View/Manage pending workflows per user
System administrators should have an option to visualize pending workflows per user, in order to reassign them should the user fail to setup delegates. In spite of D365 already having an option for the system administrator to manage delegations for all users, D365 lacks of an option to review and...
Workflow Status Tracker for Complete Workflow
Current workflow capabilities show the status for only workflow steps that have been completed. Request a complete status tracker that shows all workflow steps--to include pending/future steps and the related workflow step approver.
[D365] Export workflow to Visio format or PDF with all details
In the current workflow functionality, we only able to export the workflow to a .xml file or save it as an image. It will be difficult when the user wants to have all the details for the workflow like activation criteria, conditions groups, users, roles assigned to each action item in a friendly ...
Possibility to re-assign workflows (e.g. in case of illness)
There is a possibility needed to re-assign workflow tasks of special users. I didn´t find any possibility to get the workflows, that are already assigned to a special user. The idea behind it, is to have a possibility for adminitrators to re-assign worflow tasks if an employee is in illness or u...
Workflow Export to Visio
I would like to see the functionality of exporting workflows to MS visio or PDF in future so it can be used for reporting and approvals for the organization. It will allow the D365 users to see the flowcharts in detail and sign-off process. I believe it will be a great enhancement which will bene...
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...