Open in Excel continues to access original legal entity after user default company is changed
Open in Excel appears to cache the original company context used during sign‑in. After changing the user’s default company and starting a new browser session, Excel actions targeting the original legal entity no longer work as expected, even when those actions are explicitly initiated from the...
Update the official document Disabling Copilot or AI agents for Customer Service will not affect D365 Finance.
Update the official document Disabling Copilot or AI agents for Customer Service will not affect D365 Finance. workloads in D365 Finance function independently from Customer Service Copilot features, and Power Platform components like Project Operations, Financial Reporting, or other add-ins w...
Enabling Main account mapping at the warehouse level
Microsoft should consider enabling Main account mapping at the warehouse level for scenarios where users need more granular accounting control. This would be particularly helpful in cases where transfer orders post the same GLs at both shipment and receipt, especially when the source warehouse...
MobileApp: configurable display options for expense categories
The expense management mobile app for F&O displays expense categories in a gallery with category ID and name. Where the category ID and name are similar, this can cause confusion for users as they appear to be duplicates. The recommended workaround is to remove the category name, which looks b...
Provide audit logs or historical tracking for user role amendments within an LCS project
Lifecycle Services (LCS) does not currently provide audit logs or historical tracking for user role amendments within an LCS project.
Specifically, LCS does not support vis...
Temporary Resource Upscaling
We are looking to proactively manage our environment's stability during upcoming high-concurrency periods. As we anticipate significant workload spikes due to parallel financial close calculations and large-scale reporting across multiple legal entities, we would like to initiate a ...
Improve refresh time and usability of the Licenses usage summary report (Security governance)
The new Licenses usage summary report in the feature Security Governance is a great initiative, but we are experiencing several challenges that should be addressed and fixed as soon as possible.
1. Report refresh delay
After creating or ...
Turn “Please Wait” Screens in Dynamics 365 F&O Into Mindfulness Micro‑Moments
In Dynamics 365 Finance & Operations, users frequently encounter “Please wait” or loading screens during processing. These moments often create frustration, interrupt flow, and make the system feel slower than it actually is.
Microsoft has already introduced wellbeing features such as br...
Project Grid - Add Actual Start and Actual End Date to the Project grid
Currently within a Project the fields Actual Start Date and Actual End Date are not available on the main Project Grid
this means when converting Project WIP to FA, we have to download the data via DM, as we cannot use the All project grid.
Please could this be considere...
Date format
We need to apply this date format, but it is not reflecting in Dynamics even if the British format is selected. The required date format is 12-Dec-2026. Microsoft confirmed that this format is not supported out of the box, and it will require development.