Re-send azure B2B Invitation for vendor collaboration users


It doesn't seem like there is any capability to re-send any Azure B2B invitations through the application. The user workflow kicks one off automatically through the workflow task, but what happens if that invitation gets sent to the recipients inbox and it gets lost, lands in the junk folder, or...

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Category: System administration (168)

STATUS DETAILS
Needs Votes

Hyperlink the ID of the record's key when Exporting the List in Excel


When exporting a worksheet from Dynamics 365 Finance and Operations, it would be helpful to have the links to each items exported as well. When you are reviewing the spreadsheet, you can easily open the purchase order, sales order, or released product in question instead of having to navigate ba...

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Category: Office Integration (23)

STATUS DETAILS
Needs Votes

Prompt search name filtering for legal entity selection with less characters


Hi there, We have alot of legal entities, along with many users that need access to many different legal entities. They type in the search name frequently to change legal entities, except they are required to type in 4 characters in order to search on the "search name" provided in the Legal Ent...

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Category: General (126)

STATUS DETAILS
New

Have additional control over order and priority of task guides displayed


We have custom developed some modules on D365F&O, and have task guides written and published for the module. For example, we have about 15+ task guides involved for a single module we have developed. When task guides are presented to the user, we have no control over the order they are presente...

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Category: Documentation (wiki and task guides) (10)

STATUS DETAILS
Needs Votes

Assign Organizations form for Security isn't very friendly for users assigned 6+ legal entities


The form design for the "Assign organizations"(within System administration > Users > Users) isn't very friendly when managing a user's setup. After rollout, we will have over 700+ legal entities. We will never assign a security role access globally - always to a legal entity. When the form op...

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Category: System administration (168)

STATUS DETAILS
Needs Votes

Feature callouts need a better framework for ongoing management


We release a new version of our application every three months and we are using Dynamics 365 as a development platform. Every release, we would need to cleanup and delete code within the "previous" versions feature callouts, and re-place the callouts in new locations, pertinent to the new featur...

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Category: User Experience (125)

STATUS DETAILS
Needs Votes

Alert email template should be able to be configured


I feel like the alert email template that notifies users when business data is modified could be configurable. At the very minimum, you should be able to setup placeholders that allow you to insert data based on the business object you are being alerted for. A nice to have would be to to cont...

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Category: Common (72)

STATUS DETAILS
New

Provide ability for end-users to view last refreshed, and schedule refresh of embedded analytics workspaces


Currently there is an automatic refresh process for the analytics workspaces within the Entity store parameters screen in system administration. This occurs on a hourly, daily, twice weekly, or slower basis. As an end-user, when reviewing the analytics workspace for decision making, a key quest...

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Category: Reporting and Analytics (44)

STATUS DETAILS
New

Allow users to add external URLs as tiles or links to a workspace for a company


As D365 is a core application used on a daily basis, some companies might want to embed links to other systems, documentation, portals, or process manuals that other users could refer to on a daily basis. For example, the purchase order preparation workspace could have a link to an external docu...

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Category: User Experience (125)

STATUS DETAILS
New