New Vendor Creation - Copilot Summary
We have Copilot summaries on Vendors, Customers, and Items. When I created a new vendor in F&O, The Copilot summary immediately started generating a summary for a vendor that doesn't even have a name or a vendor ID number.
Not a big deal, but you could save compute if you code...
'Changing company accounts to:' message (issue 862574) needs to be removed if there is only one legal entity
Message 'Changing company accounts to:' appears in 'Work items assigned to me' after opening any task where Association field is empty.
This started happening a couple a versions ago, confusing users who only have and work in one legal entity.
Message needs to...
Certified Applicator
Add to the "Certifications" tab the option for adding our own certifications we receive from the company. Then these can be sent to review by the team to add when needed... some certificates we have are not related to the job we work in currently.
Add an expiry date for the carry-forward balance in the leave type
We need to include an option to set an expiration for the carry forward balance. Currently, in the Leave type settings, there is an option to designate a leave type as a carry forward leave type. We need to add an expi...
Generic inactivation capability on master data
A lot of master data, e.g., terms of delivery, terms of payment, modes of delivery etc. changes over time but in D365 you're not able to remove this data if you have used it somewhere. A typical example would be terms of delivery where you at one point of time use FOB but you make a policy cha...
Highlight the Fiscal Period End Dates on the standard Date Selector
For companies that use custom fiscal calendars (like 4-4-5), it is easy to choose the wrong date when trying to select the end of the period.
For instance, our November fiscal end was on November 24, 2024 and December fiscal start was on November 25, 2024.
Lo...
Project transactions - restrict single project per voucher (project hours, project item, project fees)
Accounting source explorer displays incorrect project ID for vouchers with multiple projects. In GL parameters, there is a setting to only allow one project per voucher (resolves the issue on the GL entries). Project expense journals do not allow multiple projects to a single voucher (good). P...
Mass Update the option "Show Task list on default dashboard" on User level
Mass Update the option "Show Task list on default dashboard" on User level. Currently it is not possible to add this field to the 'User information' Data entity.
Enable Permission Changes Log option for uk entities
Enable the function of 'Permission changes log' which is located in F&O under Human Resources, Workers, Inquiries and reports, Permission Change log.
For U.K. based entities. This is currently only available for Entities created with an Estonia localisation. We are required by Auditors ...
Request for License Information by Environment or Project in Dynamics 365 for Finance and Operations
In a situation where there are multiple instances within a tenant, I would like to obtain the license count for each "LCS project" or "production environment."
However, since licenses for Dynamics 365 for Finance and Operations are managed at the tenant level, it is not possible to fulfi...