Detailed information visible in workspace
When the preview feature 'Preview New grid control' is enabled, it is not possible to see the detailed information in workspaces. For example, the detailed information (order & lines info) in the Sales order processing and Inquiry when you hove over the ordernumber in the 'With delivery changes' ...
Company Specific Customer/Vendor Search Name
We would like to see the addition of a company specific customer/vendor search name included similar to the configuration that is available for Products/Items. When Customers or Vendors are released to multiple companies, the search name that is released is the globally configured search name fr...
Resizeable FactBox pane
The FactBox pane can be found on some forms, by opening the "Related information" slider on the right of the screen. It would be great if it was possible to adjust the width of the FactBox pane (i.e. when it is open, to be able to make it wider or narrower), like was possible in AX 2012.
DRA should be specified when user execute printing D365FO
When multiple DRAs configured to a printer, D365FO users cannot specify a DRA where print command routed. It causes a phenomenon that the print commands are routed to DRA which is running on a client machine owned by a different user. Current behavior: １．User A, User B login to their DRA ２．User...
Automation of Vendor Consigment
Today, we can have inventory tracked as vendor owned but must run a separate process to change the ownership when consumed and then another process to pay the vendor. For a high volume distributor with 90% of parts vendor consigned, this is extremely clunky. We need the ability to when the vend...
Provide button on Report viewer screen to open email with report as pdf attachmetn
Currently, if user wants to send the report like, quotation, purchase order. User needs to generate the report on screen then Export it as pdf and save to there local drive. Then user compose the email and attach that file. If on report viewer form, a button can be provided which will compose an ...
Vendor on Hold Notification on the Vendor Payment Proposal
When generating payment proposal, a new warning message is showed that we users didn’t face before, it has been introduced with 10.0.11 version. “Vendor XXXX X is stopped for All, Payment and is consequently not included in the payment proposal.” Issues with this message are as follows: 1. T...
Auto update for Document Routing Agent Client
Currently updating document routing agent client requires users to uninstall/re-install the client application, which is not convenient way for users in terms of user experience. I would appreciate if you could consider implementing auto-update functionality to DRA client applications. Also, anno...
Security configuration: Improve usability of giving grants to users
Under system administration > Users > Users you can add grants to a certain user via 'Assign organizations'. This means you can assign different roles to a user, and per role define in which company/organization hierarchy the user gets these access rights. The list of companies does not show the...
Saved views on pre-filtered forms
When using a saved view as the default view on a form that is filtered by D365 standard (e.g. Open Sales Orders) obtain an error that the "Query view has been overridden because of a conflict". The view is also not displayed. This is "as-designed" per https://docs.microsoft.com/en-us/dynamics36...