Microsoft Dynamics 365
For a good user experience, it must be possible to track a task AND to set regard for a task created in Outlook to Dynamics 365 Online instance using dynamics 365 App for Outlook. Handling should be like tracking e-mails or appointments
Agree wtih Kevin on this. We have seen this happen a few times because user implements and comes back later and forgets.
it seems like this is still the case - some of the fields cannot be selected as hidden fields.
In The Netherlands we also use the numeric pad. We indeed use the ‘.’ key as a decimal separator. In all applications (RTC/Excel) this is accepted and when you use it, you receive a ‘,’ sign.
This is verry important when you work all day with numbers.
You don't want to use the normal keypad.
It takes a lot of time and is not easy to work with!
As an addition to the suggestions in this idea post, assign the activity to a specific user or team.
We had 2 customers where use of routes wasn't in scope. It would be great to have the Production orders to release form working for these customers. Since the form is primarily used from a BOM component availibility perspective
Yes very much needed!
Also enables RPA possibility if there are legacy open tasks with batch functionality, which needs to be repeated.
For example 50k invoices that needs to be processed.
Doing this manual is cumbersome.
I see the W1 report has been updated, so it cna now e used in stead of the NL report.
This idea can be closed.
(on that note: please add an option for the idea poster to close the idea ;)
A better new functionality about this information is the ability to have these on the documents (i.e. Shipment).
To copy the form control name or table name and field name you can follow these steps:
D365 Finance and Operations > Form > Right click a field control > Form information > Left click "Form name".
This will open the Form Information pane. If you expand the Administration tab you will be able to see and copy the following information:
Control name, Control type, DataSource (TableName), Data field, Form name, Menu item name, Menu item type, Query name, Query statement, Caller name, Caller type.
This information is similar to what is displayed in the AX 2012 Form Personalization window.
This information is helpful when writing designs/documentation.
We often need to copy the details for many fields.
The difficulty with the current Form Information pane is that the main form is disabled/greyed-out/unresponsive when the Form Information pane is open.
It would be very useful if the Form Information pane could remain open and update to show the details (Control name, Control type, DataSource, Data field) of the control that is selected as the user selects different fields on a form.
This will be a big time-saver by allowing us to copy the details for many fields much more efficiently.
This will mean the D365 Form Information pane would remain open and update like the AX 2012 Personalization does.