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.
Currently every calendar for different locations or different calendars within the same site (different departments) have to be setup separately. It would be ideal to have a Master Base calendar which has standard working days - including holidays. The working times on this calendar do not have to reflect the working times elsewhere. In reality they often do not.
An example could be:
Corporate base calendar - standard days off
-Location base calendar - has Corporate base calendar as its own base and have its own working hours
-Department Calendar - has Location base calendar as its own base and have its own working hours.
This would allow for generalized changes on the "Corporate base calendar" to filter down to other locations. Of course, each location could modify for their own needs. Additionally, at a plant, multiple "departments might have different working hours (one department works two shifts and another works 1 shift), but be on the same daily schedule. This would also simplify setting up calendars for longer term planning.
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..
- The electronic signature works fine for update/create/delete if a change is made directly on the form. For example, if you turn on electronic signature functionality for updates in "batch disposition code" and perform an update manually on batches form, it will work.
However if you set up a quality order which changes batch disposition code, it will fail. Instead, it could have brought the form up for each record which requires e-signature and ask for the sign.
- It also fails if update is done through a dialog box. For example, you can setup electronic signature for updates and creations in quarantine orders. If you want to split this quarantine order, it will fail again. Because it tries to update the current record, and create a new one as well to complete splitting.
- As last, when you set up an electronic signature requirement, it also creates a database log setup which makes complete sense. However, if you delete your electronic signature requirement, database log will stay there forever. A warning given to that user might help a lot, because it might cost a lot of time when you need to investigate an issue and it turns out to be this functionality's left over setup.
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.
Number sequences: User is unable to add segments after opening the number sequence detail form in view modeNumber sequences: User is unable to add segments after opening the number sequence detail form in view mode
Microsoft internal reference : 180243
1.) Go to the Number sequences form (In Talent: System administration > Number sequences > Number sequences. 2.) Navigate to the detail a number sequence by using the Number sequence code jumpRef. 3.) Click the Edit button. 4.) Click the Add button the number sequence segment grid. 5.) Set the new segment to be a constant. Expected: User can set the segment type. Actual: User is unable to set the segment type. Second case: a. Go to Organization Administration | number sequences | number sequences b. Filter for sequence acco_176 c. Go into the sequence and click edit d. Attempt to modify the existing line, there is no dropdown in segment e. Try to create a new line, either the segment box will not have a drop-down menu or will default to be alphanumeric Expected results: The segment box should have a drop-down menu Actual results: The segment box has a variety of issues and does not allow modifications or additions