Unable to import workflow's ( workflow wise ) in format of excel for audit purpose in all modules , workflow wise
There is a requirement that we need to extract workflow setup configuration with all conditions and authority of approval details along with all minor conditions defined on all types of workflows in system. We need these details in excel format.
We have generated and tried to ...
Copilot for workflow inquery
It would be great if there's a copilot for workflow inquiry for a specific document, like what's the current status of a PR or PO
Invoice Submission Workflow Enhancement
Our client would like that standard OOB workflows add a fail-safe mechanism which prevents invoices from being submitted in the wrong period.
Currently, a user can submit an invoice in a closed period and it will go up the workflow for approval. The Controller/Manager will the...
Add Permission Set for Per Workflow Admins
I would like the manager of procurement to be able to recall workflows they did not originate or delegate other user's work items specific to the requisition and purchase order workflows.
I would like the manager of accounts payable to be able to recall workflows they did not ...
Centralised Workflow Duty
There should be a centralised workflow duty with all privileges related to workflow in a single duty instead of spread sporadically through other duties within the security model.
Locating a single privilege or duty relating to workflows within the system is a task that take...
Approval management mobile app
Approval management mobile app has been released in release 10.0.41 to Purchase order and Purchase Requisitions
We need to extend this to other workflows such as purchase agreements, creating users, supplier invoices etc...
Ensure that circular workflow delegation is not allowed
I recommend that Microsoft address the issue of circular workflow delegation. Currently, Person A can delegate their work items to Person B in Period 1, and Person B can delegate their work items to Person A in the same period. This creates a circular delegation, causing workflows to fail beca...
The finance & operations Update action does not allow updating of record in a different company to the executing users default company.
The finance & operations Update action does not allow updating of record in a different company to the executing users default company.
We created a flow to update a FnO record in a different company and also tested running a flow to get data in a different company. Both of t...
Workflow Email Notification option to only send a single email upon workflow rejection
When a transaction (AP invoice, Purchase Requisition and Purchase Order) is rejected within workflow, if the option to send a rejection notification email is setup, D365 will send two notification emails.
The first notification email will be the custom text from the rejection notificatio...
Add submitter and approver(s) columns to workflow history summary
The workflow history summary screen, the screen that list all the workflows including status is very useful. But sadly, is lacking two important things. A column for who submitted the workflow and a column for the approver. The great advantage of workflow is it let us easily enforce segregatio...