Have the last workflow error as a column si we can filter in a list
Hello,
When we are facing a large number of approval workflows every week or month, we can have a lot of errors before approval because of a missing configuration on project, invoice, GL, resources, ... Today, in D365 Finance, we have to go to every record, go to Workflo histo...
To be able to delete unpublished security object
There is a need to delete unpublished security object from the security forms.
Update the official document Disabling Copilot or AI agents for Customer Service will not affect D365 Finance.
Update the official document Disabling Copilot or AI agents for Customer Service will not affect D365 Finance. workloads in D365 Finance function independently from Customer Service Copilot features, and Power Platform components like Project Operations, Financial Reporting, or other add-ins w...
Project transactions - restrict single project per voucher (project hours, project item, project fees)
Accounting source explorer displays incorrect project ID for vouchers with multiple projects. In GL parameters, there is a setting to only allow one project per voucher (resolves the issue on the GL entries). Project expense journals do not allow multiple projects to a single voucher (good). P...
Project management and accounting - field 'Purpose' is neither filterable nor sortable in the Journal lines (Fee Journal)
We have a concern regarding the Project management and accounting module.
Currently, the field 'Purpose' is neither filterable nor sortable in the Journal lines (Fee Journal), which is causing a challenge for us to search/filter by Purpose.
Please enhance the form desi...
Keep the the financial dimensions of the original transaction
Lets say you post a customer invoice with financial dimension value AXX, and then you draw the bill of exchange and post it. The system checks the master data related to the customer (it works the same with vendors), and changes the financial dimension of the original transaction with the one...
Workflow history filter should show correct information
Workflow history can show different aspects of the workflows. The problem comes when filtering for users that are not assigned for that workflow or any workflow. So, we have the following situation:
· User A has a workflow assigned
· User B does not have any workflow ...
Setting work date together with other fields in 'My Settings'
Hello,
I understood this part of Business Central documentation regarding the work date:
After you change the work date, if you sign out or switch to another company, the work data reverts to the default work date. So the next time you sign in or switch back to the o...
creating and modifying actions by new users through workflow
Update user roles with workflow. Please help us to create a notification via email with workflow when update user roles for workers.
Tiles added appear for one company still appear displayed after switching company
The tiles that were added for one company (example if we create a tile in the main dashboard) still appear displayed / pinned to the dashboard when the company has been switched.
Also appearing in stand...