Personal Views - retain sorting on date columns
When creating a Personal View (in any screen) that contains sorting on a date column, the sorting is not saved in / retained with the View. I would like this to be changed because it saves me from constantly having to adjust the date sorting to my preference, which to me is the whole point of ...
Filter option on tables to exclude multiple "does not include"
When using the coloumn header filter, you have option to use "does not contain", however, it would be usefull if this function worked in similar ways as "is one of", where you select mulitple values.
In this scenario, the "Does not include" filter should not be exact matches, ...
Enable single sign-on for Dynamics Excel Add-in
Access to SSO APIs is now available for Office add-ins. https://docs.microsoft.com/en-us/office/dev/add-ins/develop/sso-in-office-add-ins. Can this functionality please be added to the Dynamics Excel add-in? Without this, users that are working remotely with Dynamics Excel add-in have to be excl...
Edit in Grid for sales orders
Edit in grid functionality for open orders will be very helpful to modify enmass sales order info like delivery dates. This features was available in AX 2012. Not sure why it hasn't been carried over. Edit in grid also requested for open sales order lines.
The Warehouse app requires that you slide to the right to see the second page that contains detailed information
The Warehouse app requires that you slide to the right to see the second page that contains detailed information about the material that is going to be picked. This step is annoying because the scanning of licensplate must be canceled in order to see which item number it is going to be picked. Af...
Automate Employee Mapping to Vendor Record
Each employee should be automatically mapped to their vendor record. You should not have to go to the menu item Employee mapping and per diem rates just to associate an employee with their vendor records. If this is not done, then the expense report fails during posting. We are using auto post, s...
Alert email template should be able to be configured
I feel like the alert email template that notifies users when business data is modified could be configurable. At the very minimum, you should be able to setup placeholders that allow you to insert data based on the business object you are being alerted for. A nice to have would be to to cont...
Remove the "Click the edit button to make changes" Infolog if a user has read-only access to a form
When a user has been given a security role with read-only access, there is a message at the top of the form that says "Click the Edit button to make changes" even though the user does not have access to do this.
This is often confusing and frustrating for users as they don't k...
The "Click the edit button to make changes" message was removed in a previous platform update on all forms for all users.
Mobile login
During login you ask for the D365O URL.
Why not ask for the user email? Then resolve which environment user has access to. Then populate a lookup list of environments to connect to.
This will make the Mobile application more intuitive and easy to access.
&...
Predefined filters on various list pages such as All Projects
Having predefined filters on the list pages will be a very handy feature for end users.
For example on the All Projects list page, to see all projects in a particular project stage, they always need to follow several clicks to do the traditional filters.
It would be very us...
Administrator
Re-categorizing to get this feedback in front of the client team.