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  • 3

    Due Date should be calculated for Sales Credit Memos

    Suggested by Dirk ReepsUnder Review 1
    Category: Financial Management

    Due Date not calculated for Sales Credit Memos where Payment Terms does not have a Payment Disc. Calculation (Discount Date Calculation field is blank) and therefore the field Calc. Pmt. Disc. on Cr. Memos is not ticked.
    This is an annoyance to the client as because of this issue the Customer Ledger Entries for Sales Credit Memos always show in RED and BOLD, i.e. look as if they are Overdue.
  • 3

    Dynamics 365 financials and operations for business edition data backup

    Suggested by Phil DraperNew 0
    Category: Data Migrations

    When setting up a migrated system there is a requirement to perform on demand backups and sometimes to restore these. This feature appears to be missing in this product

  • 3

    Export to Excel with Filters

    Suggested by Daniel BerubePlanned 0
    Category: Other

     The listing pages are great as is the ability to export them to Excel.  However, what would be more helpful is if the the export to Excel considered the filters on the listing page.  For example, I may restrict my list of posted invoices to Jan 1 to Jan 31.  When I export to Excel I get all posted invoices not just what I had filtered the data set down to. 


     


    Thanks


    Dan

  • 3

    Link Bank Account with Token Password

    Suggested by Priten PatelNew 0
    Category: Financial Management

    I have a client who is trying to link their bank account to Dynamics 365 but their bank requires a token password to log into the website. The link bank account wizard does not have the field for token passwords and so it rejects their login. 

  • 3

    import serial numbers for items into Dynamics 365

    Suggested by Jennifer RanzPlanned 1
    Category: Data Migrations

    Ability to import serial numbers for items into Dynamics 365

  • 3

    Ability to Delete Multiple Records

    Suggested by Daniel BerubePlanned 1
    Category: Sales

    Hello,


    While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View.  While Edit and View are understandable, a user should be able to Delete multiple records at one time.


    Thanks,


    Dan

  • 3

    Show 'Dimensions' field on Config. Package Card

    Suggested by Maria MullanPlanned 0
    Category: Data Migrations

    The 'Dimensions as Columns' field is in the Config. Package Table (8613) but not visible on the Config. Package Subform Page (8625) and therefor it is not possible to create a template export for a table including the shortcut dimensions.

  • 3

    Dynamics 365 Sales to Financials - CRM Connector - Quote Integration

    Suggested by Rob BrownNew 0
    Category: Other

    Quote integration from Sales to Financials is the single biggest integration feature that we get requests for and one which complicates opportunities and forces us to introduce a 3rd party. I would like to see this added to the default connector. 

  • 3

    Enhance 'Edit in Excel' option to include Excel Online

    Suggested by Spencer RoachPlanned 0
    Category: Other

    The "Edit in Excel" feature is great unless you're using Excel for Mac or Excel is not installed. Therefore, it would be nice to edit using Excel Online.


    When I'm in this situation, my workaround is to save the downloaded XLSX file to OneDrive for Business (or OneDrive, as the case may be). Then I can open the file in Excel Online and use the D365 Add-in as usual.

  • 3

    Would like to be able to print a memo on Checks in D365 for Financials

    Suggested by Jennifer ReinhardtUnder Review 1
    Category: Financial Management

    checks typically have a memo field in the lower left corner which allows you to describe what the check is paying off, we have had this request to get this functionality added to Dynamics 365 for Financials.