Microsoft Dynamics 365
General Ledger ability to provide you with a view of what was procured is poor. It is extremely cumbersome analysing accounts for cost control, tax schedule submission, etc.
Would there already be an idea when this will be put on the roadmap?
The workflow on vendor master data is foreseen - same logic on the vendor bank account details would be great!
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This is not yet a released feature and there seems to have been some confusion incorrectly stating it as a functionality that has already been worked on.
This will continue to be an idea we will explore further.
Lots of complaints from my users about loss of tracking functionality from previous Outlook Tracker versus new UI Dynamics 365 App for Outlook
You can do this with a process in the meantime. Multiple required, or one if you're looking to alter all at once.
New field in work order : Update task percent
New field in work order
Simple Two options Yes/No
Name: Update % Complete
For ALL At Once
Entity: Work order Service Task
Work Order Service Task | % Complete | Contains Data
Work Order | Update % Complete | equals | yes
Work order Service Task
Right Pane - > Operator : Set to
Look For: Work Order
Field : Update task percent
Click on % Complete and press OK
Same here. I've already spent days in finding and implementing different work arounds for this behaviour. Several of our customers were not happy with it. Could be so easy...
I would go further than this.
I'd like to see when you create a template, you specify the primary entity the template is focused on, and then the relationship to the Contact that should be the recipient.
Email processing is then based on the primary entity, allowing you to navigate up and down to include related information in the email.
You could then use it for transactional emails on the Event Registration record for event based emails, navigating down to get event details, or up to get the list of sessions the Event Registration covered.
But this then goes to cover Emails regarding any record which features a contact lookup (most of the emails we ever want to send are to a Contact regarding something), not just limited to Events.