Block users from changing personalizations & workspaces (but keep whats been imported for them)
We want to be able to create a suite of peronsalizations and workspaces for a group of users but then prevent those users from making any further changes to those peronsalizations and workspaces. D365 currently does not appear to allow this functionality. When de-selecting 'Personlisation allo...
Document Attachments with Sharepoint Integration
If the Document Attachments are used with the supported SharePoint Integration of the system the files will be opens in the same browser / tab. That means the user closes the Application and are not able to navigate back. With navigating Back the System reloads the Form which called "Attached Do...
Disable/hide elements from the UI on system wide level.
A more simple user interface, will add value to any application.
(1) We already have the option to develop custom security roles, reducing what a specific user will see in the user interface.
(2) We also have the option of 'configuration keys' to disable parts of the application....
The personalization framework (as of Platform Update 5) already allows form modifications to be pushed to some or all users in the system. We would be interested in understanding any gaps you see or concerns you have in using this approach to accomplish your goal of presenting a simplified interface to users.
Allow D365 F&O to be embedded via iFrame in other D365 applications
Many organizations that utilize D365 implement multiple applications. A common pair is D365 Finance and Operations + D365 Customer Service (and Omnichannel Customer Service).
Omnichannel provides capabilities to open external websites in tabs to streamline the user experience...
Export and import multiple personalizations per user
It would be valuable if it was possible to export & import multiple personalizations per user, in a single action. System administration > Setup > Personalization The form is very supportive in terms of applying & exporting single personalizations per user. This would be very ben...
This functionality exists as part of the new Saved views feature, which began its public preview with 10.0.9 / Platform update 33.
Add a filter operator called IS BLANK
When I want to filter on a field that is blank (aka empty or null), there does not appear to be an option with the current list of filter operators (is exactly, is not, contains, does not contain, begins with, is one of, after, before, matches). How can I see records that "are blank" (ak...
You can search for blank values today using a filter value of ""; however, this does not currently work for NULL values.
Enhanced Visibility of Automatically Generated Entries during Invoice-Payment Reconciliation
Improvement in the visibility of the accounting entry when we have a different validation profile during payment, I suggest if this transaction could involve a notification or a distinct visual indicator on the main screen, enabling users to easily spot these ...
It should be possible to publish changes by the functionality "Pin to Dashboard" on Workspaces to other users or roles.
The personalization on tiles in workspaces by the function "Pin to dashboard" cannot be published to other users or roles like a usual personalization on workspaces or views.
The "Pin to dashboard" function is very useful for optimizing the daily work for business coleagues....
Dark mode
Dark mode is now available on nearly all Microsoft products : Office, Edge, Windows.
I will be relevant for Dynamics too.
Currently, user can change color theme, but dark mode is not yet available.
Group tiles in a workspace
Adding tiles (with counter) to a workspace is great to have quick access to all kind of overviews. The only disadvantage is that all tiles are just put in two columns under each other. It would be great to have an option where you could group tiles with a specific header. That way you can have mu...
Administrator
The ability to give users personalizations but not let them alter those personalizations is included in the (preview) Saved views feature. With views, users without personalization rights are able to access the views that have been given to them or published to them. Note that view support does not currently cover all forms; workspace support will be added in the future.
In reference to the comment below, the "Personalize this form" action is directly tied to a user's ability to personalize. If the user cannot personalize, they will not see that button. The Personalization page allows an administrator to control personalizations rights per user globally and per form.