small and medium business (smb)
30 TopicsAllow administrators to configure default field selection for Word Templates
Description When creating a new Word Template in Business Central, the default field selection is currently based on field type. Text fields and primary key fields are included by default, while many other useful fields are excluded. This creates extra work for users because important business fields such as: Post Code Country/Region Code Currency Code Payment Terms Code Shipment Method Code Salesperson Code must be manually selected every time a new Word Template is created. The challenge is that even if a Word document already contains merge fields for these values, the fields are unavailable unless they are explicitly selected in the template setup. As a result, organizations must repeatedly perform the same field selection for every new template. Suggested improvement Provide a page where administrators can configure default Word Template fields per table. Example: Table Default included fields Customer Post Code, Country/Region Code, E-Mail Contact Post Code, Mobile Phone No., Country/Region Code Vendor Post Code, Payment Terms Code This would: Reduce repetitive configuration work. Ensure consistency across templates. Improve usability for non-technical users. Reduce support questions about missing merge fields. The current behaviour could remain the default, while organizations could optionally define their own standard field selection. Business impact Organizations that use Word Templates extensively often create many templates over time. Repeatedly selecting the same fields for every template is time-consuming and error-prone. Central administration of default field selections would improve productivity and template consistency.33Views0likes0CommentsMac OS 26.7 and M365 Office Applications- upload block errors only on Office applications.
Mac OS 26.7 and M365 Office Applications- upload block errors only on Office applications. When making changes to an Office document like Excel &/or Word using M365 E5 license since September 19th, I have been getting a message stating "Upload blocked" in autosave, the file is being saved to a OneDrive connected services which has a capacity of 5 tb, having a total of about 860,000 items, about 3.2 TB, but the selected items to sync from the OneDrive application is about 180,000. This happens sporadically to only Office application files such as MS Word and Excel. The syncs in the bar menu of OneDrive all show sync and backed up with no errors. As per MS a M365 SharePoint library can hold 30 million items, and view is limited to 5000 items, and I have such libraries with about 20,000 items and I can access them online and have set views to show items in lists less than 5000. MS also states that OneDrive Business can sync up to 300,000 items only even if the capacity is 5 TB and the number of total items cannot exceed 300,000 items. (1) Does anyone know why a OneDrive storage which leases 5tb storage space can only keep 300,000 items, for it to function? (It’s pointless to lease 5tb and be restricted by number of items). (2) Sync is working for PDFs and screenshots but only Office applications are having problems syncing at times or saving with autosave with versions. When I researched with CoPilot Premium running several terminal commands it concluded it is a MS Office bug and MS Support cannot solve the problem despite opening several tickets. The agents as L1 will scope, then it goes to the backend team called “ Escalations” but there remains no solution for crippled services since past 11 days. OneDrive sync logs were provided as well as requested but no followup. (3) If these are hard limitations on M365 to save maximum of only 300,000 items has anyone considered any other cloud services to replace OneDrive for Business? Has anyone else experienced this in the past? Can anyone offer a solution for this? If OneDrive office applications are dysfunctional then how does one operate AI agents or any automation. Any questions please ask. Thank you.253Views0likes4CommentsExtreamly frustrated that I cannot get help for a serious problem
What the devil do I have to do to get help with a serious problem with the cloud for our non-profit business account for our small charity. I have 'lost' sight of a large number of documents from the cloud since we had to start paying for our subscription. After many chats with ai and emails and the problem being escalated I have now been told to go back to where I started at Non-profit support and put a support ticket in. Doesnt matter what machine I use, what browser I use, what network I use, I cannot get past the submit form page and keep getting an error message - this has been going on for weeks now. Ive tried ringing and the call keeps dropping while on hold - no one, no-one will call me about the problem and no one seems interested in dealing with the problem and its not just affecting me on our system either. Please will someone tell me how to get to a human for support without using an AI help system,230Views0likes1CommentLocked Out of Global Admin – Lost Authenticator – Case 2602060010000939 – Need Escalation
I am locked out of my Global Administrator account because my phone broke on February 5, 2026 and I no longer have access to Microsoft Authenticator. There is no alternative authentication method configured. Case ID: 2602060010000939. I contacted support on February 6 and the ticket was set as Severity C with an 8-hour response expectation. After several days, I have only received generic replies and no contact from an engineer. This account is critical for my business operations, and I have now been without access for five days. I understand it was my responsibility to maintain backup methods, but I urgently need help from Microsoft to recover access. Please contact me. Samuel LeoSolved557Views1like2CommentsBookings Page not sending confirmation emails to customers
Hello, I am the main technician for my company's service desk. We have a Bookings page, but any time anyone books a time slot, they receive a message indicating that they will receive a confirmation email, but no email comes to them. In the settings, it shows the checkbox to send a confirmation email is checked. I have also looked in Exchange Admin and run a message trace and cannot find any confirmation email sent to myself or other testers. In Bookings, I have unchecked the confirmation email checkbox, saved, checked, saved, and tested - same result. Additionally, this Bookings page is only for internal users, and all of them are 'customers' with their full organization email address. In researching, I found that there was mention of the Bookings needing to have an Exchange account as a shared mailbox, which I do not believe we have - when I search the email that confirms for me that someone has booked with me, it is a long string of seemingly random letters and numbers with an internal domain address. I have also tried searching in Exchange Admin for 'IT' 'Service Desk' 'Service', and 'Desk', none of which have any results under Mailboxes (which would include shared mailboxes). Any advice/suggestions would be greatly appreciated. Screenshot:1.7KViews0likes2CommentsDibbling Microsoft AutoUpdate - macOS
I have a customer with a Mac mini M4 with multiple user accounts. Each user has an access to Office 365 apps, Outlook, Excel and Word. The issue I am having is with Microsoft AutoUpdate. I have turned off "Automatically keep Microsoft apps up to date" on all of the users. This has not stopped update application from opening and showing on each of the users there are updates available. If one of the users tries to run the update while an application is open by another user, it cause all kinds of problems. My questions is, "Is there another way to prevent AutoUpdate from indicating there are updates available? Thanks Len Levin BSC179Views0likes1CommentEffortless Time Tracking in Teams, Outlook and M365 Copilot
How do you stay in the flow of work when tasks move across Teams, Outlook and now M365 Copilot? Many of us already collaborate and manage our day in these Microsoft 365 tools, but logging time often feels like something separate that interrupts our focus. With https://www.klynke.com/ time tracking stays right where your work happens. It runs inside Teams, Outlook and M365 Copilot, creating one consistent and natural experience for logging hours without leaving your workflow. We shared more in our blog: https://www.klynke.com/post/log-time-in-teams-outlook-copilot, and were grateful that Microsoft featured our story in a Tech Community interview: Building Secure SaaS on Microsoft Cloud. A quick look under the hood Microsoft 365 SSO (Entra ID) – Employees sign in with their existing credentials Tenant-based storage and security – Data stays within your Microsoft 365 tenant, under IT control Native experience – Same workflow in Teams, Outlook and M365 Copilot Simple reporting – Export to Excel, Power BI or dashboards How do you currently manage time tracking in Microsoft 365? Would having it built directly into Teams, Outlook and M365 Copilot make a difference in your day? CTO at Klynke754Views0likes2CommentsExternal people can't open files with Sensitivity Label encryption.
