27

D365 Help Search functionality improvement

We have identified a serious issue with the help search in D365. When clicking the ? button in D365, and selecting Help, tabbing over to the Task guides, the search does not reveal expected results. If you type in "purchase orders" for example, many of the results, including the first two, do not...

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1 Comments

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Category: User Experience (362)

STATUS DETAILS
Needs Votes
27

Attributes (types, groups) for Master Data (Customers, Vendors, Project contracts, Projects) and Main transaction document (Purchase Orders, Sales Orders) to reduce customisation at implementation

Thanks for extending the concept of Attributes from the Product information/Procurement module to HR module. 

It will really be good to have this functionality available for Master Data as well. Although D365 has come a long way with functionality we still need to go through develo...

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4 Comments

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Category: User Experience (362)

STATUS DETAILS
Under Review
26

Purchasing add-on environment before base environment

We would like to purchase a Tier 4 or 5 environment before purchasing a base environment because the customer want to verify that the performance of the D365 system will meet their requirements, in order to make an informed decision before purchasing the D365 system.

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1 Comments

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Category: User Experience (362)

STATUS DETAILS
New
26

Copying above field data using F8 key like in Navision and D365 BC

In a grid form and in the journal lines form our users want to be able to use the same function (F8 button) that exists in Navision to copy the value of the field on the line above the active line in the current field. Manually entering data has become slower in D365 since the value is not au...

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0 Comments

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Category: User Experience (362)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. 

26

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 (362)

STATUS DETAILS
Needs Votes
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 (362)

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.  

25

Auto alignment for export to excel

When exporting a TB or General ledger data from D365 to export it would be useful if all amounts (e.g. reporting currency) were automatically right aligned rather than the current left alignment.

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0 Comments

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Category: User Experience (362)

STATUS DETAILS
New
25

Query-based widgets in Workspaces

In Azure DevOps it is possible to add dynamic, query-based widgets to Dashboards.

It could be great to have similar options in Dynamics 365 F&O Workspaces. Today, we have the option of adding Lists, Links and Tiles, none of which has the flexibility and user-friendliness of what is offe...

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1 Comments

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Category: User Experience (362)

STATUS DETAILS
Needs Votes
24

"Group by" settings need to be saved and made part of Views, Collapsed should be default

"Group by" settings need to be saved and made part of Views so these details can be shared across users/roles.

The default Group by state should be Collapsed should when the view is shown with an option to Collapse All or Expand All.

It is time consuming to need to re-create Group ...

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1 Comments

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Category: User Experience (362)

STATUS DETAILS
Needs Votes
Ideas Administrator

Grouped columns are saved to views for forms/grids with large view selectors (i.e. forms that allow queries to be saved to views). My understanding of this idea is to extend that to any grid in the system. 

24

Enable to back up usage data to allow users to restore the user settings

Many a time user have to clear the usage data to resolve issue while accessing the D365 FO URL. when user reset the usage data (General > Reset) to clear the user cache, the personalization is not getting deleted. But it will delete some selections or options enabled or disabled by the user and...

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0 Comments

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Category: User Experience (362)

STATUS DETAILS
New