We often run the same financial report in slightly different versions, such as an detailed income statement and a summary income statement. It would save a lot of time if we could simply copy an Account Schedule and edit it, rather than building an account schedule from scratch.
In a multi-company scenario, it would also help to be able to export account schedules from one company and import them into another company.
Customers could have thousands of items with some "blocked" when they are no longer used. However, those blocked items still show up in lookups when adding items to Sales Invoices which makes the list of items much longer and causes confusion as to what items are actually available. We should either not show "blocked" items since they can't be used or allow the option to hide blocked items from the Inventory look up.
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.
Advanced bank reconciliation has been designed but no bank statement report provides clear information.
Bank statement report is required base on cutoff date. This report should have option to detail
* reconciled transactions
* Un-reconciled transactions
Customer should be able to have a statement at date of what is in his bank account for Audit, cash management, management decision.
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..". )
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.
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
D365 for Financials administrators need to be able to fine tune user access, more precisely than is currently possible with existing D365 Permission Sets. (Normally this is to reduce access for some users.)
The need for this enhancement is demonstrated here https://community.dynamics.com/business/f/758/t/216318 , here https://community.dynamics.com/business/f/758/t/242029 and here https://ideas.dynamics.com/ideas/dynamics-financials/ID0001848.
Please could we have the ability to copy existing D365 Permission Sets, modify the copies (change RIMDEX settings for the contained permissions) and apply those copies to users, directly or through user groups.