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Yes, there are few such requirements from my client as :- Wellness care, Headset subsidies, Learning subsidies etc., which are based on annual limits. Employees should restrict submitting expenses above the limit (country wise) for the FY. Eg :- Wellness for part time employees in US is1000$, whereas 500$ for Canada, 400EUR for full -time employees in UK region for every FY. etc., it needs to be achieved by expense policy . However, both the part-time/full-time specifications and Fiscal calendar aren't available OOTB.
Hi,I'm new to Customer Insights, having previously used Marketo at another organization. We're currently in the process of building our automated email flows, which reference a shared footer content block.It's likely that over 50 triggered emails will reference this same footer. I reached out to support and was informed that "updating a content block does not update any emails that are using that content block. Each time a content block is inserted into an email, that email gets a copy of the content block that is no longer connected or associated with the original content block."Unfortunately, it appears there’s currently no workaround for creating shared email content that updates in real time across multiple emails. This presents a significant challenge when it comes to maintaining consistency at scale.Would it be possible to explore implementing this functionality? I believe this type of feature is essential for any robust marketing automation platform, especially when managing high volumes of dynamic content.
@Simon MartinssonHi Simon, I know this is an old case by now, but i hope you can help me out with a question. I see that a few months ago, microsoft added a feature called "Keep pegging between approved planned orders for Planning Optimization", which by reading the description sounds like it would make sure that the planned orders maintain their association (pegging) with their original demand sources even after they are approved. Which, in your case you describe, would mean that the resources would not be reallocated for order #2, but rather be used to fulfill order #1.Have you enabled this feature, and if so, have it solved the issue that you describe in your case?regardsAndreas
Still agreeing too!Still didn't yet find any feature in the release calendar for RTJ :-( Definitely voting for such idea .. Don't understand why it's simply not foreseen as it was there in OM and it's foreseen to create templates for emails, forms and journeys but not for segments!?Could have been soo much more meaningful / practical during transitioning .. but still if the Sales datamodel is ever modified, as we just did, it could be helpful to have it included in a standard template.There's little or no practical way to help them, rather then instructing them to manually search for the relevant field and to set the correct relationships etc. Real bummer. I can't even share one or clone (+re-own).We don't have org wide sec on segments. But as I can't even share nor clone/update owner, I can't help them making a template available .. Unless on their behalf and one by one .. to create one per team.. but still even to recreate it manually from scratch too!Templates or sharing should simply be OOB for segments too!
I strongly support the idea of enabling purchase order workflow approvals for all delivery types, including B2B direct delivery scenarios.In many real-world businesses, procurement approval processes are mandatory regardless of whether the goods are received internally or shipped directly to the customer. The current D365 behavior — disabling change management and workflow approval when using direct delivery — introduces a significant compliance and control gap.A more flexible and secure approach would be to allow change management and approval workflows on direct delivery POs, with optional configuration to control behavior (e.g., triggering re-approval based on specific field changes). This would bring much-needed consistency to how approvals are handled across all purchasing scenarios.I hope the product team will consider this enhancement. It would greatly improve governance and align D365 F&O with common procurement control frameworks used by many organizations.