Mobile approval workspace portal for all pending Workflow items for user
Create a new built-in workspace where all workflows in the system assigned to me are available at once in MOBILE app page. User can do invoice, expense and purchase order approvals only and they are seperate pages in mobile. I want an one page to manage pending worklows on mobile app like work...
Workflow history - comments fact box
When reviewign an invoice or approving an invoice there is no quick way to view the history and comments of previous workflow history. Whilst multiple clicks can see each particular comment 1 by 1 it woudl be more user friendly if a 'Workflow Fact Box" was availabel on the Right Hand Side that...
- The workflow history form had a list view added to it that provides a simpler view of history and comments, so that form is now more usable. That was improved in PU20.
- The last comments on a workflow were not being committed correctly, so "approval requested" notifications were not showing the last comment. That was fixed in PU27.
Approval workflow for sales order invoices
It is possible to define a workflow for the approval of free text invoices. It would be desirable if a similar workflow for the approval of sales order invoices could be set up, e.g. to avoid credit notes to be issued without an approval of a person with the appropriate signing limit.
Collaboration tool for workflow approvals
We would like to have the possibility to collaborate/conversate via Teams when it comes to workflow approval.
Since there is now a Power App for approvals (Purchase order and Purchase requisition), it would be convenient to harvest this and make it available in Teams to foster collabora...
Workflow notifications on business events (Approve, Reject) in action center
Alert/system notifications to be triggered at action centre not only when the workflow is assigned, system notifications should also be trigerred for workflow events like approve, reject, delegate etc., currently we have only email notifications for workflow events and it will be very useful for ...
Validation Should be Performed Automatically on Submit
When an item is submitted to workflow, it should be automatically validated. If the validation fails, the submittal should be terminated. If the validation generates a warning, the user should be prompted whether to continue with the submittal.
We've had several instances wh...
Add Workflow History to data entities
There are many data entities related to workflow but there does not seem to be any that show the workflow history. There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.
Workflow for supplier bank accounts
Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO. This is a repost of the id...
We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:
- Vendor bank account change proposal workflow feature in the Feature management
- Accounts payable parameters > Vendor bank account approval section
Workflow approval task for project manager as well as business unit manager
For the Workflows for Purchase orders or purchase requisitions we would like to have the project manager to approve the document as well as the business unit manager. In the current situation this is not possible. Well: you can set it up in the steps of an approval task using the expenditure revi...
D365F&O - Workflow event notifications to show in the user Action Centre
Within D365 Finance & Operations > User options > Workflow, there is a tick box / slider to enable 'send notifications to Action Centre'. When enabled, this will give you workflow notifications when something is assigned to you to action. However, this feature does not work for workflow event ...
Administrator