Suggest a new Idea

  • 12

    Setup number of copies to print more flexible (e.g.in document sending profile)

    Suggested by Andreas GüntherNew 0
    Category: Sales

    Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF.
    If it would be possible to either setup a alternative number of copies or even set a checkmark in the document sending profile to ignore the number of copies for PDF documents, that would save manual work.


  • 12

    Post to G/L in detail

    Suggested by Naser AUnder Review 0
    Category: Financial Management

    Currently when you post a transaction from a sub-ledger (e.g. Sales Invoice or Purchase Invoice), this system summarizes all the line items that hit the same G/L account and post to the G/L as a single line per account. This makes it very difficult to reconcile as the amounts you see in the G/L would not match any individual line from the original transaction. Further, if you select the G/L entry and navigate to the posted transaction, it shows you all line items for that transaction rather than just the line items that make up the specific G/L entry that you're looking at.

    We would suggest that all line items get post to the G/L in detail to make it easy to reconcile between the G/L entry and sub-ledger transaction.
  • 12

    Delete Delegated admin for Financials

    Suggested by Adnan Al-YassinPlanned 1
    Category: Other

    Hello,


    I think I have submitted this idea before but it looks like is disappeared from the site. The oldest idea here I can see is 2 months ago while mine was few months (may be 6 or more months). Anyway I am resubmitting it here:


    We are a Microsoft partner. We do have customers with Dynamics 365 for Financials among other licenses.


    We do have delegated access (Unlicensed) to our customer's tenants.


    When accessing Dynamics 365 online (CRM for example) our names as delegated admins are not stuck in the system and end users do not even see it unless they enable auditing.


    With Dynamics 365 for Financials we see that our names as unlicensed delegated admins are stuck there among licensed user.


    It would be nice if there is away to delete those users and even hide them as the purpose of the delegated admins is to help customer to troubleshoot or understand the problem.


    Keeping those delegated admins in the list cause some confusion to the customer.


    I hope it is clear.


    Thank you.

  • 12

    Menu Guide

    Suggested by KENNETH KELLYUnder Review 1
    Category: Other

    During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?”  After searching high and low we discovered there isn’t anything set up currently.  Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place.  But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating. 

  • 11

    Ability to undo or voide a Bank Reconciliation

    Suggested by Jennifer ReinhardtUnder Review 1
    Category: Financial Management

    If someone uses the auto match and doesn't catch an incorrectly matched transaction and posts the Bank Reconciliation there is no way to undo this. There needs to be a way to void or undo a Bank Reconciliation in a Saas environment.

  • 11

    'Limit Totals To' filters - Chart of Accounts

    Suggested by Ben DebeerPlanned 1
    Category: Financial Management

    Would be great to have the ability (as in standard NAV) to set 'Date Filters' on the Chart Of Accounts using something like the 'Limit Totals To' functionality.


    Regards,


    Ben

  • 11

    Print Reports for all Dimensions not just 1 and 2

    Suggested by Jennifer ReinhardtUnder Review 2
    Category: Financial Management

    There have been numerous requests to be able to print reports based on more than just Dimensions 1 and 2, please consider adding additional Dimensions to the printing of reports

  • 10

    Workflows need to be able to prevent user action

    Suggested by Malcolm StewartPlanned 0
    Category: Other

    Where a document or action meets criteria to initiate a workflow request for approval for that document (eg a purchase order) or action, by a higher authority, then it should not be possible for the user to take any further process steps until that approval has been granted.  For example, it should not be possible for a user to print off (and potentially send to a supplier) a purchase order where the purchase order is still awaiting approval.


    This thread gives detail https://community.dynamics.com/business/f/758/t/249863 .


    I've recorded this idea in category 'other' as it probably relates workflows in areas other than just purchasing (for example sales quotes with a value over £5,000 might need approval by the sales manager).

  • 10

    Enhance Document and File Attaching Capabilities

    Suggested by Malcolm StewartPlanned 4
    Category: Other

    D365FO users need the ability to attach documents and files (pdfs, excel files, whatever) to pages / records (eg vendors, items, sales orders, purchase orders, etc) within the system.


    This forum thread refers https://community.dynamics.com/business/f/758/t/245391 .


    To some extent this is just to make good on initial marketing promises made about the system which current functionality does not live up to.  (This resource https://madeira.microsoft.com/fr-fr/documentation/across-how-connect-disconnect-income-document-records/ says in the top paragraph that "you can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries..". )


    Thanks,


    Malcolm

  • 9

    Easily apply / type new filters on report request page

    Suggested by Frédéric VercaemstNew 0
    Category: Other

    One cool thing about the upcoming PAGE filtering feature is that we will be able again to 'type' (search) a field name we would like to filter on, instead of selecting by mouse.

    Can we imagine similar behavior for the REPORT request page filtering as well? Being able to just type to search for any field name, and type to apply a filter value (the same way we were used to in the Classic Client), will speed up the process (instead having to scroll and using the mouse).

    PS: I'm currently also struggling with finding out how to add a filter on an extra field as an end user, not part of the request page ...