Fixed Asset Card too simple


There is a Fixed Asset Card which can display Deprecation Books either in simple or 'compex' mode. Simple mode is automatically triggered when there is only one Deprecation Book but if more of them exist, normal mode with Subpage List is being shown. So our Test User is not satisfied with the fac...

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3 Comments

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3 Comments

Category: Financial Management (1405)

STATUS DETAILS
Needs Votes

Usability: Positioning in the List after new record has been created


When New Record has been created from the list by using the card it would be pretty usefull to position the list on newly created record after the card has been closed. Example: -New Contact is being created from the list -Contact Card is opened and Contact Data is being entered -After closing t...

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0 Comments

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0 Comments

Category: General (1799)

STATUS DETAILS
Under Review

Remove SumIndex Fields from primary keys


SumIndex Fields does not have a purpose on a unique keys as for each primary key additional View on SQL Server is created with the same content in the view as in the table. This has a negative influences on the performance as the view has to be maintaned and there is no benefit from this view. My...

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2 Comments

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2 Comments

Category: General (1799)

STATUS DETAILS
Under Review

StyleExpr in WebClient


StyleExpr in WebClient is not really flexible of following reasons: -Italic does not work in WebClient. -FlowFields are renderd in blue and therefore reduce the set of possible StyleExpr options. -Colouring should be more flexible as it was on Forms. RGB Code or something similar is highly desire...

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6 Comments

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6 Comments

Category: General (1799)

STATUS DETAILS
Under Review

Optimizing Creation of a Quote from the Opportunity


When Quote is being created from the Opportunity two questions may appear: -Do you want to create a contact as a customer using a customer template? -Do you want to update the sales quote with a customer template? The second question appear only if the answer on the first question was negative. ...

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2 Comments

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2 Comments

Category: Opportunity Management (51)

STATUS DETAILS
Needs Votes

Making Permission Sets more Secure


Permission Sets have been always shipped in such way so that specific permissions was given on a Table Data and for System functions but for other object types (Table, Report, Codeunit, XMLPort, MenuSuite, Page, Query) user always had unlimited permissions as soon as he would get the BASIC permis...

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0 Comments

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0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes

Skip creating Shipment Lines for Service and Non-Inventory Items.


We need a possibility to skip creating Shipment Lines for Service and Non-Inventory Items as no customer from in our case needs or wants to deal with Shipments when delivering Service or Non-Inventory Items.

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0 Comments

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0 Comments

Category: Sales (809)

STATUS DETAILS
Needs Votes

Invoice Preview


Currently there is a functionality called posting preview. This functionality sums up all posted documents, entries and related records and shows them to the user before the sales document is actually posted. This is fine but normally not sufficient for the end user. Ideally user should be able t...

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3 Comments

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3 Comments

Category: Sales (809)

STATUS DETAILS
Needs Votes

Interaction Templates - Mail Merge


In RTC there was a possibility to use Mail Merge in order to define Word attachment for Interaction Templates by selecting needed fields. This possibility is gone with Web Client but the replacement is highly desired.

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0 Comments

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0 Comments

Category: Office Integration (134)

STATUS DETAILS
Declined

Transfer Page personalisations from one Profile to other


This one is extension of previously implemented functionality: https://experience.dynamics.com/ideas/idea/?ideaid=5c6b793a-9533-ea11-8454-0003ff68ac7d It would be great be able to transfer profile changes for a certain page from one profile to other. Example: Profile is being changed for Sales...

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0 Comments

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0 Comments

Category: General (1799)

STATUS DETAILS
Under Review
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