In D365 Sales, enable address field lookups and validations to meet D365 F&O data sync requirements
When creating a new "Account" in Dynamics 365 Sales, if Dual Write is enabled for this entity, the record is synced to Dynamics 365 F&O as a "Customer". As in Dynamics 365 Sales, the Account entity does not enforce validations on Account Address fields, users can freely type whatever City, Sta...
Assign a specific workspace as the default for a user when they log in to Dynamics 365 F&O
On "User Options", a user can select what should be his home screen experience when loging in. It would be quite useful that we could assign a specific workspace from the list of standard workspaces the user has access to. Eventually even to custom workspaces. Most users interact with the solu...
Allow document-type assignement to specific tables in Dynamics 365 F&O, so SharePoint security per file-type can be enforced
While setting up document handling and the overall attachment framework, customers perfer external file repositories like SharePoint, specially in a moment where capacity-based licensing is being enforced. When specifying a document type, a SharePoint URL is defined and all attachments of this...