You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: business-central/across-share-data-features.md
+17-12Lines changed: 17 additions & 12 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,11 +1,11 @@
1
1
---
2
2
title: Sharing Data
3
-
description: Learn about the different ways to share business data from Business Central.
3
+
description: Learn about the different ways to share business data from Business Central.
4
4
author: jswymer
5
5
ms.topic: conceptual
6
6
ms.workload: na
7
7
ms.search.keywords:
8
-
ms.date: 06/11/2021
8
+
ms.date: 04/01/2022
9
9
ms.author: jswymer
10
10
---
11
11
# Sharing Business Data from Business Central
@@ -22,43 +22,48 @@ From any page, you can copy the page's URL, then paste and distribute it in othe
22
22
23
23
### Modify the page link
24
24
25
-
After you copy a link, before you send it, you can modify the URL to manipulate what shows when the page opens. You can, for example, add filters or specify the company.
25
+
After you copy a link, before you send it, you can modify the URL to manipulate what shows when the page opens. You can, for example, add filters or specify a different company.
26
26
27
27
For more information, see [Web Client URL](/dynamics365/business-central/dev-itpro/developer/devenv-web-client-urls).
28
28
29
-
### About filter lists
29
+
### About filtered lists
30
30
31
-
Using the filter pane on collection pages, you can apply filters to narrow-down the records shown in the list. If you use the **Copy Link** action or copy the URL from the browser, the page link won't respect the filters. Users that open the link will see the full collection. The way to keep the filtering on a collection page link is to save the filtered page as a **View** first. Then, open the view and copy the link from there.
31
+
Using the filter pane on list pages, you can apply filters to narrow-down the records shown in the list. If you use the **Copy Link** action or copy the URL from the browser, the page link won't include your filter changes. Users that open the link will see the full collection. The way to keep the filtering on a collection page link is to save the filtered page as a **View** first. Then, open the view and copy the link from there.
32
32
33
33
For more information, see [Sorting, Searching, and Filtering](ui-enter-criteria-filters.md).
34
-
<!-- DOESNT WORK ny sorting or filtering you've done on lists will also be kept in the link, so those who open the page will see the same data as you. For more information, see [Sorting, Searching, and Filtering](ui-enter-criteria-filters.md).
35
-
36
-
https://navdevvm-0604/BC200/?company=CRONUS%20International%20Ltd.&bookmark=27%3bEgAAAAJ7CDIAMQAyADMAMwA1ADcAMg%3d%3d&node=0000232e-8905-0000-0c5a-c400836bd2d2&page=22&filter=Customer.Name%20IS%20%27Somadis%27 seems to be node because this works: https://navdevvm-0604/BC200/?company=CRONUS%20International%20Ltd.&bookmark=27%3bEgAAAAJ7CDIAMQAyADMAMwA1ADcAMg%3d%3d&page=22&filter=Customer.Name%20IS%20%27Somadis%27-->
37
34
38
35
## Sharing to Teams
39
36
40
37
 Business Central Online  Business Central On-premises
41
38
42
-
Directly from most collection pages and details pages, you can send a link to the page to specific recipients in a Teams conversation. For example, share a link to a filtered view of your records. Recipients then select the link to open the page in Business Central.
39
+
Directly from most collection pages and details pages, you can send a link to the page to people, group chats or channels. For example, share a link to a filtered view of your records. Recipients then select the link to open the page in Business Central.
43
40
44
41
For more information, see [Sharing Records and Page Links in Teams](across-working-with-teams.md).
45
42
46
-
## Sharing to OneDrive
43
+
## Sharing Through OneDrive
47
44
48
45
 Business Central Online  Business Central On-premises
49
46
50
-
Business Central makes it easy to store, manage, and share files with other people through OneDrive for Business. On most pages where files are available, such as the Report Inbox or files that are attached to records, you'll find the **Open in OneDrive** and **Share** actions. Both actions save a copy of a file to OneDrive. Once in OneDrive, you can use its sharing and contribution features on the file. The difference in the actions is that **Open in OneDrive** opens the file in OneDrive. **Share** opens a page the let's you select who you want to share the file with. Recipients will get a notification email and the file appears in the shared folder in their OneDrive.
47
+
Business Central makes it easy to store, manage, and share files with other people through OneDrive for Business. On most pages where files are available, such as the Report Inbox or files that are attached to records, you'll find the **Open in OneDrive** and **Share** actions. Both actions save a copy of a file to OneDrive. Once in OneDrive, you can use its sharing and contribution features on the file. The difference in the actions is that **Open in OneDrive** opens the file in OneDrive. **Share** opens a page the let's you select who you want to share the file with. Recipients will get a notification email to access the file from your OneDrive.
