26

Push notifications for Mobile app Dynamics unified operations

Users of the mobile app (Dynamics unified operations) expect the ability to manage which mobile workspace and actions send push notifications. This way users can rely less on workflow email notifications.

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6 Comments

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Category: User Experience (175)

STATUS DETAILS
Under Review
26

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. 

 

 

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3 Comments

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Category: User Experience (175)

STATUS DETAILS
Completed
Ideas Administrator

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.  

23

Adding a splitter to the bottom of FastTabs with grids

We see in lots of situation that the "Details transaction" design pattern would be much more user friendly, if we may add a horizontal slider between the two sections of the form. Like what I've illustrated in the figure here: https://ibb.co/jTsbQv5 Is this something that might be considered b...

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0 Comments

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Category: User Experience (175)

STATUS DETAILS
Under Review
22

Allow users to add external URLs as tiles or links to a workspace for a company

As D365 is a core application used on a daily basis, some companies might want to embed links to other systems, documentation, portals, or process manuals that other users could refer to on a daily basis. For example, the purchase order preparation workspace could have a link to an external docu...

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2 Comments

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Category: User Experience (175)

STATUS DETAILS
New
22

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...

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1 Comments

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Category: User Experience (175)

STATUS DETAILS
Completed
Ideas Administrator

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.  

 

 

21

Export and import multiple personalizations per user

It would be valuable if it was possible to export & import multiple personalizations per user, in a single action. System administration > Setup > Personalization The form is very supportive in terms of applying & exporting single personalizations per user. This would be very ben...

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0 Comments

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Category: User Experience (175)

STATUS DETAILS
Completed
Ideas Administrator

This functionality exists as part of the new Saved views feature, which began its public preview with 10.0.9 / Platform update 33.

20

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...

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0 Comments

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Category: User Experience (175)

STATUS DETAILS
Needs Votes
20

Conditional formating in grids

It would be awesome to be able to create personalization on grids where you could for on field/column  or on an entire row do conditional formating based on field criteria.

A simple background color would be sufficient as a first edition.

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1 Comments

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Category: User Experience (175)

STATUS DETAILS
Under Review
20

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".

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1 Comments

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Category: User Experience (175)

STATUS DETAILS
Under Review
Ideas Administrator

Application teams have added this in certain places, but we would like to add this capability across the product at some point. 

19

Allow column filtering on null values

There does not appear to be a way to filter a column on blank fields.  In addition, if you attempt to back into row with blank values by using "not equal" or "not contains", the rows with blank values are excluded because they have null values.  

Please provide additional fil...

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1 Comments

Read more... 1 Comments

Category: User Experience (175)

STATUS DETAILS
Under Review
Ideas Administrator

We will consider this for a future update.