D365 Help Search functionality improvement
We have identified a serious issue with the help search in D365. When clicking the ? button in D365, and selecting Help, tabbing over to the Task guides, the search does not reveal expected results. If you type in "purchase orders" for example, many of the results, including the first two, do not...
Possibility to group favorites into "folders"
Prior AX versions had the capability to group favorites into folders. This is and was very useful as otherwise you end up with 30 to 40 favorites in a single leveled list, which is just useless. Besides that same menu item names are used in different modules, so it is not impossible to distingui...
Purchasing add-on environment before base environment
We would like to purchase a Tier 4 or 5 environment before purchasing a base environment because the customer want to verify that the performance of the D365 system will meet their requirements, in order to make an informed decision before purchasing the D365 system.
[Saved views] Saved User Views should work with Filters
When user tries to save new views created with different filters, the view doesn't save the filters. Whenever the view is selected post saving, the default filters are popped. Customer wants the saved views to be saved along with the filters selected with the view.
Copying above field data using F8 key like in Navision and D365 BC
In a grid form and in the journal lines form our users want to be able to use the same function (F8 button) that exists in Navision to copy the value of the field on the line above the active line in the current field. Manually entering data has become slower in D365 since the value is not au...
Thank you for the suggestion.
Make the posted vendor invoice look like it did during invoice entry
After the vendor invoice is posted it should retain the look it had during invoice entry. It is difficult to view and understand when it is shown in the invoice journal format. You should be able to always look at it with a header and lines and totals. In fact, the more the vendor invoice screen...
Attributes (types, groups) for Master Data (Customers, Vendors, Project contracts, Projects) and Main transaction document (Purchase Orders, Sales Orders) to reduce customisation at implementation
Thanks for extending the concept of Attributes from the Product information/Procurement module to HR module.
It will really be good to have this functionality available for Master Data as well. Although D365 has come a long way with functionality we still need to go through develo...
Auto alignment for export to excel
When exporting a TB or General ledger data from D365 to export it would be useful if all amounts (e.g. reporting currency) were automatically right aligned rather than the current left alignment.
Saving / remembering filters set by end user
It would be great if an end user could set a filter in a list which would be kept until it was changed or cleared.
By allowing to save queries/filters, the user could create different views for different tasks.
The new Saved views feature that started its public preview in 10.0.9 / Platform update 33 allows users on list pages to save multiple named views, which each consist of personalizations and filters.
Personalization Disclaimer
The idea is a proposed feature for Microsoft that aims to proactively inform users about updates that may impact their personalized views or code changes that would break personalization. This would ensure transparency and allow users to prepare for any necessary adjustments.
Administrator
Filters can be saved to views with the large view selector (see Saved views - Finance & Operations | Dynamics 365 | Microsoft Docs for more details). Specifically with regards to the "Open sales order lines" page, filters can be saved on this form type (Task single) when the "Allow queries to be saved to views on Task Single and Task Double pages" feature is enabled. Please open new suggestions if something more is needed in this space.