51
48
52
49
For more information, see [Sharing Files in OneDrive](across-share-onedrive.md).
53
50
54
51
## Opening in Excel
55
52
56
53
 Business Central Online  Business Central On-premises
57
54
58
-
For collection pages or line item lists, you have the **Open in Excel** action. This action opens the list of records in an Excel workbook (.xlsx file), which you send to others. In the workbook, you can also use the share feature that's part of Excel.
55
+
For list pages and lists embedded on a page, you can use the **Open in Excel** action. This action exports the list of records to an Excel workbook (.xlsx file), which you can share with others. In the workbook, you can also use the Share feature that's part of Excel.
59
56
60
57
For more information, see [Viewing and Editing in Excel](across-work-with-excel.md).
61
58
59
+
## Sharing rows or tables
60
+
61
+
 Business Central Online  Business Central On-premises
62
+
63
+
You can share one or more records in a list. Just press the Ctrl+C keyboard shortcut to copy to your clipboard. Then paste what you copied into another application by pressing Ctrl+V. For example, copying three sales orders and pasting that into an email will display the orders in a nicely formatted table.
64
+
65
+
For more information, see [Copy and Paste FAQ](faq-copy-paste.yml).
66
+
62
67
## See Also
63
68
64
69
[Business Central and OneDrive Integration](across-onedrive-overview.md)
Copy file name to clipboardExpand all lines: business-central/across-working-with-teams.md
+3-11Lines changed: 3 additions & 11 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -56,17 +56,13 @@ With the Business Central app for Teams, you can copy a link from any Business C
56
56
1. Sign in to [!INCLUDE [prod_short](includes/prod_short.md)] using your browser.
57
57
2. Open the record that you want to share.
58
58
59
-
The app is designed to display card type pages from [!INCLUDE [prod_short](includes/prod_short.md)]\. So open a page that displays a single record, like an item, customer, or sales order. You can't use it for role centers or pages that display several records in a list.
60
-
59
+
The app is designed to display a card for almost any type of [!INCLUDE [prod_short](includes/prod_short.md)]\. page. But it provides the best experience when used for pages that display a single record, such as an item, customer, or sales order.
61
60
3. Copy the link to the page.
62
61
63
62
There are two ways to copy the link. The easiest and preferred way is to select **Share** > **Copy Link**. The other way is to, copy the entire URL from the browser's address bar.
64
63
65
64
[](media/teams-copy-link.png#lightbox)
66
-
67
65
4. Go to Teams and start a conversation, which can be chat with a person, group of persons, or a team channel.
68
-
69
-
<!--Teams imposes a few limitations here eg. you cannot unfurl a link during a Voice/Video call :/ We should probably only mention this in a Troubleshooting section (and i hope it will also be fixed soon)-->
70
66
5. Paste the link (URL) in the message box where you compose a message.
71
67
72
68

@@ -78,23 +74,19 @@ With the Business Central app for Teams, you can copy a link from any Business C
78
74
79
75
> [!NOTE]
80
76
> You'll only have to do this step once.
81
-
82
77
7. Wait a moment while a card is generated in the message box.
83
-
84
78
8. When the card appears, review the contents of the card carefully for any sensitive information before sending the message. This step is important because once you send the message, everyone in the conversation can see the card.
85
-
86
79
9. If the card looks good, select **Send** to submit it to the conversation.
87
80
88
81
> [!TIP]
89
82
> After the card appears, and before you select **Send**, you can delete the pasted URL if you like.
90
-
91
83
10. To view more details or make changes to the record shown in the card, select **Details**. For more information, see the next section.
92
84
93
85
### View card details
94
86
95
-
Once a card's been sent to a conversation, you and all participants with the [proper permissions](admin-teams-integration.md#permissions) can select **Details** to open a window that displays more information about the record—and possibly make changes to the record. It doesn't matter if you're the one sending the card or the one receiving the card. The **Details** feature is especially useful to recipients, because it quickly provides them with concise, targeted information about the record, as opposed to having to scan the full record.
87
+
Once a card's been sent to a conversation, all participants with the [proper permissions](admin-teams-integration.md#permissions) can select **Details** to open a window that displays more information about the record—and possibly make changes to the record. It doesn't matter if you're the one sending the card or the one receiving the card. The **Details** feature is especially useful to recipients, because it quickly provides them with concise, targeted information about the record.
96
88
97
-
The details window is similar to what you'd see in [!INCLUDE [prod_short](includes/prod_short.md)] the record. But it's slightly trimmed for Teams. When you're finished viewing and making changes, close the window to return to the Teams conversation.
