Possibility to re-assign workflows (e.g. in case of illness)
There is a possibility needed to re-assign workflow tasks of special users. I didn´t find any possibility to get the workflows, that are already assigned to a special user. The idea behind it, is to have a possibility for adminitrators to re-assign worflow tasks if an employee is in illness or u...
Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation
When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Em...
Daily digest of workflow notifications and upcoming deadlines
have one e-mail a day with a daily digest of workflow notifications and upcoming deadlines instead of one e-mail per workflow item that is assigned to you.
Work Items Create a Defined Process to Generate Reminders for Completion
Currently within D365 there are defined processes for generating global emails on: * Missing Time Sheets * Un-submitted Expenses However, you cannot generate global emails for incomplete work-items. It would be beneficial to generate email reminders to users that have outstanding work-items by w...
Approval management mobile app
Approval management mobile app has been released in release 10.0.41 to Purchase order and Purchase Requisitions
We need to extend this to other workflows such as purchase agreements, creating users, supplier invoices etc...
Screen showing workflow in error, both for header and subworkflows
In standard D365, the screen workflow error shows only the workflow errors on header level. Errors in subworkflows are not shown in this screen. Suggestion to extend the current screen to display not only workflow errors for header workflows but also for related subworkflows. The current worka...
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...
Workflow Line Item - Orphaned Records
If workflow is configured at line item it is possible for a user to remove/delete an item whilst submitted to workflow, creating an orphaned row with no detail.. This ultimately stops the document status from updating as all line item workflows will not complete. Create a batch process that remo...
Ability to send workflow items to purchase order orderer
When submitting a vendor invoice to the workflow, it would be good to have the option to create a work item for the purchase orderer or the person that generated the purchase order receipt. In a normal business scenario, if the purchase invoice line fails because of a price discrepancy, the buyer...
Ability to delete a document if the workflow status is 'Unrecoverable'
If the workflow for a document (eg: Journal) turns to 'Unrecoverable', user cannot edit / Delete the document. System also does not allow user to resubmit the document. There should be provision to remove/delete the document which are unrecoverable.
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