Suggest a new Idea

  • 21

    Larger Item Description Field

    Suggested by Brian DokterPlanned 8
    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.

  • 21

    Subscription invoicing

    Suggested by Kenneth Kryger GramPlanned 5
    Category: Sales

    Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

  • 15

    Intrastat for Belgium - Changes valid from January 2019

    Suggested by sabine torfsPlanned 1
    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

  • 17

    Be able to copy/export Account Schedules

    Suggested by Chris ScottPlanned 9
    Category: Reports and Business Intelligence

    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.

  • 18

    Need ability to Import Dimension Values

    Suggested by Jennifer ReinhardtCompleted 6
    Category: Data Migrations

    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.

  • 19

    Publish more data for PowerBi, specifically for Dimensions report

    Suggested by Ben BoltePlanned 1
    Category: Reports and Business Intelligence

    We would like to be able to do reporting in PowerBi on Dimensions.  Currently, the dimension set ID field from table 20 is not published on page 20 that we can publish to PowerBi.   


    This would make reporting much easier with Excel and PowerBi.

  • 18

    Allow the ability to edit configuration packages

    Suggested by Dan LevyCompleted 1
    Category: Data Migrations

    in particular to add Dimensions ( in addition to 1 and 2 ) to General Journal Imports.

  • 18

    Have a way to import Item images

    Suggested by Jennifer ReinhardtPlanned 0
    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.

  • 16

    Bank statement reconciliation report

    Suggested by Annaick BoudinCompleted 3
    Category: Cash and bank management

    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.

  • 13

    Export to Excel

    Suggested by Natalie LemkePlanned 2
    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.