89

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.

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15 Comments

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Category: Organization administration (31)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Shivam Pandey

PM, Microsoft 

39

Add filter/query functionality in the alerts

It's a good thing you finally got alerts back into the system with the spring release but you missed one very important feature on the alerts - the ability to add a query/filter on which records to apply an alert to. Now you can only set an alert for all records or the marked record, in 2012 i...

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3 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
27

Camt.054 credit notification summing bank transactions for camt.053

When you receive a camt.054 file for customer payments, you will get as many payment journal lines created in the system as many transactions presented in the file. In some cases, it is requested to reduce a number of bank transactions in the voucher in a way of summarizing by the Account Service...

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1 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
12

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 of a...

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1 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
12

HTML editor with placeholders for email templates

D365 lost option to have proper HTML editor with available placeholders as it used to be in AX2012. 

Would be great to get better version of such editor in D365 as currently there is no option to know what details can be exposed via placeholders when email template is configu...

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0 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
10

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 have...

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0 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
9

Encrypted Document Management Feature

The idea is to have a global encrypted document management feature under organization administration module. This feature can be used on-demand at any given form or module. The feature will allow users to be able to encrypt the data that is been uploaded such as bids, project compliance docume...

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1 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
7

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...

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0 Comments

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Category: Organization administration (31)

STATUS DETAILS
New
6

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...

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1 Comments

Read more... 1 Comments

Category: Organization administration (31)

STATUS DETAILS
New
5

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.

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0 Comments

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Category: Organization administration (31)

STATUS DETAILS
New