37

Publish dashboards to roles

Similar to published views, we need the ability to publish dashboards to the organization. Being able to save an organization dashboard as a personal dashboard, or republish, unpublish, export, or delete organization dashboard.

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1 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes
37

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 (492)

STATUS DETAILS
Under Review
36

User defaulted selection in project list grid

It should be possible for the user themselves to define the selection of 'Show projects' and 'Show levels', so that input of a desired selection other that default shall not be made every time the list is opened.

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2 Comments

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Category: User Experience (492)

STATUS DETAILS
New
36

Copy multiple personalizations for user from another user

Currently the personalizations of a user can be copied one to many UserIDs by selecting the personalization. The system allows us only select one personalization to to copy from one user to many Users. However, it was more wishful to select more personalizations to copy from one user to the ot...

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3 Comments

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Category: User Experience (492)

STATUS DETAILS
Completed
Ideas Administrator

This functionality is included with the new Saved views feature that is public preview starting in 10.0.9 / Platform update 33. In addition to being able to select multiple personalizations or views to give to multiple users, you can also export multiple personalizations/views into a single file. Finally, and most powerfully, with views, you can publish a read-only view to all users in one or more security roles and in one more legal entities.

35

opening attachments in another window

instead of opening an attachment in the same window, have another tab or window open with the attachment.

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1 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes
35

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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2 Comments

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Category: User Experience (492)

STATUS DETAILS
Under Review
35

Secure attachments for certain groups of users or security roles

It would be great to have the ability to control the accessiblity of certain DocuRef records (probably based on their type) by a grouping criterion over several users or - even better - by security roles.

More concrete: I envision this as an assignment option for security roles in ...

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2 Comments

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Category: User Experience (492)

STATUS DETAILS
Under Review
33

Related information pane size should be resizeable.

The "Related information" pane on the right side should be resizeable with a splitter control. Currently the minimum of four fields is not enough to make meaningful Fact grid forms. The new Business document man. workspace gives a good example of the default size is not enough.

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2 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes
32

control adding INDEX for performance optimization

An INDEX was added to the SalesTable, causing the retrieval of data on the screen to take more than 20 minutes.


The customer confirmed that the addition of the INDEX resulted in poor performance in the sandbox environment, and performance improved by removing the INDEX. Howeve...

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0 Comments

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Category: User Experience (492)

STATUS DETAILS
New
31

Trace of user activity about "Form" and "Open in Microsoft"

In point view of audit requirement to secure the proper access to D365FO system, we strongly desire to have the bellow features in D365FO to trace user activity. [Trace activity for] “Form” - The User ID/User Name (WHO) - The timestamp (WHEN) - What is form the user open (WHAT) - What is the ta...

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0 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes