Stop a grid from saving automatically
Currently, for grit forms such as sales order lines, the record is automatically saved without clicking the save button. This triggers the user to update the record in an unintended operation. To prevent this, the user should be offered the option to save the content only when the save button is ...
Attachments preview visualization D365
In D365, the attachments preview window for all the system elements (purchase requisitions, purchase orders, invoices, etc.) is extremely small compared to the system page, and there is no possibility to adjust its dimensions by ourselves. It would be great if there was the possibility to open in...
Workspace should be able to be published automatically to users
When self service (workspace) view is personalized it cannot be published the same way as saved views (System administration/Links/Setup/Personalization). It would be great if a workspace can be published automatically without having to import the view per user?
Advanced filters availabe in all legal entities
Currently a saved advanced filter is only available in the legal entity where a user has created this advanced filter. For "global" users that means they have to create the same advanced filter for every legal entity (and also make sure to maintain changes to all of them). It would be great to h...
Project Intercompany customer invoice does not work for a Brazilian company
Project Intercompany customer invoice does not work for a Brazilian company; This process is based on the Category (Project parameters form - Intercompany) and Category was not localized and supported for a Brazilian company; Because of this issue, customer cannot use this feature; Requesting to...
Combine saved views with advanced filter possibilities
Currently in preview but GA expected soon we miss the possibility to combine saved views with advanced filters. Details regarding saved views are available here: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/saved-views The big advantage of this feature is to de...
This has been resolved in 10.0.11 / Platform update 35.
Improved Printing Experience
Short Description: We would love to see Microsoft improve the experience of printing with D365. Proposed Changes: 1. If possible, remove requirement to use DRA for printing altogether. Rationale: If D365 can send documents to DRA to be converted to PDF and printed, why can't it send to the user...
Workspace Enhancements
Provide the ability to add : * Links to D365 Reports ( AX reports) * External Links ( sharepoint / KB sites) This will enhance the user experience (especially Persona-based user experience, where the end user may not have extensive access on D365 modules/capabilities) This should apply to custo...
Allow Attachment to Copy between Legal Entities
When adding attachments to a customer, vendor or item, the attachment should be copied when the main record is copied into another legal entity. This would work well for Sales Tax, Tax Exemption, 1099, or other major documentation.
Combined CRM / ERP Workspace
We are seeing increasing deployments of both CRM / ERP and in some cases, a user who naturally lives in ERP may want to access CRM functionality. Could we look to have the ability to included within an Operations Workspace CRM forms along with standard ERP content?
Administrator
Saved queries (from the Advanced filter or sort dialog) have no planned updates. Saved views are encouraged instead of using this old feature.