89
+
The details window is similar to what you'd see in [!INCLUDE [prod_short](includes/prod_short.md)], but it's focused on the page or record that the card is about. When you're finished viewing and making changes, close the window to return to the Teams conversation.
98
90
99
91
Here are a couple things to keep in mind when working with the card details:
Copy file name to clipboardExpand all lines: business-central/admin-teams-troubleshooting.md
+4Lines changed: 4 additions & 0 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -152,6 +152,10 @@ When you paste text into the message box in the **Share to Teams** window, the t
152
152
153
153
This problem can be caused by a various reasons. For example, the identity you are using to sign in must have access to Microsoft Teams, such as through a Microsoft 365 subscription.
154
154
155
+
## My cards no longer have a popout button
156
+
157
+
As of April 2022, links that are displayed as compact card in Teams will no longer contain the **Popout** button. To open that card in its own window, choose the **Details** button, then choose **Open in browser** from the ellipses menu (**...**) in the upper right corner of the window.
158
+
155
159
## See Also
156
160
157
161
[[!INCLUDE [prod_short](includes/prod_short.md)] and Microsoft Teams Integration Overview](across-teams-overview.md)
Copy file name to clipboardExpand all lines: business-central/faq-copy-paste.yml
+5Lines changed: 5 additions & 0 deletions
Original file line number
Diff line number
Diff line change
@@ -68,6 +68,11 @@ sections:
68
68
answer: |
69
69
When pasting into [!INCLUDE[prod_short](includes/prod_short.md)], each row is checked to make sure that values in each column are valid. If a column contains a value that is not valid, the pasting is stopped, and an error message is displayed. To avoid this, make sure that the columns have valid values before you paste them.
70
70
71
+
- question: Can I also copy links to pages and records?
72
+
answer: |
73
+
Yes. For more information, see [Sharing Business Data from Business Central](across-share-data-features.md).
Copy file name to clipboardExpand all lines: business-central/teams-faq.md
+6-6Lines changed: 6 additions & 6 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -66,10 +66,6 @@ Yes. But only some features of the app work with [Embed apps](/dynamics365/busin
66
66
- The app works with links based on the **\*.bc.dynamics.com** pattern that's typically used with Embed apps.
67
67
- Contact search isn't available for Embed apps that replace the base application from Microsoft.
68
68
69
-
### Where can I find Teams integration inside the [!INCLUDE [prod_short.md](includes/prod_short.md)] Web client?
70
-
71
-
There's currently no embedding of Teams controls or presence of Teams features inside the [!INCLUDE [prod_short.md](includes/prod_short.md)] Web client or other clients.
72
-
73
69
### Does [!INCLUDE [prod_short.md](includes/prod_short.md)] work with the Teams mobile app?
74
70
75
71
Yes. The [!INCLUDE [prod_short.md](includes/prod_short.md)] app can be installed from the Teams desktop app or browser, or by an administrator for all users. Once installed, the [!INCLUDE [prod_short.md](includes/prod_short.md)] app is automatically available in Teams for iOS and Android. On mobile devices, you can only view cards sent by others, access details, or pop out the card to the full experience in the [!INCLUDE [prod_short.md](includes/prod_short.md)] mobile app. You can't paste links that expand into cards when composing messages or search for contacts. For minimum requirements for mobile, see [Minimum Requirements for Using Business Central](product-requirements.md).
@@ -299,7 +295,11 @@ Yes. Any [!INCLUDE [prod_short.md](includes/prod_short.md)] features in the deta
299
295
300
296
### <aname="location"></a>Can I access my location from the details window in Teams?
301
297
302
-
If you’re using functionality in [!INCLUDE [prod_short.md](includes/prod_short.md)] that accesses your current location coordinates, such as with maps, you must use Teams in the browser or the Teams mobile app. Location isn't available when using the Teams desktop app.
298
+
If you’re using functionality in [!INCLUDE [prod_short.md](includes/prod_short.md)] that accesses your current location coordinates, such as with maps, you must use Teams in the browser or the Teams mobile app. Location isn't available when using the Teams desktop app.
299
+
300
+
### How do I open the details in a new window?
301
+
302
+
Popping out the details window as a separate window is useful for multi-tasking or for being able to work with business data while still being able to use Teams chat and other Teams functions. To open details in its own window, choose **Open in browser** from the ellipse menu (**...**) in the upper right corner of the window.
303
303
304
304
## [Collaborate with guests](#tab/collaborating)
305
305
@@ -341,7 +341,7 @@ No. All you need is a valid account that has access to Microsoft Teams.
