9

Auto update for Document Routing Agent Client

Currently updating document routing agent client requires users to uninstall/re-install the client application, which is not convenient way for users in terms of user experience. I would appreciate if you could consider implementing auto-update functionality to DRA client applications. Also, anno...

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Category: User Experience (198)

STATUS DETAILS
New
9

Enable single sign-on for Office Add-in

Enable the Single Sign-on API for the Office Add-in, so that logged in users are not required to log in again. This would improve the user experience and enable the add-in to work with Conditional Access rules for improved security. Currently, when the user is prompted to log in again, that logi...

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1 Comments

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Category: User Experience (198)

STATUS DETAILS
New
9

A pen mark is displayed to the read-only user.

When a user with Read Only permission sees the Form, the Edit button is grayed out. However, when the item in the Form is selected, the frame turns blue and a pen mark is displayed. This is recognized by the user as “editable”. You can't actually edit it. Can this UI be fixed? (I would be happy i...

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0 Comments

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Category: User Experience (198)

STATUS DETAILS
New
8

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.

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1 Comments

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Category: User Experience (198)

STATUS DETAILS
Needs Votes
8

Administrator is unable to control personalization centrally.

We wanted to centrally control the personalization of forms. Users should not be allowed to make their own form personalization. Only the a user with the System Administrator role is allowed ...

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0 Comments

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Category: User Experience (198)

STATUS DETAILS
Needs Votes
8

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...

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Category: User Experience (198)

STATUS DETAILS
Completed
Ideas Administrator

The "Click the edit button to make changes" message was removed in a previous platform update on all forms for all users.  

8

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.

<...

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Category: User Experience (198)

STATUS DETAILS
Needs Votes
7

Allow to revert form control back to standard background color and behavior after you have explicitly changed its background color

Form controls (e.g. FormStringControl) are normally white in view mode and grey in edit mode if the control is read-only. You can change its background color with backgroundColor() method, but then you cannot revert back to original white/grey behavior. The idea is to allow reverting form control...

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0 Comments

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Category: User Experience (198)

STATUS DETAILS
New
7

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...

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0 Comments

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Category: User Experience (198)

STATUS DETAILS
New
7

Allow to auto-refresh the parent form when child form is closed

When you close the child form (Esc) and go back to parent form the parent form is still in original state. Its content is not refreshed (not even display methods) until you manually click Refresh. No method/event is triggered on the parent form to achieve that by code. I would suggest one of fol...

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0 Comments

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Category: User Experience (198)

STATUS DETAILS
New