46

Auto-update of the Document Routing Agent (DRA) version along with D365 update

When DRA version is not the same with D365 platform version, when a report is sent out for printing, it is stuck at 'Printing' stage with an error message saying "The agent version is different from the server platform version * With the current solution design, there is no possibility to upd...

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9 Comments

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Category: System administration (422)

STATUS DETAILS
Needs Votes
46

File Based Integration Logic App Triggers/Actions

Logic app connectors exist for oData based integrations. However, file-based integrations require the user to configure HTTP calls to execute the various triggers and actions associated with file-based integrations. The following tasks should be supported with out-of-the-box triggers and ...

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0 Comments

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Category: System administration (422)

STATUS DETAILS
Under Review
43

Document routing agent Refresh token automatic renewal.

Currently, the DRA token requires manual refreshment every 90 days. However, it is not uncommon for the designated person responsible for this task to be unavailable due to leave, illness, or other commitments. This can have a significant impact on business o...

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0 Comments

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Category: System administration (422)

STATUS DETAILS
New
42

When a user account is disabled, delete/disable their batch job alerts

Users can create batch job alerts (which are not visible in the custom alerts forms) but when a user account is disabled, perhaps because the employee leaves the organisation, these batch job alerts remain.


There should be a process which automatically deletes the batch job al...

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0 Comments

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Category: System administration (422)

STATUS DETAILS
New
42

Re-send emails from email history

It should be possible to resend emails from the email history (cfr. batch email sending status). For emails that are being sent via SMTP through the Commerce email notification profile or the Electronic Reporting destinations, it's currently not possible to easily resend emails (in bulk) that ...

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0 Comments

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Category: System administration (422)

STATUS DETAILS
New
42

D365 Audit Role

From an Audit and BI perspective we need D365 F&O to support an 'Audit Role' which would essentially be the same as System Admin but with View Only access.

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0 Comments

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Category: System administration (422)

STATUS DETAILS
Needs Votes
40

Improve batch job functionality to be able to set both recurring hours and days

The current recurrence options does not allow you to specify both a recurring pattern of hours and which days it is relevant for.

For example I would like a batch-job to run every Friday with a recurrence of 3 hours. Currently if you select a specific day you cannot define other values s...

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4 Comments

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Category: System administration (422)

STATUS DETAILS
New
40

Default "Send notifications by email" workflow setting to Yes upon creating a New User

When a new user is first added to Dynamics 365 and Workflow is enabled to the company, there is an extremely purposeful step that needs to be done.  For any user that wants to receive workflow notifications via email, this boolean flag needs to be on otherwise they will not get emails a...

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1 Comments

Read more... 1 Comments

Category: System administration (422)

STATUS DETAILS
Under Review
39

Create a Proforma invoice without a Operations license

To be able to create a Proforma invoice an Operations license is needed. As there is no journals updated etc. it must be possible to create a Proforma invoice with a Team member license.

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0 Comments

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Category: System administration (422)

STATUS DETAILS
Under Review
Ideas Administrator
Can you provide the steps that the proposed team member would take to generate the pro forma invoice?
37

Remove filtering on Creation date in database log in custom view for a specified user role

Currently when you create a custom filter on the database log. You are not able to create one that is not filtered on creation date. Or you can, but when you save it, D365 automatically applies a filter on the creation date.


When Masterdata wants to see all changes to a vendor...

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0 Comments

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Category: System administration (422)

STATUS DETAILS
New
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