Comments
100% agree with Jessica. This new bank reconciliation is horrible, not user friendly and takes 5 times as long to complete the bank rec. I've been doing bank recs for decades and multiple different accounting software and have never used such an bad version. Whoever designed this did NOT think this through. When we signed the agreement to use Dynamics 365 we signed up for the version we were using. It is unethical to completely change the bank rec component without asking if we wanted it changed. Already out experience with Dynamics 365 has been poor, this makes it even worse. Would not recommend Dynamics 365 to others looking to change their software. How long we commit to this is now questionable.
To explain this request further including Screenshots: https://community.dynamics.com/forums/thread/details/?threadid=336660c6-4b93-ee11-be37-00224827eb85As a user, I only want to see relevant activity types when creating activities. Since September 2023, the menu for creating activities in the Activity List is overflowing with Microsoft system activities (looks like Copilot items) that are irrelevant and irritating to our users for manual entry. Thanks for voting if you feel the same!