Dynamics 365 Projects wizard templates
Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. one time vendor or conventional vendor, or vendor groups). Not featuring tem...
Enhancing Synchronization Processes with Project for the Web: Reducing Error Return Delays
After a thorough analysis of the current situation, it has been determined that the delay in error return within the project task matrix is attributed to the synchronization process with Project. This delay is also observed in the behavior of the resource ...
Project stage field in Revenue projects form to display same value as Project stage field in Projects form
On Revenue projects -form (Project card > Revenue project link) the field Project stage displays for example "User defined status 1". This field should instead display the user defined text as is with the Project stage field on the Projects form.
Enhanced Error Handling and Documentation for Project Parameters Limitation in Project Operations
Summary
Improve the system's error handling mechanisms and documentation to provide clarity and guidance when users encounter limitations with multiple project parameters in Dynamics 365 Project Operations.
Issue Background
Users previously had the ability to...
Display actual text value instead of party IDs
On all project operation objects, quotes, contracts, projects the systems displays a party ID instead of a useful text value. The system requires you to click into each attribute to see what it is. Not an ideal UX. Can it be displayed to the TEXT values not a random ID?
Customizability in time entry
If we can display columns in which only projects and tasks are entered in advance in the display by time entry, it will be quite convenient and work efficiency will increase.
The user must create a new line with a new button each time the effort entry is entered. We think that it is nece...
Error encountered when trying to adjust a Project transaction
With reference to LCS Issue 769787:
When trying to adjust a Project transaction (Item) where the on-hand quantity is zero and an open Sales order exist with automatic reservation, the system cannot adjust the transaction because of error message:
Tr...
Fix issue 541761 - Unable to add correct "Start date" and "End date" to the All projects list page
Fix the above referenced issue that has already been reported and identified as a product defect.
Bonus suggestion: Stop making people re-report bugs here to get them fixed.
IP Whitelisting and Audit logging in LCS for Just-in-time Access
People is allowed to input any IP in making the just-in-time access and may have the risk for opening a wrong connection, is it possible to add IP whitelisting and audit logging in making the request?
Connection between Glassbox and Microsoft Dyamics 365
We would like to integrate Glassbox in our CRM so that we can track the behavior of our users, to understand how they are using the dynamics platform, user metrics and by understanding that we will be able to spread the best practices to our internal users.
For now we don’t have any kind...