Coursetable data entity
Customers are unable to assign instructors to courses through the D365 data entity. There is one CourseTable entity that has an InstructorId field, but this field does not work in the Excel workbook designer or through API requests. It also has a 0 for all records when it should have the Inst...
Extensible data security policies do not work with open excel
I am logging this idea on behalf of the customer.
The customer has data say projects or customer groups etc. which are sensitive, which means it is crucial to restrict the access to the Project or Customer groups to the major of the empl...
Document template form should allow multiple templates for the Open lines in Excel menu
Previously logged as an idea directly under the D365 Finance category - https://experience.dynamics.com/ideas/idea/?ideaid=33f8c142-9af2-ec11-b5cf-0003ff45834c - MS support suggested it's appropriate here. Within F&O, the Document template form allows custom templates to be up...
Excel Add-in - Ability to filter with a list of values
When using the Excel add-in to retrieve data from Dynamics FO and potentially manipulate in Excel and publish back to Dynamics FO it's not possible to apply a filter using a list of values.
The available options are: equal, not equal, contains, does not contain, starts with, ends with, ...
Enable to include additional fields to Dynamics 365 Commerce Email Templates
The "createdDateTime" field from the "SalesTable" cannot be incorporated into the receipt email templates. This specific field is not listed among the available fields provided in the article referenced below.
https://learn.microsoft.com/en-us/dynamics365/commerce/email-templates-transa...
Dual write integration (FO-CRM)-Notes get modified from F & O, in CE, it shows as Microsoft Dynamics ERP made the changes.
The issue is related to dual write integration issue between a finance and operations (FO) system and a customer relationship management (CRM) system. The problem occurs when the address on an account is changed (modified), resulting in all related notes o...
Updating records using Excel add-in with D365FO for the entity Project work breakdown structure - draft estimates
Unfortunately, the design of the system does not have a unique identifier for lines in the WBS estimate record. This prevents us from being able to publish changes from the excel template, as we cannot identify the user i...
Paypal Holding, direct partnership after Anex of contract Paypal
Finance Group Microsoft team ans whole organisation is open for one mail part.
I am got anex of contract form Paypal Holding company
I wanna to explore finance solutions Paypal company with Microsoft and Contoso Group of dynamic 365.
Also I was got proof of patent...
Request to add a feature of importing/updating Planned order from Excel add-in
It is unable to import/update Planned order from Excel add-in because the proparty "IsReadOnly" of the target entity "ReqPlannedOrderEntity" is Yes. However, our customer wants to register planned orders in bulk, so please consider to becoming able to import/update Planned order from Excel add...
Drill down to originating document from Excel
I have a customer ask for the ability to drill from Excel to the originating document. Was very surprised that it was not a standard feature in Dynamics since they have it currently with a competitive product.