49

Ability to embed an external web page inside the existing D365FO UI (like an 'iframe')

Proposed new functionality:  a form control in D365FO that can be used to embed an external web page inside the normal D365FO UI, like an "iframe".  (Or a decent workaround beyond just providing a link to an external web page)

Ideally, we want something like a...

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4 Comments

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Category: User Experience (492)

STATUS DETAILS
Completed
Ideas Administrator

The ability to embed third-party apps is available as public preview starting in 10.0.9 / Platform update 33. There are two aspects to this feature. First, you can add a new tab page with an iframe that points to your external web page in an existing form via personalization. This aspect requires the Saved views feature to be enabled. Second, you can add a new page to the dashboard, similar to a custom workspace, that will just contain an iframe that points to your external web page. This portion can be enabled via the Full-page apps feature in Feature management.

See the Embed third-party apps feature in the Release plan for more details.

49

Better differentiation for non-production environments

 In AX2012 an option was available to configure a startup message. Every user connecting to the environment will be prompted with a startup message, configured in the AXC file.
These messages are important to make sure users (and admins) are aware when they are connected to a databas...

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3 Comments

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Category: User Experience (492)

STATUS DETAILS
Under Review
Ideas Administrator

Title was: Startup message, for environments outside PRODUCTION

Title changed to: Better differentiation for non-production environments

Differentiation between environments using color, icon, message, etc is something that is on the backlog.

48

Publish a saved view when the role is assigned to a Azure Active Directory security group

Currently, it is possible to publish saved views for roles. However, if the roles are not directly assigned to the user, the saved views are not displayed. Therefore, is it possible to publish saved views when users are assigned in an Azure Active Directory security group and the roles are assi...

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1 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes
47

Allow multiple files to be attached at once in D365 F&O

The existing functionality to attach files only allows for one file to be attached at a time. In many instances, users are attaching several files to records whether they are journals, purchase orders, etc. This becomes an overly time consuming process that should be able to be streamlined by a...

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1 Comments

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Category: User Experience (492)

STATUS DETAILS
Needs Votes
43

Copy formula line work instructions to new formula version/formula when copying from an existing formula

When creating a new formula and formula version by copying an existing formula the work instructions at the formula line level to not copy over. This creates additional work for users to copy and paste the work instructions from the old formula to the new. It would be much more efficient if t...

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20 Comments

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Category: User Experience (492)

STATUS DETAILS
New
43

ChatGPT by Open AI with Dynamics 365 Finance and operation

I have written complete blog on how to integrate Chat GPT in Dynamics 365 finance and operation.

Complete blog for your reference.

https://community.dynamics.com/365/b/chatgpt-by-open-ai-with-dynamics-365-finance-and-operation/posts/chatgpt-by-open-ai-with-dynamics-365-finance-and...

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0 Comments

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Category: User Experience (492)

STATUS DETAILS
New
42

Add filter/query functionality in the alerts

It's a good thing you finally got alerts back into the system with the spring release but you missed one very important feature on the alerts - the ability to add a query/filter on which records to apply an alert to. Now you can only set an alert for all records or the marked record, in 2012 i...

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4 Comments

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Category: User Experience (492)

STATUS DETAILS
Completed
Ideas Administrator
This capability already exists with the Alerts feature. When you choose to create an alert for 'All records', it is actually basing that on the set of filter conditions currently defined on the form. See the Conditions section of Create alerts for more details. 
40

Line records with attachments need to have an indicator in grids

If a user has attached notes or documents to a sales order header or lines, purchase order header or lines there is no way for other users to see that there is something attached to those orders or order lines.  

 

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0 Comments

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Category: User Experience (492)

STATUS DETAILS
Under Review
Ideas Administrator

An attachments count (indicator) was added to forms recently. We have plans to add an indicator for lines records in grids as well, but it hasn't bubbled to the top of the backlog yet. It is great to see the demand for this idea.

39

Saved View User Enhancement - Help users remember to save personalization changes to their view!

I LOVE the saved views as it helps to make each page much more beneficial without as many clicks. It also GREATLY enhances the migration and management of personalizations and custom workspaces.


The fact that personalizations are no long Auto-Saved means many users make chang...

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1 Comments

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Category: User Experience (492)

STATUS DETAILS
New
38

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 (492)

STATUS DETAILS
Under Review