341
341
342
342
### Is Share to Teams available in all Business Central clients?
343
343
344
-
At this time, Share to Teams is available exclusively in the desktop web client, and in the details window in Teams.
344
+
At this time, Share to Teams is available in the desktop web client, in the details window in Teams, and when opening a page in a new window from the Outlook add-in.
345
345
346
346
### Where do I find Share to Teams in Business Central?
Copy file name to clipboardExpand all lines: business-central/ui-enter-data.md
+3-3Lines changed: 3 additions & 3 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -158,7 +158,7 @@ To open the current card or document in a new window, choose ![Open New Window.]
158
158
> If you work in the Safari browser, a pop-up blocker may cause the new window to not open. If this is the case, specify the product URL as an allowed website. For information see, [Change preferences in Safari](https://go.microsoft.com/fwlink/?LinkId=2102965).<br /><br />
159
159
> The same may happen in other browsers, such as Firefox. For more information, see [Pop-up blocker settings in Firefox](https://go.microsoft.com/fwlink/?LinkId=2116400).
160
160
161
-
Another way to multitask, is to open [!INCLUDE[prod_short](includes/prod_short.md)] on two or more browser tabs. When you do it this way, you should create a new tab and then copy/paste the URL of the original tab into the new tab. This way creates a new session.
161
+
Another way to multitask is to open [!INCLUDE[prod_short](includes/prod_short.md)] on two or more browser tabs. When you do it this way, you should create a new tab and then copy/paste the URL of the original tab into the new tab. This way creates a new session.
162
162
163
163
> [!NOTE]
164
164
> Don't use the **Duplicate** function of the browser to create the new tab as this may cause actions on one tab to block actions on other tabs because they are part of the same session.
@@ -268,9 +268,9 @@ Here are some examples.
268
268
269
269
## <aname="decimal"></a>Setting the decimal separator used by numeric keyboards
270
270
271
-
When using the decimal separator key of numeric keyboard to enter data, the actual decimal separator that's entered in the field is determined by the region setting of your Business Central. You set the region in Business Central on the **My Settings** page.
271
+
When using the decimal separator key on a numeric keypad to enter data, the actual decimal separator that's entered in the field is determined by your region setting in Business Central. Most regions use the period (.) or comma (,) symbol as a separator for decimal values, as you would typically see in currency amounts. The decimal key on your keypad adapts to your region. It's often different to the period or comma keys on the rest of your keyboard. You set the region in Business Central on the **My Settings** page.
272
272
273
-
For example, suppose you're using a numeric keyboard that uses a period (.) as the decimal separator key. But, you're entering data for a regional language that uses a comma (**,**) for the decimal separator, like Danish (Denmark) or French (France). So, you want decimals like "1.23" to be entered as "1,23". In this case, you can go to the **My Settings** page and set the **Region** to the target regional language, like **Danish (Denmark)** or**French (France)**. For more information, see [Change Basic Settings](ui-change-basic-settings.md#region).
273
+
For example, suppose you're using a numeric keyboard that uses a period (.) as the decimal separator key. But you're entering data for a regional language that uses a comma (**,**) for the decimal separator, like French (France). So, you want decimals like "1.23" to be entered as "1,23". In this case, you can go to the **My Settings** page and set the **Region** to the target regional language to**French (France)**. For more information, see [Change Basic Settings](ui-change-basic-settings.md#region).
274
274
275
275
> [!TIP]
276
276
> There may be occasions when you want to use the decimal separator to enter a period (.). For example, suppose you were entering a date range in a filter, like `01/01/2022..04/01/2022`, or anything that requires a period. To accommodate this case, press the 'Alt+Decimal Separator' keys on the numeric keyboard. This key combination switches the decimal separator between outputting a period and the decimal separator as determined by the **Region** setting.
Copy file name to clipboardExpand all lines: business-central/work-outlook-addin.md
+1-1Lines changed: 1 addition & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -97,7 +97,7 @@ Your email inbox often serves as a source of incoming files that initiate or unb
97
97
98
98
There's a couple ways you can attach files. One way is to upload files from your device. The other way is upload files that are attached to an email. For example, suppose you get an email with files from a contact. The add-in will automatically display the contact record that matches the email sender. From there, you can navigate to a document for the contact, like the latest sales order. Once you've identified the order that the email relates to, you quickly upload the files from the email to that order.
99
99
100
-

100
+

101
101
102
102
After attaching a file, coworkers can instantly download and view the file from the **Attachments** FactBox in any of their Business Central clients. Or, they can open the file in OneDrive to share and collaborate with their department.
0 commit comments