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...
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...
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...
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...
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...
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:
- Difficultly of using this d...
STATUS DETAILSNeeds Votes
Bulk Loading/Creation of New Deductions in Deductions Workbench via a Data Entity
We have a set of larger clients who routinely include many references (over 100) to deductions that they want to take. All of the deductions are usually contested with about 75-80% of them being successfully resolved and do not result in credit applied to the customer account (e.g. the potent...
Improvements to load and refresh of Deduction Workbench.
Deductions workbench, even after Microsoft tuned the query, takes 1 minute 30 seconds to load a small set of data.
According to support and my personal review of a Trace file, there are MANY queries being executed. We are only using Deduction workbench because we have a cust...