Adjust team member security roles for full read and workflow approval
Based on licence documentation a user which has only roles for team members, in other words a team member user has the following rights:
- Full read access across the entire application
- Work with work items in workflow processes like purchase invoice approval
Bulk reassign workflow items from one user to another
It would be good if there was the ability to reassign, in bulk, workflows from one user to another. Examples of when this would be required is if a user leaves the company or is ill. Having to go in to each item and manually reassign each workflow is extremely time-consuming, especially if you ha...
Workflow for all planned orders
I wanted to create a workflow based on a planned order for items that have a specific code assigned (Or any other conditional) to trigger a workflow. Should be in master planning setup.
Extend customer approval workflow functionality to all fields on customers form
Microsoft delivered customer approval workflow with October release. Please include all fields on customers form in this functionality and also let users to configure workflow approval requirements for new customers as well. (Considering retail, please also exclude customers created from POS app...
Return the Submitted by field to workflow history
In 2012 there was a field on workflow history that showed the user who had submitted the workflow and was very useful for admins to find particular workflows, this is missing in D365
Email notification for work item queues
We have vendor invoices routing to user's work queues in workflow, but the users do not receive an email when an invoice goes to their queue.
Mandatory comment in case of workflow reject
When someone reject a workflow it is required to comment the reject. This mandatory comment is manage by setup.
Workflow Work Items - Create a new global view of open work items for administration purposes
Currently, Microsoft only supports open work items by two distinct views "My items" and "Items assigned to Queue" - Create a new view of all open Work Item to allow global administration of open items. Defined processes exists for missing timesheets, unsubmitted expenses but no process for incom...
Request Change Workflow: Auto-populate & fix the name of the creator of the request, and grey-it out.
In the request Change Workflow action, if Person B receives a request from Person A and wish to Request Change, the system logic should auto-populate the request originator's name (Person A) in the User/Name field to satisfy our business requirement and prevent mistakes in chosing a different nam...
Add a new placeholder "Current assigned user" (Last action user) to the worfklow
The idea is to add a placeholder in the workflow to notify someone of the user to whom the work items has been assigned to. Indeed, we got multiple customers that would like for instance that the person who submits get a notification when the item has been escalated and to whom it is. For exampl...