It's a good thing you finally got alerts back into the system with the spring release but you missed one very important feature on the alerts - the ability to add a query/filter on which records to apply an alert to. Now you can only set an alert for all records or the marked record, in 2012 it was possible to add a filter so you could restrict the alert to only apply for records relevant for the user, e.g. alert me for all purchase orders in a specific order pool missing which has passed confirmed date and not yet received.
When you receive a camt.054 file for customer payments, you will get as many payment
journal lines created in the system as many transactions presented in
the file. In some cases, it is requested to reduce a number of bank transactions in the
voucher in a way of summarizing by the Account Servicer Reference (AcctSvcrRef)
value for further reconciliation purposes (camt.053 Bank statement).
In 2012 you could secure the global address book by legal entity or address book. This seems to have been removed, and not documented anywhere.
The idea is to have a global encrypted document management feature under organization administration module. This feature can be used on-demand at any given form or module. The feature will allow users to be able to encrypt the data that is been uploaded such as bids, project compliance documents, donor specific documents under project contracts, special products specs under product management, special recipes under BOM versions, customer confidential data, employee confidential data etc..
D365 lost option to have proper HTML editor with available placeholders as it used to be in AX2012.
Would be great to get better version of such editor in D365 as currently there is no option to know what details can be exposed via placeholders when email template is configured (uploaded).
The Dynamics 365 street field is composed of a single 250 character street field (LogisticsPostalAddress.Street). It would be beneficial to have a Street1 and Street2 field. Most U.S. addresses are broken up by a street1 and street2 differentiation.
Case categories can be setup in a way that a task is automatically created. Making use of this functionality automatically creates an activity when the case is created.
Gap: When the case is closed the activity (Task) is not automatically closed and vice versa.
Would be great if this association of cases and activities could be fixed so that both are held synchrnonous.
In the excel workbook designer of D365 for Operations, description is frequently the most useful field when searching for data entitites.
Add description to the filter field by default instead of having to reselect it every time the filter tab is opened and closed.
Currently document management in AX does't support office 365 group for managing project related documents and communication. Office 365 group is a great way to store project documents and collect all project related communication. Enabling support for office 365 groups similar to Dynamics CRM will allow user to have an unified project management experience.