Creating acceptance environemnt from production, between tenants
We have right now a need to migrate 3 banks between tenants. With 17 in line for development. And we need a way to conveniently and quickly move them, so we have time to test all the connections to our other systems.
We need the ability to create an acceptance environment fro...
Default filter as newest -> Oldest in different views
Today in D365 Finance there is a default filter to sort by oldest to newest document in different journal views. For example General ledger journal view or Invoice journal view, it's more relevant to see latest journals at the top instead of the first created in the system every time opening t...
Native integration with a new PAC in México for Microsoft Dynamics
Good afternoon, we are a certified provider (PAC) in México, and actually we already have customers who use Dynamics integrated with our stamping service for their AR process, so we would like to reach out to you in order to build this native integration. Currently we understand you have 1 PAC...
A checkbox the Exclude future settlements
There is a problem with a Vendor open transactions report and an Open transactions report.
A checkbox the Exclude future settlements was added.
According your description:
When you generate the Vendor open transactions report, the following d...
Ability to set recurring workflow delegation
D365 F&O allows a user to delegate workflow for a specified period. Some users wish to have this delegation recurring, so it occurs an a set schedule.
As an example, we have one manager that needs to delegate workflow for each weekend during the year. Current setup requires ...
Electroning report menu item
Dear team,
I found that electronic reporting is an interesting function so that Functional consultant can create report without development.
Some reports have been designed by Microsoft (For example Fixed asset roll forward report), users can adjust format map...
Display user license on User List screen
I don't know why the security reports are so horrible, but they need to be rewritten. The license estimator with its green dots does not export to excel and you cannot filter it at all. The license count report also has bad formatting and cannot be filtered by anything useful. It also only ...
Add to workspace from another workspace
I'd love to be able click on an area or group of links in a workspace and have the option to add the same to another workspace.
Add filter to the "Add to workspace" drop-down search
Our company has many custom workspaces. When adding new tiles, links, etc. we would love to be able to filter the "Add to workspace" drop-down so we don't have to scroll so much.
Facebook Finance workspace
Facebook Trade competition with Finance department and organisations professional business.
Migration on workspace by Meta and Facebook business professional made new Trade competition group for new members and stakeholders.
Patent network is build into finance professional busines...