User Profile

Workflow Review Report


Create some read-only format that is conducive to management (non-technical users) review of approval workflows. Currently, the only way we know of having a periodic management review of the approval workflows is to assign the appropriate permissions for users to log in and review the workflow u...

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Category: General (412)

STATUS DETAILS
New

Workflow Additional Condition Type for Originator (Where Originator is a member of role _____)


Idea Summary: Add to the Condition Nodes within a workflow the choice Where Workflow.Workflow originator is "assigned to role" "Role Name" This will make our workflows easier to maintain and also give us the ability to use "Azure Active Directory" to control users included in the condition, li...

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Category: General (412)

STATUS DETAILS
New

Option to Configure Dynamics 365 Finance and Operations to use the Shipment Date for the Sales Order Lines that have been shipped.


I work for an organization that sells multi-channel retail products and has integration points with Ecommerce, Microsoft Dynamics MPOS, and our Shipping Department using batch jobs for invoicing and other processing.


At period-end we have not been able to solve a cut-off iss...

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Category: Accounts Receivable (389)

STATUS DETAILS
Needs Votes

Support for return policies for eCommerce


Background:


We have an issue where gift cards are being used for Marketplace returns when they should be credited to the customer's account which is cleared later when the Marketplace settles with our company. We want to enforce this behavior by potentially having Marketplace...

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Category: Payment processing (117)

STATUS DETAILS
Needs Votes

Automatic Email for Expired Cards or Cards About to Expire for Customers with Open Orders


Background -


Indirect customers may have credit card terms and have a tokenized card reference on file used when their orders are fulfilled and shipped to collect the funds when the orders are shipped. Also, Direct customers may be part of a product subscription service where...

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Category: Cash and bank management (335)

STATUS DETAILS
New

Improvements to the Receipt Layout/Profiling/Formatting Tool


Background -


Using the "Receipt Format Designer" tool can be a challenge and is very dissimilar to other form building tools that Microsoft uses. Unfortunately, I have used this tool and found the several weaknesses including: