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This is a great idea and would seem to help all business types out there that have multiple resources capable of producing the same thing

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Glad to know I am not the only one facing this issue. The Scheduling Parameter was confusing and it can easily be misunderstood. Would need a solution for this.

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What a great idea!!

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This is a great idea and would be very helpful!

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This is not that complex. MS needs to add the attribute ExpressionHierarchyProvider to the class PurchTableDocument. And they need to extend the switch-case in the class PurchReqExpressionProvider with PurchLine.ProcurementCategory.

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The Vendor Invoice workflow already has this option, we need it for our customers as well for purchase orders. Maintenance then will be limited when creating new subcategories.

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Audit trail of data changes on select tables with added userid attribute loged for selected/crucial tables is now days a must.

Negative effect on transaction troughput and increasing of transaction duration would be minimized if such solution is done in FO framework as burst of inserts in chuncks or at the end of db transaction.

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Just posting to show this is still very relevant and needs to be addressed.


P.S.

Can we also get these available to use in Business Process Flows as well as a step option? Find it odd we cant even use the field type in all places.

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Currently Dynamics Marketing does not provide insights on which device the communication was directed to customers. (Mobile, Tablet, Desktop, etc) We need these information to for campaign analytics.

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On our website, we offer downloadable contact via a form. When a person fills out this form, Dynamics 365 does the following:

  • A lead is created
  • A contact is created


When this person is already a customer, he's also already a contact in Dynamics 365. Which means we have a double.

We then merge the two contacts, which gives you the option to select which information from which of the two contacts you want to keep in the remaining (active) contact.


After the merge, the insights and history of the remaining, active contact is lost. When this person filled out the form, he gave us (and Dynamics) permission to track his behaviour. We of course want to keep tracking this person from that moment. But the insights are lost if you merge this contact with the contact that was already created in Dynamics.


Can this issue get solved? Can the history be merged into the remaining contact or could this merging process (where you select which data you want to keep from which contact) give the option from which contact you want to keep the history?

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