Create Job / Project and Opportunity from Outlook App
Possibility to create Job Quote / Job and Opportunity from Outlook Client.
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...
Add onenote integration to the webclient
Let's get OneNote, to take attached notes linked to a record in Business Central, back on! For both the SaaS and On-Premises version of the Web Client.
Disable Export to Excel on Specific List
Disabling export to Excel on specific lists is sometimes required by customers. The ability to export or not data for specific lists should be defined on application level or through system setup. Especially for Europe, GDPR imposes restrictions for data export. In this context, being able to def...
Export to Excel captured in Audit Summary
We request that Microsoft consider incorporating all exports to Excel within the Audit Summary to enable administrators to see which users have exported data and from which entity. This is a fundamental gap in the product.
Import from Excel
The Edit in Excel option is great but crashing many times, also when the end users use that option the downloaded excel will contain all of the columns in the dataset which makes that process more difficult. My suggestion is to: • Add new button [Import from Excel]. • Only download an Excel wo...
Send to Excel in the own language. Not only english.
It is needed to send any data from BC to Excel, with the name of the column in the own language. Not only in english.
Option to disable updating BC language when Update Users from Microsoft 365 is performed
If a user's display language has been set to a language in Office Portal e.g. English (United States), but in BC language is set to English (Australia), whenever an Update Users from Microsoft 365 is performed, it will change the BC language based on the language set in Office Portal.
Edit in Outlook
The loss of "edit in outlook" on the Web Client platform is extremely frustrating and time consuming You have to first email to yourself before you can add any attachments, the having to go back and look up email contact details for person you were going to send invoice etc. This should be ba...
Best regards,
Business Central Team
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). ...
Administrator