Question: What are the best practices for ensuring external users can open files encrypted with Sensitivity Labels? Hi all. I've been investigating proper setup of sensitivity labels in Purview, and the impact on user experience. The prerequisites are simple enough, creating and configuring the labels reasonably straightforward, and publishing them is a breeze. But using them appears to be a different matter! Everything is fine for labels that don't apply encryption (control access) or when used internally. However, the problems come when labels do apply encryption and information is sent externally. The result is that we apply a label to a document, attach that document to an email, and send it externally - and the recipient says they can't open it and they get an error that their email address is not in our directory. This is because due to the encryption, the external user needs to authenticate back to our tenant, and if they're not in our tenant they obviously can't do this so the files won't open. So, back to the question above. What's the easiest / most secure / best way to add any user we might share encrypted content with to our tenant. As I see it we have the following options: Users have to request Admins add the user as a Guest in our tenant before they send the content. Let's face it, they'll not do this and/or get frustrated. Users share encrypted content directly from SharePoint / OneDrive, rather than attaching it to emails (as that would automatically add the external person as a Guest in the tenant). This will be fine in some circumstances, but won't always be appropriate (when you want to send them a point-in-time version of a doc). With good SharePoint setup, site Owners would also have to approve the share before it gets sent which could delay things. Admins add all possible domains that encrypted content might be shared with to Entra B2B Direct Connect (so the external recipient doesn't have to be our tenant). This may not be practical as you often don't know who you'll need to share with and we work with hundreds of organisations. The bigger gotcha is that the external organisation would also have to configure Entra B2B Direct Connect. Admins default Entra B2B Direct Connect to 'Allow All'. This opens up a significant attack surface and also still requires any external organisation to configure Entra B2B Direct Connect as well. I really want to make this work, but it need to be as simple as possible for the end users sharing sensitive or confidential content. And all of the above options seem to have significant down-sides. I'm really hoping someone who uses Sensitivity Labels on a day-to-day basis can provide some help or advice to share their experiences. Thanks, Oz.3.5KViews0likes20CommentsSecurity verification for 365 business account
I've tried everything to get a business account, different browsers, clearing cache, incognito mode, using different phone numbers etc - but it keeps failing at the last step (security verification) when entering my phone. number. It says "Something is wrong with that phone number. Try a different one." No matter what I do, it doesn't go past that. I've tried contacting Microsoft support for 2 weeks - I never get to an agent and then it disconnects me. This is my last attempt. I am based in South Africa, recently bought my business domain and I just want to set up a business account for 1-4 people.147Views0likes1CommentMicrosoft 365 Subscriptions
In fourth quarter of 2024, I decided to upgrade my machine and tried out a web only version (freeware) of Microsoft 365. After some time, I found out that I was not getting the qualities I needed for documentation to be presentable as Microsoft Word and Excel were not usable for print formats. I decided to buy a Microsoft 365 Business subscription (bought through my domain provider) which allowed me to use my email address attached to me and my website domain. This allowed me to also download desktop copies of Word and Excel. However, I ran into problems with old accounts colliding with my new ones..., for example, Skype for Business, Microsoft Store, and Microsoft Live would constantly appear in my installation admins. If I attempted to install them, the installation would fail and get stuck i.e, I could not remove them. Microsoft message pop-ups would state, "You cannot install this on a 'work' account." I thought to myself, "Okay, I installed my Windows OS as a "Work Account on my new machine." This made sense, because I could go to my browser on my new machine and I could go to my old laptop that had absolutely no Microsoft 365 on it and access my Office from my browser profile. My old laptop is the only machine that accepts the Windows Live email address i.e., it acts as a Windows Live access service via the 'free' outlook account to which it is attached. However, now that all these items are separated by Work or Home classification, I keep getting messages that state, "We cannot renew your Microsoft 365 account." But my Work account should not be attached to Microsoft Live accounts...should it? After all, it uses Entra ID for access and the subscription is bought through my domain vendor. Why is Microsoft Support sending me these emails? My original setup accessed Microsoft Live accounts via the web through my old laptop using my free Outlook email and looked something like the graphic below:437Views0likes1Comment