Add a new placeholder "Current assigned user" (Last action user) to the worfklow
The idea is to add a placeholder in the workflow to notify someone of the user to whom the work items has been assigned to. Indeed, we got multiple customers that would like for instance that the person who submits get a notification when the item has been escalated and to whom it is. For exampl...
Workflow dashboard
A dashboard showing for the workflow type, number of open workflows by user and the ageing of the workflow. To provide the ability to identify users who are not fulfilling the workflow in a timely manner.
Business Process Flow
It shall be good if D365 finance and operations has feature to automate Business Process Flow. This shall ensure the tasks associated to a particular function shall completed and required data is captured in the system. Below is one of the scenario. • Fixed Asset Registration o Once Procure...
Daily digest of workflow notifications and upcoming deadlines
have one e-mail a day with a daily digest of workflow notifications and upcoming deadlines instead of one e-mail per workflow item that is assigned to you.
Enable to send workflow reminder emails before/after due date
Please develop a new function to send workflow reminder emails to approvers again before/after the due date. Currently, we only have the escalation function to send the notification to another approver (s) after the due time.
Few workflow submission and approval instructions
Description of problem: Many of the forms in D365 are displaying submission instructions and approval instructions when clicking on workflow. Two forms as an example are Payment Journals and Invoice Proposals. Error message: Workflow submission and approval instructions do not display while s...
Refresh workitems page on approval of the PR/PO
Workitems do not get auto refreshed on approval , User has to click on refresh Icon on the workitems page to remove the workitems from the list . For example if i have 5 PR's in my approval list i click on the subject and check the PR and approve and close the page and the workitems page does no...
System language is showing while approving Workflow
In work item instruction for PR workflow, we used weblink as a placeholder so that on receiving an email notification to approve workflow; a link should help to connect the page where he needs to approve the PR. When the respective page opens for approval, the user can see system language as well...
Workflow for all planned orders
I wanted to create a workflow based on a planned order for items that have a specific code assigned (Or any other conditional) to trigger a workflow. Should be in master planning setup.
Workflow for supplier bank accounts
Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO. This is a repost of the id...