Improve 'is one of' filter option but allowing comma separated filtering instead of having to enter each value separately
Currently the 'is one of' filter option requires a user to add x amount of filter fields and type/copy a value in each of the filter fields separately for them to be able to filter on multiple values. This is way more complex than allowing filtering based on comma separated strings, which...
Combine saved views with advanced filter possibilities
Currently in preview but GA expected soon we miss the possibility to combine saved views with advanced filters. Details regarding saved views are available here: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/saved-views The big advantage of this feature is to de...
This has been resolved in 10.0.11 / Platform update 35.
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...
The "Click the edit button to make changes" message was removed in a previous platform update on all forms for all users.
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...
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"
Make it easy to move fields in a grid
Currently there are too many steps the user needs to go to to move a column (Select column, select personalize column, select personalize page, select move fields, select the field, click on the arrows). Ideally, as in other systems, the user should be able to click and drag the column header t...
The "New grid control" feature has drag-and-drop column reordering. This feature became generally available with 10.0.13 / Platform update 37.
Freeze columns in grid
It would be exceptional if when personalizing a page, the user could 'FREEZE' a number of columns (This is implemented in Excel and other ERP systems like IFS). This was part of another request that was marked as 'RESOLVED' but the administrator requested that any features not implemented should...
The "Freezing columns in grids" feature is available as part of 10.0.17 / Platform update 41.
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...
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
Administrator
The optimized "is one of" filtering experience streamlines adding a list of filter values. This was first released as optional in Platform update 22 and become mandatory with 10.0.9 / Platform update 33. With this operator, you can type in individual values or provide a list using commas (or even paste a list from Excel). The "matches" operator has always supported the AX 2012 query syntax of specifying a list of options as a comma-separated list as well.