Tooltip for CreatedBy and ModifiedBy fields
Hovering over CreatedBy or ModifiedBy system field does not display the name of the user.
UI: restore visual icons for action buttons on the ribbon
It would be very nice to add visual infographics icons to most of (if not all) the action buttons on the Action Pane/Ribbon. At least for the most widely used UI forms that have a ribbon ex. sales orders, customers, products, production orders, projects etc. They can be small monochrome vector...
User not able to navigate back to their last opened record/from while using "open" option in file attachments. When user opens the file attachment system looses track of the last opened record/form. This creates lot of rework for users
Currently when user clicks on document attachment, AX looses track of the record from which the document was opened. User has to navigate back to the original record again from home page. This is very unproductive experience for end users.
Personalization of forms should include the ability to add display methods
When new table display methods are developed, then they must be added to specific forms. It is not possible to add display methods via personalization. The personalization feature only allows the user to hide/unhide provided display methods. This behavior is not optimal, when an added display ...
"is not one of" filter
Business case:
- I have a grid for a table with a set up field, for example maintenance assets with multiple statusses
- The statuses can be extended by set up
- A few statuses are specific (for example the loaner in/out statuses)
STATUS DETAILSNew
Copy line above
It would be great if users can (quickly) recreate the line above in any form. Similarly to the copy past from excel function without the need to export and paste records.
I believe this functionality is available in D365 BC using the F8 key.
Change sizing with saved views
Within the saved views feature it would be beneficial when personalizing a page to be able to alter the size of a field (to make bigger to stand out on a page) for a better view and be saved and pushed out through saved views
Playing task recorder does-not show the default currency values instead user needs to manually enter the values from the drop down
When we edit the task recording the steps are shown more clearly but when we run the task recorder as guide the steps are not shown clearly Step 1: Create a new recording> Goto > All customers > Account Receivable> Create Customer Step 2: Click New > Step 3: Save the recording Step 4: Play th...
Role Page
There should be a role based menu personalization on home page. There are too many menus and buttons which are not used by users according to his/her role. I mean there is no need to see for a warehouse worker, the "Data validation checklist" for example. This should be changeable by an user or a...
Be able to use Category (instead of Item) for a Brazilian company
Project Intercompany customer invoices is based on Category (Project parameters - Intercompany) and due a gap in the Brazilian localization, it is not possible to use this feature for a Brazilian company; Customers should be able to use Category for a BRA company;