Customer Transaction Undo Settlement bulk selection option
Please can you add a button where all transactions can be selected to undo settlement - it is so tedious to have to click in every little block to undo settlements.
Resizable Lines Grid on Picking List and Packing Slip Posting Forms
In Dynamics 365 Finance & Operations, the Lines section on forms such as Generate Picking List and Packing Slip Posting is too small when processing large sales orders. Even on a large monitor, only approximately six lines are visible at once while a significant amount of screen space is occup...
Tracking on account balances by Project
When a project is open, it would be beneficial to display all on-account balances, retainer balances, and unapplied receipts for that project within the general project banner. Currently, users must navigate to multiple screens to confirm these balances for each project.
Pop Up Notifications on Sales Orders
A pop-up notification feature is needed (not alerts, and not hidden notes).
If I create a Sales Order for Customer X, I want the option of adding pop-up notes that the Employee must dismiss/acknowledge before continuing. I want these to pop up every time the Sales Order opene...
Disable keyboard "Move to the next/previous tab" while typing in an input field
In ANY other situation on a personal computer, I can select and mark words or jump with the cursor while typing.
The page navigation shortcuts prevent this essential functionality and MUST BE DISABLED WHILE TYPING
Move to the next/previous tab — Alt+Shift+Right arrow / A...
Change the default filter behavior when clicking a grid column header
Currently, my observation is that the D365FO filter experience defaults to either “contains” or “begins with” when users click a grid column header.
If users have previously used the D365FO filter experience, it defaults to the last selected filter option.
As a result, users may un...
Settlement Posting Date - Default to Today's date instead of Latest Date
It is very odd that an accounting program allows settlements to be backdated - this causes changes to the ATB's in month's past as well as making it very time consuming to have to change the date if you even remember to do it in the first instance. Could the default be changed to today's date...
Add See Full *document* as a dedicated button on the immersive home screen action pane
Please add See Full *document* as a dedicated button on the immersive home screen action pane. Only having "Approve/Deny" as the default options leads to rubber stamping, and launching the full document (purchase order, purchase requesition) should not be a hidden/nested decision
Gantt Resource View: Default sequencing by start time and planned order visibility toggle
In production scheduling (and planned order grid), planners rely on the Gantt resource view to validate execution sequence before and during firming.
Currently, orders are not consistently displayed in true start-time sequence, and planned orders cannot ...
Support integration-safe Entitlement status transitions (allow server-side updates beyond Draft for Dual-write scenarios)
Idea by Aditya Patil's team
Problem:
In Dynamics 365 Customer Service, an Entitlement becomes locked once Active, and updates to key fields (including status transitions) are restricted. In an F&O ↔ Dataverse Dual-w...