Suggest a new Idea

    • 75

      Export to Excel

      Suggested by Natalie LemkeAccepted 6
      Category: Financial Management

      Recommendation to add “Export to Excel” as core feature to all page layouts (consistent with Dynamics NAV 2017).  This is one of the key selling features that is repeatedly messaged regarding Dynamics products: that users have access to the familiar “Microsoft feel”. In Dynamics 365 for Financials, it is clear Finance users want access to data to model, analyze, and aggregate without entering an “editable” worksheet.  This is helpful for AR Customer reconciliations (export Customer Ledger Entries) or exporting the working items related to an Invoice to export Invoice Line information.  Additionally, this is valuable once a list of Posted Sales Invoice OR Posted Purchase Receipt documents is filtered, to export the filtered set for ad hoc analysis/reporting.

    • 46

      Larger Item Description Field

      Suggested by Brian DokterAccepted 15
      Category: Inventory

      I have a client who would sign up today for D365 Financials if the Item Description field was larger.  right now it appears to be limited to 50 characters.  He need it to be at least 1000 characters.


       


      I am aware of the extended text availabliity, but these also are limited to 50 characters and to enter the description they need 50 characters at a time is a poor work around.


      Thanks.

    • 43

      Have a way to import Item images

      Suggested by Jennifer ReinhardtAccepted 1
      Category: Inventory

      Currently we can't import in images with items in Dynamics 365 for Financials so the process currently is to open every item and then the image can be imported.  The following suggestion was made on Forums:
      If we can have a folder in OneDrive specifically for images, so we can put images with the Item Number as the file name and then it can match it up if it finds inventory with the same name, if no inventory with matching name it would take the images and move it to a rejected images folder, of even generate a log of the matched and rejected.

    • 28

      Please add option for switch-off ‘Create Item from No. on Sales Order…’ feature

      Suggested by Alexey FinogenovAccepted 1
      Category: Inventory

      When entering a non-existing “Item No.” in the field “No.”, the following message appears:

      This item is not registered. To continue, choose one of the following options:
      Create a new item card for XXXX.
      Select an existing item.

      This functionality cannot be enabled/disabled by (de-)selecting the option in the “Sales & Receivables Setup”
      We can do it if speak about “Description” via Sales & Receivables Setup \ Create Item from Description but do not have such type of option for “No.”
      In some cases functionality has been felt unwanted from the customer perspective..
    • 24

      Intrastat for Belgium - Changes valid from January 2019

      Suggested by sabine torfsAccepted 3
      Category: Geographies and Localization

      (id alert 40932/40939)

      intrastat-form must be changed by 02/2019.

      documentation can be found here: https://www.nbb.be/doc/dq/e_pdf_ex/intrastat%202019_onepager_en.pdf

    • 21

      Ability to undo or voide a Bank Reconciliation

      Suggested by Jennifer ReinhardtAccepted 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.

    • 20

      General Ledger Entries - Dimension Codes

      Suggested by Warren YoungAccepted 0
      Category: Financial Management

      Dimensions are not visible on the General Ledger Entries.  Global 1 and Global 2 should be visible at a minimum.  3-8 would be very beneficial as well.  Dimension Set ID would be a helpful stopgap for filtering purposes.


      This request came up specifically for a client looking at the General Ledger Entries, but the request is relevant to all Ledger Entry pages.

    • 15

      Automate Eliminations

      Suggested by Karen DaviesAccepted 1
      Category: Financial Management

      I believe that the Eliminations process should be automated and that you should be able to enter the accounts to be used in the eliminations.
    • 15

      Ability to change the calendar start date

      Suggested by Katrina SAccepted 3
      Category: Geographies and Localization

      In Business Central, when you're in any date field, a calendar pops up. By default the calendar starts on a Monday. It would be nice if a user can change the start date to a Sunday.
    • 15

      Edit in Excel/Send to Excel

      Suggested by Marie-Soleil Goulet-SawkaAccepted 3
      Category:

      Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.