Re-instate securing the global address book by team as per 2012
In 2012 you could secure the global address book by legal entity or address book. This seems to have been removed, and not documented anywhere.
Error when creating new vendor or customer
Steps how to reproduce this error: 1) Create a new vendor 2) Enter name, group, (vendor account number if required) 3) Create new address-> enter Name or description, close the dialog. 4) Enter organization number 5) When saving the customer/vendor record, system produces an error "Cannot e...
Thank you for reaching out.
Your suggestion seems to be a product bug. You can follow 429087 on Issue search to track progress.
Sincerely,
Brian
Microsoft.
Creation of a ‘Case Processes’ entity
Creating a Case Processes entity will allow case processes to be exported and imported. Currently, if multiple legal entities use the same processes, that have to be manually keyed into each and cannot be exported and imported. Additionally, if an activity needs to be added towards the start o...
Make Organization Hierarchy View Printable/Expandable/Resizable
The organization hierarchy view has the potential to be useful but falls short because you can only see two levels at a time and the tiles truncate the company name, and only three entities will be displayed on a line even though there is plenty of screen real estate to show all of them. When my...
Allow base calendars to have different working hours/templates from child calendars.
Currently every calendar for different locations or different calendars within the same site (different departments) have to be setup separately. It would be ideal to have a Master Base calendar which has standard working days - including holidays. The working times on this calendar do not hav...
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft
Translation of Address Country for externa documents in sending language
If the address Country/Region is expanded then the address country uses the translations based on the language setting on the receiving party (Customer/Vendor). According to Universal Postal Union address regulations Article RL 123 3.3 the address country should be written in the language of t...
Number sequence formatting depending on dates
Add a segment based on the date (YY, YYYY, YYMM). Also, having a number allocation per value on the date segment will be great.
Electronic signature functionality can get better
- The electronic signature works fine for update/create/delete if a change is made directly on the form. For example, if you turn on electronic signature functionality for updates in "batch disposition code" and perform an update manually on batches form, it will work. However if you set up a qua...
Request to have multi languege support for Legal entity name
Currently D365FO doesn't support to have multiple language for Legal entity name and this name is printed on sales invoices, purchase orders etc. It is possible to print sales invoice and purchase order in customer/vendor language. However, legal entity name doesn't translate. We would like to ha...
Linkage cases & associated activities (tasks)
Hi,
Case categories can be setup in a way that a task is automatically created. Making use of this functionality automatically creates an activity when the case is created.
Gap: When the case is closed the activity (Task) is not automatically closed and vice versa.
Woul...
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft