Implementing a customer master activation approval workflow in Dynamics 365 for Finance and Operations (D365FO)
Implementing a customer activation approval workflow in Dynamics 365 for Finance and Operations (D365FO) can provide several benefits, particularly in maintaining control and accuracy over customer data. Whether it is required depends on the specific business needs and regulatory environment o...
Automated Sales Commission Adjustments for Return Orders in D365FO
If sales commissions are being applied to sales orders but not being removed or adjusted during return orders in D365FO, it could lead to discrepancies in commission calculations. Addressing this issue involves configuring the system to handle commission adjustments properly during returns.
Allow Direct Publishing of Views to Users in D365FO
Currently, in Dynamics 365 Finance & Operations (D365FO), views can only be published to users through security roles. This process requires assigning views to specific roles, which may not always align with the most efficient or practical means of distribution, especially in environments wher...
Enable Global Templates for Mandatory Fields on Customers, Products, etc., in D365FO
In Dynamics 365 Finance & Operations (D365FO), setting mandatory fields for entities like customers and products can currently be achieved through views. However, this method can be cumbersome, particularly in organizations with complex requirements or when consistency across different busines...
Enable Different Product Search Names Across Legal Entities in D365FO(Products V2)
In Dynamics 365 Finance & Operations (D365FO), the current system architecture enforces uniformity in product search names across all legal entities. This limitation can be challenging for organizations operating in multiple jurisdictions or business units, where the same product might be know...
The Quality Association list should include the vendor name and item name.
Adding the vendor name and item name fields to the Quality Association in D365FO is crucial for effective quality management, supporting better operational decisions and enhancing overall product quality.
Inventory Management > Set Up > Qua...
Addition of item "on hand" quantity to current operations report
Incorporating the "on hand" quantity into the current operations report in D365FO enhances visibility and control over inventory, leading to improved operational performance, cost savings, and increased customer satisfaction. This data-driven approach helps organizations stay agile and respons...
Inventory Transactions without Customer Name
It would be beneficial to include the customer account and name on the inventory transaction report. The current limitation is that we cannot determine which customer the inventory was sold to; we can only view a list of sales orders. By incorporating the customer information,...