Sharing of masterdata and enhancing sharing in general.
With the removal of the concept of virtual companies, the only - however poor - real out of the box option to share master-data across legal entities was lost. This feature was widely used by many customers. The new cross-company data sharing accepts group and reference data only, but i...
Infolog maximum length and no possibility to filter/ export
Since MS Dynamics 365 for Operations there is new Info Log design available. The info log itself has a Maximum length of 1000 entries and Shows Information and Errors without the possibility to filter by Default on Errors only. Also it's not possible to Export to e. g. MS Excel and do any filte...
Provide an entity for transferring usersettings between environments
Hi all, as there is currently only a very circuitous way to transfer usersettings between environments, it would be nice to have an entitiy to do this via the datamanagement menue in D365. By now we have to export every single setting via the personalization form (system adm...
We will look at mechanisms for sharing all personalizations or groups of personalizations between environments.
Friendly User ID pattern when creating users automatically
When a user has been assigned to a product license for Finance and Operations, a user will be automatically created the first time he/she logs in. This is as described in the documentation: "For customers who are on one of the new license types that were added in October 2019, users must be asso...
Incremental refresh for Entity Store
Entity store has been designed as a data warehouse. The refresh option of entities is provided as a full reset, which means that during refreshing the data is uploading all records again. This takes a lot of time, especially for the organizations having huge amount of data. This is why the increm...
Batch delegation of workflow items
When a user leaves or is on annual leave the systems adminstrator needs to delegate workflow items to an alternative user. Whilst all new items can be setup to automaticaly delegate existign workflow items need to be delegated 1 item at a time. It woudl be beneficial for the system adninistrator...
Cash control and expense management
Public Sector functionality for cash control should apply to expense report documents coming out of expense management. These documents post to the accounts payable subledger just like pending vendor invoices but cash control functionality is not kicking in and therefore allowing financial dimen...
Automatic login reminder and license disablement
When assigning licenses to a Dynamics 365 user, it would be beneficial if the system disabled and removed a license from a user if the user has not used the system for X days. X minus 5 days the system should send out a message to the user like this: “This is a login REMINDER for Dynamics 365. K...
Auto-update of the Document Routing Agent (DRA) version along with D365 update
When DRA version is not the same with D365 platform version, when a report is sent out for printing, it is stuck at 'Printing' stage with an error message saying "The agent version is different from the server platform version * With the current solution design, there is no possibility to upd...
Publish user modified workspaces to security roles through Personalization/Publish
When creating new workspaces and modifying standard workspaces as personalization it should be possible to activate the 'Publish' button from the Personalization framework to be able to publish this to specific security roles. Now it is only possible to 'Copy to users'. 'Publish' is active when...
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
Microsoft