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 (384)

STATUS DETAILS
Needs Votes
41

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 (384)

STATUS DETAILS
New
41

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 (384)

STATUS DETAILS
New
41

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 (384)

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

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Category: System administration (384)

STATUS DETAILS
Under Review
38

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 (384)

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 (384)

STATUS DETAILS
New
35

Restrict access to sysadmins in HR module

To prevent the system administrator from accessing the HR module, we propose to create a default system administrator role that doesn't have access to the HR module.

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1 Comments

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Category: System administration (384)

STATUS DETAILS
New
35

Functions to filter Job history by Status value.

Please add the ability to filter the job history by the status value. We would like request the implementation of a feature to filter the Job History by the value of Status. The function to filter by status value makes it very easy to check the date and time of an error and investigate the cause...

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0 Comments

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Category: System administration (384)

STATUS DETAILS
New
34

Dynamic date input / Advanced date entry to allow for recurring batch jobs

Many periodic tasks require the entry of execution date or parameters. Sometimes this uses a query which means users can use the flexible date ranges (advanced filter query syntax) however in most periodic tasks users must specify a from and to date or a posting date. These fields are linked to a...

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5 Comments

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Category: System administration (384)

STATUS DETAILS
Needs Votes
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