Alerts functionality missing in Dynamics 365 for Operations
Alerts are not on the list of deprecated features for Dynamics 365 for Operations, but they are currently not available. We've been told Alerts will be delivered at some point, but currently aren't scheduled for a specific release. We are using Dynamics 365 for Operations as a platform for bui...
Sharing of masterdata and enhancing sharing in general.
With the removal of the concept of virtual companies, the only - however poor - real out of the box option to share master-data across legal entities was lost. This feature was widely used by many customers.
The new cross-company data sharing accepts group and reference data only, but i...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
Microsoft
Attachments Indicator - In Dynamics 365 for Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions.
In Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions. We request strongly that something is invented to bring this functionality back like we had it. A color change, or even be...
The indicator and a count was delivered in Platform Update 11 (it was planned for 10, but it narrowly missed).
Roadmap: https://roadmap.dynamics.com?i=d19d8b17-0189-e711-811f-3863bb2ed1f8
Doc: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/configure-document-management#accessing-document-management-attachments
Infolog maximum length and no possibility to filter/ export
Since MS Dynamics 365 for Operations there is new Info Log design available. The info log itself has a Maximum length of 1000 entries and Shows Information and Errors without the possibility to filter by Default on Errors only. Also it's not possible to Export to e. g. MS Excel and do any filte...
Friendly User ID pattern when creating users automatically
When a user has been assigned to a product license for Finance and Operations, a user will be automatically created the first time he/she logs in. This is as described in the documentation: "For customers who are on one of the new license types that were added in October 2019, users must be asso...
Ability to easily add all tables in a form to the database log
When in any form and going to "Options - Record info", add an "Activate data log" button to allow all tables present in the form to be quickly enabled for database logging. The "database log" form shows data changes to enabled tables.
Why: It is currently a struggle to figure out which ...
This is in the backlog as deliverable 346802.
Provide an entity for transferring usersettings between environments
Hi all,
as there is currently only a very circuitous way to transfer usersettings between environments, it would be nice to have an entitiy to do this via the datamanagement menue in D365.
By now we have to export every single setting via the personalization form (system adm...
We will look at mechanisms for sharing all personalizations or groups of personalizations between environments.
Extend cross company data sharing feature for more than 100 legal entities
Currently the cross company data sharing feature is limited to 100 legal entities. Extend this, so more legal entities can be included in the sharing policy.
This is being tracked in the backlog as deliverable 346803
Publish user modified workspaces to security roles through Personalization/Publish
When creating new workspaces and modifying standard workspaces as personalization it should be possible to activate the 'Publish' button from the Personalization framework to be able to publish this to specific security roles. Now it is only possible to 'Copy to users'. 'Publish' is active when...
Improved support for single-tenant multi-instance scenarios for F&O
In our large, decentralized organization, we use Dynamics 365 as the ERP/CRM for smaller entities. These tend to be independent from each other, and each thus wants its own D365 F&O instance which it can customize as needed, and has no requirement to share data with its peers. Consequently, in LC...
Administrator
Alerts with in-product notifications have been delivered; however, alerts that generate email notifications has not been enabled yet.