Add data entity for Opportunities and also consider other sales and marketing entities which are missing.
Add data entity for Opportunities and also consider other sales and marketing entities which are missing such as call lists and campaigns. Customers moving from a CRM solution to use integrated sales and marketing module in D365fFO require loading of legacy opportunities into D365fFO but no enti...
[Data management]Data export. Refresh mappings and QueryData container.
Have the function on data definition group level (DMFDefinitionGroup table) to refresh mappings and QueryData field (for each entity) on table DMFDefinitionGroupEntity. For now there is only one way: Remove entity from definition group and then add again.
Import Multiple Vendor and Customer Email Addresses
Currently only able to import into the Customer and Vendor entities the primary email address for the company. Unfortunately many customers and vendors have multiple company emails with different purposes especially when using the emails and purposes to email from D365 for Operations. Having to...
Add Sales Agreement Header and Line Data Entities
Please add the following Data Entities
Sales Agreement Header
Sales Agreement Lines
These should be somewhat easy to implement since they are quite similar to the corresponding Sales Order and Sales Invoice data entities
Inventory adjustment journal header and lines V2 - Non admin access via Excel Add-in
Path: Inventory management > Journal entries > Items > Inventory adjustment
=> Lines => Inventory adjustment journal header and lines V2
This is currently not accessible as privilege for users other than system admins
In Dual Write, users should be notified that cross-company data sharing to be disabled if its is being used in D365FinOps
According to MS documentation
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-system-req
Dual-write has these limitations:
Include OData method calls in OData batches to be executed in the same transaction
Status Quo: Currently it is possible to have simple transactions using OData Batch calls. This is currently not possible for the OData methods. Idea: OData method calls should be included into the same transaction as the other OData statements. Example: "Posting product receipt" There is an ...
Alignment of data entity for cross application case management
Standard attributes/fields on case entities should be defined as equal between the D365 FO and D365 CE applications, so that this facilitates a better case management cross-application, in support of synchronisation activities (i.e. dual write). - Case type >< available on D365 CE with a pre-def...
Automating import of the files in Data Management
Enhancing the ability of the Task recorder to create recordings for file import from local machine. An example of such scenario will be-Having a data project created for customer\vendor\project data and importing a csv file into it, getting it past the staging into AR\AP\PM modules.
Exporting data to BYOD fails if password contains double quotation.
Exporting data to BYOD fails if password contains double quotation. Since Error message is [An Error occurred in add data flow component for Entity Store], finding root cause is very difficult. Double quotation is not prohibited characters in connection string. Please fix this issue as D365fO bug.
Administrator
Thank you for your feedback.
We need some more details to understand your suggestion better. Have you tried to record this in task recorder? If so, can you share what challenges did you encounter?
Sincerely,
Sunil Garg