Suggest a new Idea

  • 18

    Allow the ability to edit configuration packages

    Suggested by Dan LevyCompleted 1
    Category: Data Migrations

    in particular to add Dimensions ( in addition to 1 and 2 ) to General Journal Imports.

  • 18

    Need ability to Import Dimension Values

    Suggested by Jennifer ReinhardtCompleted 5
    Category: Data Migrations

    There currently is not a way to import in Dimension Values. In the Dimensions window you can set up your Dimensions, and you then click Dimension Values to enter all possible values for the Dimensions and users would like the ability to import these Dimension Values somehow.  In the Dimension Values window the Edit in Excel does now allow one to add values, there is also not an option for Dimension Values in the D365 Configuration Package, this is where I would expect it to be available to import, but nothing is available here.  Please add this functionality.

  • 9

    Configuration Packages

    Suggested by Albert SubiranaCompleted 1
    Category: Data Migrations

    Expand the functionality of the configuration packages.  At minimum allow the definition of a Data Template for importing records.

  • 8

    Tables requested to be added to pre-defined Configuration Package

    Suggested by Christian RoachCompleted 1
    Category: Data Migrations

    Request that the following tables be included in the base configuration package tables allowed to interact with:

    -Item Unit of Measure

    -No. Series and related No. Series Lines and Relationship tables

    -Tax Jurisdiction and Tax Areas

  • 6

    Allow more data fields to be entered in RapidStart, or subsequently modified via the "Export to Excel" function

    Suggested by David BoehmAccepted 0
    Category: Data Migrations

    This past weekend, I migrated a company from QuickBooks to Financials.  I ran into all sorts of unnecessary issues that at least doubled the time for doing this.

    As an example, your "RapidStart" doesn't import quantities for inventory items.  O.K., so I figured I would enter inventory items through RapidStart, and then use the "Export to Excel" function from with the "Financials | Item List" to export the items, enter the quantities, an then publish the updates back to Financials.

    Unfortunately, quantities aren't updatable when I try to "publish" the Excel spreadsheet back to Financials.  Consequently, I had to step through the item screen (one item at a time) in order to add the quantities on hand.

    Were your ears ringing?  If not, they should have been...  You allow inventory adjustments from the Item card, why not allow them through "RapidStart", "Export to Excel", or both?

    By not allowing us to do this en masse', you nearly made this task impossible to complete over a weekend.

  • 6

    Enable Configuration for CRM Integration

    Suggested by Jennifer ReinhardtUnder Review 1
    Category: Data Migrations

    Customers are using the CRM/Financials integration, but they would like the ability to configure these integrations...partner is requesting we add the enable configuration for the CRM Integration

  • 5

    Sandbox-Full Experience: Configuration Package is Filtered to D365 -- Cannot See "New" or "Imported" Packages

    Suggested by Warren YoungAccepted 0
    Category: Data Migrations

    In a Sandbox Environment with the "Full" User Experience enabled, it is possible to import and create new Configuration Packages.  However, it appears the page is filtered to only show the D365 Configuration Package.  As a result, it is not possible to see or use anything other than D365.

  • 4

    Custom attributes for Items - Bulk-import with Excel template OR syncronize through Excel Dynamics Add-in

    Suggested by Michael MakeyevPlanned – Long-Term 0
    Category: Data Migrations

    Please add capability to bulk-import items with custom attributes. Or export items to excel list and add custom attributes to it. Or open the current list of items through Excel Dynamics Add-in and add custom attributes to items.

  • 4

    Fix the bugs and design shortcomings in "RapidStart" and "Export to Excel"

    Suggested by David BoehmPlanned – Mid-Term 1
    Category: Data Migrations

    Let me start by stating that I think RapidStart is basically a wonderful tool.

    In order to use it most efficiently, I usually enter the first Journal Entry line manually, export the RapidStart package, and use that first journal entry as an example when creating the rest of the entries for any given spreadsheet within the RapidStart package.

    In regard to inventory items, I created an inventory item manually in Financials with  a "base unit of measure" of "PCS".  Of course, "PCS" is one of defaults that are included in Financials when you first generate any new tenant.

    Since I couldn't add item quantities through RapidStart, or "Export to Excel", I had to go item-by-item through the Item Card screen.  When I tried to use the "Adjust Inventory" action, I would receive an error message telling me that "PCS" was not a valid base unit of measure.  To get around this, I would click on the elipsis next to "base unit of measure" on the Item card, select a different unit of measure, save it, then hit the elipsis again, and re-select "PCS".

    "PCS" is pretty easy to spell, but I actually used Excel's "Fill Down" function to populate this column in each row of my RapidStart Inventory Items spreadsheet, so I know it wasn't mis-entered.  I'm guessing that your RapidStart validation doesn't trim this field when it uploads it to Financials.  Apparently your lookup routine with the Item card also doesn't trim this field during the lookup process.

    In any event, when you consider that quantities can't be entered via RapidStart, quantities can't be updated via "Export to Excel", and quantities can't be adjusted through the Item card without first re-selecting the "base unit of measure", you've managed to create an environment of almost total frustration!

    In the end, it was humanly possible to get inventory items (along with on-hand quantities) into Financials, but because of a series of design shortcomings and bugs within your solution, this took far, far, far longer than it ever should have.

  • 4

    RapidStart spreadsheet for ship-to addresses

    Suggested by David BoehmPlanned – Long-Term 0
    Category: Data Migrations

    Quite often, customers have multiple shipping addresses.  In fact, it is not uncommon for a single customer to have dozens of shipping addresses.  There is currently no way to automate the entry of shipping addresses to D365FF.  This can't be done through RapidStart, nor can it be done via Excel (from the "Ship-to Address" list).  We need to be able to do this.

    You've been good enough to include a "Customer" spreadsheet in the RapidStart workbook, but the real data volume is typically in the shipping addresses.