Remove the Deep Link from Workflow action dialog when message contains %Link to web% in the workflow configuration
If the deep link is used in the workflow configuration message and the workflow action dialog is implemented (such as purchase order and vendor invoice workflows), the deep link URL is displayed in the workflow action dialog that distorts the dialog user interface. The suggestion is to remove th...
Single Workflow click for Multiple Documents
Currently suppose, there are multiple Journals or Purchase Orders are imported into D365. And Workflow approval is enabled for Journals and Purchase Orders example. Then it will have to submit Workflow for each Journal or Purchase Order. If there are 100 POs then it will required to be submitt...
Workflow journals does not display the color banner as per Dynamics AX 2012
Workflow journals does not display the yellow color banner on the Header as per AX 2012. This is an important and visible flag to mark the Journals as Workflow enabled for easy filter and visibility to Users. This feature should be enabled in D365 Finops as it's causing a bit of inconvenience t...
Request Approval in Batch
Please let users request purchase header approval in batch. When keying in multiple invoices/orders, it would be nice to request approval when completed entering all invoices instead of doing them individually. This would save a lot of time. It would also be helpful when importing bulk invoice...
Workflow option required for credit management where approval is required from separate users based on amount increased the credit limit by %
Workflow option required for credit management where approval is required from separate users based on amount increased the credit limit by %. Suppose, USD 10,000 is the credit limit defined for a customer and is fully exhausted. Then we have an open sales order for USD 1,000 and that needs to b...
Have the ability to turn off the Comment form when Submitting documents to workflow for each workflow type.
Our customer does not need to enter comments when submitting their workflow and would like to have the ability to turn on or off the Comment form when the workflow is being submitted.
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...