Dual Write
Hi Dual Write Team, I am currently working on a project where I have to Integrate d365 F&O with Field Service as I am using Dual write to sync data. Some Entity is using doInsert, doUpdate, and doDelete for data operation. As dual write is not getting trigger on the following event I have to cha...
Enable workflow approval for new customer and vendor profile
Enable workflow approval process for new customer and vendor. Also extend the functionalities to more fields like address and bank account .
Vendor name as placeholder in the Purchase requisition (line) workflow
At this moment it is only possible to add the vendor number as placeholder in the purchase requisition (line) workflow. It is hard to know what vendor it concerns as most users do not know the vendor numbers by heart. It would be better to also have the possibility to add the vendor name as a pl...
When "Disallow approval by submitter" on Workflow parameters is set to Yes, please change so that unable to specify a submitter on s final approver.
When set System administration > Workflow > Workflow parameters > General > Approver > Disallow approval by submitter to Yes, the customer can specify a submitter on a final approver. If the customer execute workflow with a submitter as a final approver, workflow will fail with an error after exe...
Making Workflow assignment to Security Roles compatible with Active Directory Groups Security Management
When having Active Directory Groups Based security management it is not possible to use the Workflow standard functionality : assign user to workflow element based on security role. The error says that it is unable to load a session for the User. However when assigning the element directly to use...
Control of Workflow settings (authorization matrix) inside D365FO
In the workflow tool the setup of complex workflows can become very big. You need to set up many nodes with constraints like threshold amount, conditional decisions, approver. When a workflow need adaption to new requirements it is difficult to get that right. We are looking for possibilities to ...
Add a parameter to allow disabling the default/system workflow return notification
When our workflow items are configured with customized messages for reject and request change, the user is receiving 2 messages: the custom message and the system default message for a returned work item. The user receives both email messages, but the last (system) message is the one displayed ...
Make Workflow History Link Available At All Times
The Workflow History option should be available on the workflow menu at all times for any record. There are many scenarios where a workflow is canceled / reset to draft, and it would be useful to be able to see that history prior to resubmitting the item. Currently, there is no way to do this w...
Notification link
Would be good if the notification "Bell" icon list for task pending had a link directly to that task rather than having to go to the home screen and clicking the link there.
Email notifications grouped
Email notifications for things like approvals are sent for every workflow item even if the "grouped" user option is checked. The impact of this is if workflow approvals are completed at the line level for Expenses for example, a notification is sent for every line of the Expense Report.