Personalization Disclaimer
The idea is a proposed feature for Microsoft that aims to proactively inform users about updates that may impact their personalized views or code changes that would break personalization. This would ensure transparency and allow users to prepare for any necessary adjustments.
"Group by" settings need to be saved and made part of Views, Collapsed should be default
"Group by" settings need to be saved and made part of Views so these details can be shared across users/roles.
The default Group by state should be Collapsed should when the view is shown with an option to Collapse All or Expand All.
It is time consuming to need to re-create Group ...
Query-based widgets in Workspaces
In Azure DevOps it is possible to add dynamic, query-based widgets to Dashboards.
It could be great to have similar options in Dynamics 365 F&O Workspaces. Today, we have the option of adding Lists, Links and Tiles, none of which has the flexibility and user-friendliness of what is offe...
Dark Mode
Dark mode would be appreciated! Staring at white screen all day is terrible.
Vendor on Hold Notification on the Vendor Payment Proposal
When generating payment proposal, a new warning message is showed that we users didn’t face before, it has been introduced with 10.0.11 version. “Vendor XXXX X is stopped for All, Payment and is consequently not included in the payment proposal.” Issues with this message are as follows: 1. T...
Enable to back up usage data to allow users to restore the user settings
Many a time user have to clear the usage data to resolve issue while accessing the D365 FO URL. when user reset the usage data (General > Reset) to clear the user cache, the personalization is not getting deleted. But it will delete some selections or options enabled or disabled by the user and...
Attachment aggregation through relations in data
A simple sales pitch will be:
"Go to a sales order and get the attachments for all items on the sales lines"
Like building: SalesTable --> SalesLine --> InventTable --> EcoResProduct
Or:
"Go to a project and check out all the documents attached to activities".
Application teams have added this in certain places, but we would like to add this capability across the product at some point.
Enable filtering data directly in the grid (Like in Ax2009 or 2012)
At the moment you can only filter data in tables by using an advanced filter.
Or you can filter the row by declaring in which way you want to filter.
Mostly these methods for filtering are not necessary; especially if you only want to know for example which calculation is active or...
Reintroduce date handling in report filtering known from previous versions
In previous AX versions we could type in ranges like D-1 for yesterday in reports to get yesterday. Very handy in e.g. batch execution of jobs. This seams to be disabled in Dyn365.
Date expressions (with a few exceptions) currently work in filter fields only in Finance and Operations, but enabling this for all date fields does have merit.
Add fields to screen using advanced filter
I can add tables in an advanced filter and can sort or filter by the fields in the other tables. If I could only show the fields on the grid it would solve many many problems.
Administrator
Grouped columns are saved to views for forms/grids with large view selectors (i.e. forms that allow queries to be saved to views). My understanding of this idea is to extend that to any grid in the system.