User Profile

Use the GraphMgtGeneralTools.ProcessNewRecordFromAPI(RecRef,TempFieldSet,CurrentDateTime) within an Extension


Trying to get a prototype custom API and came onto the limitation of creating a Customer with a Configuration Template, as is performed in the standard "Customer Entity".

This is needed to properly create a Customer from Dynamics 365 for Sales (which has custom fields set against the Acc...

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Category: Development (1206)

STATUS DETAILS
New

API Page Extension to be allowed


As there are some limitation to creating a custom API Page (see https://experience.dynamics.com/ideas/idea/?ideaid=faebf3ca-e777-e911-80e7-0003ff68b03b) it would be great if we could extend ...

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4 Comments

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4 Comments

Category: Development (1206)

STATUS DETAILS
Needs Votes

Filtered list of G/L Accounts when creating Sales & Purchase Document Lines


When you lookup on the G/L accounts on a Sales or Purchase Line you see the entire Chart of Accounts. Generally only a few of these are actually needed in data entry. As a minimum filter we should only see unblocked Direct Posting accounts. Ideally we should have a new field called "Show in Docu...

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1 Comments

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1 Comments

Category: Financial Management (1314)

STATUS DETAILS
Needs Votes

Separate Security Filter setups from the User Permissions


If you want to apply a filter on data, you need to attach that to the Permission Set. If you need to create wide ranging filters for data permissions, then it takes a lot of maintenance to apply multiple filters across different user permission sets (and no real certainty if any are conflicting a...

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0 Comments

Category: General (1699)

STATUS DETAILS
Needs Votes

Recurring Journals to be stored in Posted Journals


The new Posted Journal Lines is a useful & time saving feature. However, you cannot include Recurring Journals in this. As explained to me, this is due to complications around trying to take an action on a Recurring Journal in this new page, partially due to expiration dates and Allocations. Ho...

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0 Comments

Category: Financial Management (1314)

STATUS DETAILS
Needs Votes

BC to match the Dynamics Customer Experience / CRM Account entity address format


In order to build better integrations with Dynamics Customer Experience & CDS, Business Central should match the address format of CE in terms of having a 1:1 match with the address fields in the Account entity, etc This should be the same across all address fields in BC. BC would need an Addre...

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3 Comments

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3 Comments

Category: General (1699)

STATUS DETAILS
Needs Votes

Sales Line Description to G/L entry for Item lines (for cost of goods sold entries)


When looking at the G/L entry for the GOGS Account / GOGS Account (Interim) it would be ideal to have an option to post the Description on the Sale Line (Type = Item) to the G/L Entry. "Direct Cost XXXXX on 26/02/21" does not mean much to the user and does not help see what that cost 'means'. If...

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1 Comments

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1 Comments

Category: Financial Management (1314)

STATUS DETAILS
Needs Votes