"Group by" settings need to be saved and made part of Views, Collapsed should be default
"Group by" settings need to be saved and made part of Views so these details can be shared across users/roles.
The default Group by state should be Collapsed should when the view is shown with an option to Collapse All or Expand All.
It is time consuming to need to re-create Group ...
Query-based widgets in Workspaces
In Azure DevOps it is possible to add dynamic, query-based widgets to Dashboards.
It could be great to have similar options in Dynamics 365 F&O Workspaces. Today, we have the option of adding Lists, Links and Tiles, none of which has the flexibility and user-friendliness of what is offe...
Dark Mode
Dark mode would be appreciated! Staring at white screen all day is terrible.
Vendor on Hold Notification on the Vendor Payment Proposal
When generating payment proposal, a new warning message is showed that we users didn’t face before, it has been introduced with 10.0.11 version. “Vendor XXXX X is stopped for All, Payment and is consequently not included in the payment proposal.” Issues with this message are as follows: 1. T...
Enable to back up usage data to allow users to restore the user settings
Many a time user have to clear the usage data to resolve issue while accessing the D365 FO URL. when user reset the usage data (General > Reset) to clear the user cache, the personalization is not getting deleted. But it will delete some selections or options enabled or disabled by the user and...
Enable filtering data directly in the grid (Like in Ax2009 or 2012)
At the moment you can only filter data in tables by using an advanced filter.
Or you can filter the row by declaring in which way you want to filter.
Mostly these methods for filtering are not necessary; especially if you only want to know for example which calculation is active or...
Add fields to screen using advanced filter
I can add tables in an advanced filter and can sort or filter by the fields in the other tables. If I could only show the fields on the grid it would solve many many problems.
Block users from changing personalizations & workspaces (but keep whats been imported for them)
We want to be able to create a suite of peronsalizations and workspaces for a group of users but then prevent those users from making any further changes to those peronsalizations and workspaces. D365 currently does not appear to allow this functionality. When de-selecting 'Personlisation allo...
The ability to give users personalizations but not let them alter those personalizations is included in the (preview) Saved views feature. With views, users without personalization rights are able to access the views that have been given to them or published to them. Note that view support does not currently cover all forms; workspace support will be added in the future.
In reference to the comment below, the "Personalize this form" action is directly tied to a user's ability to personalize. If the user cannot personalize, they will not see that button. The Personalization page allows an administrator to control personalizations rights per user globally and per form.
Document Attachments with Sharepoint Integration
If the Document Attachments are used with the supported SharePoint Integration of the system the files will be opens in the same browser / tab. That means the user closes the Application and are not able to navigate back. With navigating Back the System reloads the Form which called "Attached Do...
Attachment aggregation through relations in data
A simple sales pitch will be:
"Go to a sales order and get the attachments for all items on the sales lines"
Like building: SalesTable --> SalesLine --> InventTable --> EcoResProduct
Or:
"Go to a project and check out all the documents attached to activities".
Application teams have added this in certain places, but we would like to add this capability across the product at some point.
Administrator
Grouped columns are saved to views for forms/grids with large view selectors (i.e. forms that allow queries to be saved to views). My understanding of this idea is to extend that to any grid in the system.