72

Publish personalization as an admin to a group of users or all users

The personalization options in the application are very strong, limiting the need for customizations while enabling users to simplify their user interface.

A simpler user interface improves the usability and acceptance of the system. It would be great that an administrator (/ consultant...

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4 Comments

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Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator

This was addressed in Platform Update 5.

42

Add filter/query functionality in the alerts

It's a good thing you finally got alerts back into the system with the spring release but you missed one very important feature on the alerts - the ability to add a query/filter on which records to apply an alert to. Now you can only set an alert for all records or the marked record, in 2012 i...

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4 Comments

Read more... 4 Comments

Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator
This capability already exists with the Alerts feature. When you choose to create an alert for 'All records', it is actually basing that on the set of filter conditions currently defined on the form. See the Conditions section of Create alerts for more details. 
31

Possible to Export to Excel more than 10.000 records

We can not export to Excel more than 10.000 records. In previous version, we can transport to data from Ax to Excel how many my Excel 's version can took. It will be very usefull if we can export records to Excel unlimitedly. If exporting to Excel is imposible, even the exporting data to txt (...

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0 Comments

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Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator

The ability to export up to 1 million records was first provided in Platform update 22, with an enhancement in Platform update 23.  See the What's new documentation for Platform update 23 for more information. 

8

Remove the "Click the edit button to make changes" Infolog if a user has read-only access to a form

When a user has been given a security role with read-only access, there is a message at the top of the form that says "Click the Edit button to make changes" even though the user does not have access to do this.

This is often confusing and frustrating for users as they don't k...

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0 Comments

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Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator

The "Click the edit button to make changes" message was removed in a previous platform update on all forms for all users.  

3

Accounting Source Explorer excel download more than 10,000 rows

The accounting source explorer in general ledger is definitely a valuable tool for public sector finance departments. The export to excel feature with the tool is limited to 10,000 rows in excel when exporting which places limits on the tool given most organizations that use dynamics are large...

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1 Comments

Read more... 1 Comments

Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator

The ability to export up to 1 million records was first provided in Platform update 22, with an enhancement in Platform update 23.  See the What's new documentation for Platform update 23 for more information. Note this is a duplicate idea for "Possible to Export to Excel more than 10,000 records"

 

0

Regression Suite Automation Tool - training / support is not available

I can find very little useful guidance on RSAT online beyond the basics of setting up and running a basic test. Once I started to use this tool, it became apparent that there are frequent issues with getting a test to run. There really needs to be more - or some - support. Example: a test wher...

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0 Comments

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Category: User Experience (125)

STATUS DETAILS
Completed
Ideas Administrator

We continue improving documentation of RSAT and related tools

Free Bootcamps , usually monthly
https://community.dynamics.com/365/b/partnerevents/archive/2019/03/28/draft-dynamics-365-fasttrack-architect-bootcamp

End-2-end flow
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/using-task-guides-and-bpm-to-create-user-acceptance-tests

User manual
https://www.microsoft.com/en-us/download/details.aspx?id=57357

Tutorials
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/hol-set-up-regression-suite-automation-tool
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/hol-use-regression-suite-automation-tool


Tech Talks
Background & Setup
https://infopedia.eventbuilder.com/event?eventid=j5m3w4&source=Dynamics_365_for_Operations_-_FastTrack_Tech_Talks
Testing Lifecycle Demo
https://infopedia.eventbuilder.com/event?eventid=r5j6c1&source=Dynamics_365_for_Operations_-_FastTrack_Tech_Talks