When developing Dynamics 365 Business Central the Sandbox is great for building and testing extensions however we need to be able to test extensions against current data
Allow more data fields to be entered in RapidStart, or subsequently modified via the "Export to Excel" function
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.
Would like the ability to use Permissions to prevent specific users from deleting Posted Documents. There is currently no way to be able to do this, users either have full access to a Posted Document or none at all.
The default personalisation is currently set to 1033 which is English (US) rather than English (UK) and in particular displays the date in MM/DD/YYY rather than the usual display option for the UK of DD/MM/YYY
To change the display requires going to:
Users Personalisation Card | General then click the show more, and in the Locale ID box change 1033 for 2057.
It would be really useful to have a global set up screen so this can be set as the default (or whatever is required as the default) rather than have to change each user.
If we are not able to create/copy new permission sets for use with D365 Financials we will need permission sets allowing for Job functionality restriction. Currently to allow a user to post Job No. + Task No. via a purchase journal the system is creating planning lines (Tbl 1003). Only permissions we can assign are FULL ACCESS which are to permissive.
Dynamics 365 Support Reference: [REG:117060693429838] "Unable to post Purchase Invoice to Job"
When I create a sales order that requires a prepayment, I would post the prepayment invoice and the sales order status changes to "Pending Prepayment". However, the the prepayment invoice is paid, the sales order status is still "Pending Prepayment". It would be great if the status can be changed to "Prepayment received" so a user knows to release the sales order.
Allow to assign any transaction (order, invoice, picklist, po) to a user, add it to his task with create automatic follow up, and alerts the user to perform before due date and when its do.
allow to create 3 alerts per transaction.
We have a client who has two use cases that would greatly benefit from doing this.
On the purchase side, they don't always have an e-mail from their vendor in their inbox to generate a PO.
It'd be great to open up a new e-mail, and then be able to select the vendor, and then create and send the PO from there. But, it would also be great to be able to import an existing PO into the e-mail box.
On the sales side, their quotes take a couple of days, so it doesn't make sense to create them in Outlook. It'd be great to create them in D365 and then allow the Outlook add-on to attach the existing Quote to the e-mail.