Workflow
Workflow should be Shared workflow across the all entities, most of the companies use same workflow to all their entitis
Workflow dashboard
A dashboard showing for the workflow type, number of open workflows by user and the ageing of the workflow. To provide the ability to identify users who are not fulfilling the workflow in a timely manner.
Business Process Flow
It shall be good if D365 finance and operations has feature to automate Business Process Flow. This shall ensure the tasks associated to a particular function shall completed and required data is captured in the system. Below is one of the scenario. • Fixed Asset Registration o Once Procure...
Transactional currency amount header level
Hi, Is there any chance to get next version release purchase order workflow functionality includes transaction currency amount based on header level. System cannot apply summation formula for created lines in a header level. need a transaction currency amount in workflow placeholder with header...
Date format in workflow mails use wrong format
Currently the date format that is used in workflow emails is determined by the language of the user (user options) regardless of the Date, time, and number format chosen by the addressee. If the user language preference is en-us, the workflow emails automatically use the en-us date format. As it...
Multiple invoice approval
allow multiple invoice approval so that the invoice approval process can be streamlined
Adding users groups to Conditional decitions
Idea When creating a Conditional decision, being able to add a users group as the logical argument would allow further flexibility split approvals eg Where users group is/is not/contains value "user group" This would allow logical based decisions outside of the business data based logic
Workflow Version History
At the moment the activation and de-activation of a workflow is sensed by D365 as a change on the version itself losing the traceability of the versions so it would be much better to have a separate table which should represent the activation periods.
Address Timesheet approval notificaiton %Workflow.Link to web% hyperlink not wrapped
Description of problem: Workflow approval notification setup to use %Workflow.Link to web% placeholder, placeholder is not translate into "Link" as other workflow We looked into workflow initial code and identified issue due to WorkflowWorkItemTable.insert() routine removed special tag “[$” for...
Flow - To include identity of the user to whom the approval has been reassigned
To update the security policy to show Identity of the user to whom the approval has been reassigned when sending approval email trough other application that is sent to multiple people not knowing to whom it was reassigned to