Suggest a new Idea

  • 24

    Resourcing week always starts from Sunday and we should be able to edit this

    Suggested by Natalia Fernandez de la GarmaNew 1
    Category: Organization administration

    Going to Project management and accounting> Project resources > resource availability> Yes. You can see all weeks start on Sunday and end on Saturday and this cannot be edited. The start of the week value is currently being hard coded in AVWeekProcessor class and hard coded Sunday as the start date of the week. In order to address this issue, we should expose a parameter in ProjParameter to capture resource scheduling week start date and default it to Sunday. If user will change this date to some other date, it needs to pop up warning message that ResRollup will needs to be run to recalculate the denormalized  ResRollup table.

  • 13

    Configuration Enhancement of Default Descriptions

    Suggested by Bjarne MikkelsenNew 1
    Category: Organization administration

    Organization administration -> Setup -> Default descriptions

    Description: Vendor - payment, ledger

    Description: Vendor - payment, vendor


    As in Ax2012 it is not possible to configure new Optional variables unless they are publish in the Reference table in Parameters section. These can be published by extension, but specific in Payment, it would be great to have more reference tables by default. (And not something we need to extend for each customer) :)

    For the Description "Vendor - payment, vendor" only "Vendor Transactions" is available. 

    Needed: Vendors


    For the Description "Vendor - payment, ledger" no reference is available. 

    Needed: Vendors & Vendor Transactions


    For the Description "Customer - invoice, ledger" reference Customer invoice journal and Customer free text invoice is available. 

    Needed: Customer free text invoice lines



  • 11

    Re-instate securing the global address book by team as per 2012

    Suggested by David MoodiePlanned - Short-Term 3
    Category: Organization administration

    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.

  • 8

    Encrypted Document Management Feature

    Suggested by Ahmed UgurNew 1
    Category: Organization administration

    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..

  • 5

    HTML editor with placeholders for email templates

    Suggested by Darius BaciulisNew 0
    Category: Organization administration

    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). 

  • 4

    Break up the street field to be composed of Street1, Street2

    Suggested by Chris SongUnder Review 0
    Category: Organization administration

    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.

  • 3

    Camt.054 credit notification summing bank transactions for camt.053

    Suggested by Mihaela UrsuNew 0
    Category: Organization administration

    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).
  • 3

    Number sequence formatting depending on dates

    Suggested by Geoffrey DELMEENew 0
    Category: Organization administration

    Add a segment based on the date (YY, YYYY, YYMM).
    Also, having a number allocation per value on the date segment will be great.
  • 3

    Linkage cases & associated activities (tasks)

    Suggested by Ludwig ReinhardNew 1
    Category: Organization administration


    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.



  • 3

    Add Description as default filter in Excel Workbook Designer

    Suggested by Josh KnoxNew 0
    Category: Organization administration

    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.