Project estimate inquiry window - delete button should be enabled for multiple lines
When we create estimates in D365 F&O, they are stored in the 'Estimates inquiry’ page. This page contains all the estimates, but deletion is not allowed for more than one line at a time. This needs improvement, and deletion must be allowed for multiple lin...
Customer / prospect workflow
I am just wondering why D365 does not offer basic customer and vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The customer-proposed change workflow is not very useful.
Vendor workflow
I am just wondering why D365 does not offer basic vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The vendor-proposed change workflow is not very useful.
Workflow changes
A number of improvements are needed on the workflow side.
- Many of the master records do not have proper workflow, including projects, vendors, customers, and prospects; it is really beyond our understanding.
- Every workflow should have a task assignment feature. Let's say I s...
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Free text invoice intercompany
How do we create an intercompany invoice using Free Text Invoice, where is your functionality? Can you please add?
Credit limit in multiple currencies with the current exchange rate
If we enter a credit limit for a customer, it is converted at the current exchange rate. However, when there is a rate fluctuation, it does not change. This is incorrect and does not accurately reflect the customer’s credit limit. The limit should have a separate exchange rate type parameter, ...