition to standard business events catalogue could be a Document management business event. The business event should be linked with a document type (ex business event should not be triggered for the standard <> document type but only for an exportable <> document...

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
7

Report Feature: Open in Word

With the new Embedded PDF feature, the ability to export into Word is now gone. Users in the past would set the 'Print Destination' as screen, then export to word. Can this be added to Print Destination of 'File', enabling the export into Word?

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
6

Add Default filter when creating workbook from designer

To be able to load data entities in excel using the workbook designer it should be possible to add a default filter when creating the workbook so that data entities with millions of transactions will be able to load, not time out because of the number of lines.

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
Needs Votes
5

Dynamics Excel Add-in filter with list of values

The Dynamics 365 Excel Add-in should support a filter using a list of values. This is a capability that the Excel Add-in for AX had, via a comma separated list of values you could paste into the filter on a given field. The Dynamics 365 Add-in does not seem to support any "OR" filtering and ...

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1 Comments

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Category: Office Integration (54)

STATUS DETAILS
New