Add fields to screen using advanced filter
I can add tables in an advanced filter and can sort or filter by the fields in the other tables. If I could only show the fields on the grid it would solve many many problems.
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...
Allow users to hide unwanted modules
In AX2012 it was easy and simple for a user to hide an unwanted module. That is not possible in D365 FO. Just because there are common menuitems, users are forced to see those modules. Turning off configuration keys can be used to achieve that but that's not always the solution. For example, "Re...
Document Attachments with Sharepoint Integration
If the Document Attachments are used with the supported SharePoint Integration of the system the files will be opens in the same browser / tab. That means the user closes the Application and are not able to navigate back. With navigating Back the System reloads the Form which called "Attached Do...
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".
Application teams have added this in certain places, but we would like to add this capability across the product at some point.
Prevent the form from opening when a linked item does not exist
To enhance user experience and data integrity within our application, we propose implementing a mechanism that provides a warning and prevents forms from opening when a linked item no longer exists in the database. This feature will ensure users are informed about missing linked items and avoi...
Allow D365 F&O to be embedded via iFrame in other D365 applications
Many organizations that utilize D365 implement multiple applications. A common pair is D365 Finance and Operations + D365 Customer Service (and Omnichannel Customer Service).
Omnichannel provides capabilities to open external websites in tabs to streamline the user experience...
It should be possible to publish changes by the functionality "Pin to Dashboard" on Workspaces to other users or roles.
The personalization on tiles in workspaces by the function "Pin to dashboard" cannot be published to other users or roles like a usual personalization on workspaces or views.
The "Pin to dashboard" function is very useful for optimizing the daily work for business coleagues....
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...
This functionality exists as part of the new Saved views feature, which began its public preview with 10.0.9 / Platform update 33.
Global search
Global search that enables the possibility to search all or a subset of indexed fields and tables.
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.