Allow editing the alerts email body
It’s not possible to change the body for the alerts email. At the moment its content is hard coded in the code and extending the method that returns the body string is private so it cannot be extended either. Some customers might want to customize it and enabling email templates for the alerts t...
Drag & drop capability in Forms
I would be tremendously useful and a great advantage to Dynamics 365 Finance & Operations, if we could drag & drop documents into the document management forms or other forms, rather than select a file name and then click an Upload button. Every other modern application supports this, so please ...
User defined filters in pages with small view icon
For the moment it is not possible to define user defined filters in forms with a small My views icon instead of a large: 1. Currently there are two kinds of view icons that are large view icons and small view icons 2. Large view icons are full pages or list pages and small view icons are child co...
Data entity for print management
An improved Data entity for importing Print management settings for any combination of customer/supplier account and document type. e.g. customer invoice + email address or Free text invoice + specified printer The current data entity does not even work for updating existing entries.
Ability to run Document Routing Agent as a service for more than 90 days
The document routing agent requires for an Azure token to be generated every 90 days in order to remain operable according to the documentation (and subsequent follow up discussions with Microsoft Support to confirm this), to keep the service working requires several manual steps to be perform...
Dimension corrections tool must update all tables in the system and not just the G / L Entry
Dimension Corrections tool I think this is great in principle, because it means there is a chance that we can work without our customization in future. However, I am still lacking information at the moment to be able to assess whether the planned standard functionality can "keep up" with our own ...
Vendor/customer information in transaction
Add the customer and vendor code and name for the packing slip transaction. Actually this information is available only to invoices and payment. Business scenario: if customer / vendor name is available on packing slip header, value can be used to filter pending packing slip (for invoicing) or...
Shipped not Invoiced report to be made available to other countries
We have had a number of customers in the UK asking for a report to show goods delivered not invoiced. Could this please be included in standard UK systems in the future? The US report is entitled ‘Shipped not Invoiced’ and can be found in SL > Reports > Status – the Aot...
Add 'NotExists join' to advanced query
When using the advanced query form the user can add related tables via the JOINS section. However filters using the 'NotExists join' method is not possible. EG: create a filter on all sales orders which don't have any lines. It would be great to have a second tab 'NotExistsJoin' to be able to ...
Allow for a default timezone
As of today, timezones can only be set at the user level via user options. It would be ideal if we could default the time zone for each user using a parameter within the organization or system administration module. This would help decrease the number of manual adjustments when creating users. T...