Drag and Drop DocuRef Attachments Upload
The option to upload an attachment by drag and drop to the document handling (DocuRef) like in sharepoint would be a very useful option. Many customers on older AX versions are using this functionality and would miss it after an upgrade to D365.
Category: User Experience (416)
Possibility to re-assign workflows (e.g. in case of illness)
There is a possibility needed to re-assign workflow tasks of special users. I didn´t find any possibility to get the workflows, that are already assigned to a special user. The idea behind it, is to have a possibility for adminitrators to re-assign worflow tasks if an employee is in illness or u...
Category: Workflow (138)
Credit limit check in quotations
Because of the fact that a quotation already has a legal binding character, it would be very helpful, if the system would be able to check the credit limit also in quotations. Currently the credit limit check in sales process is starting with order creation. This would cause a situation, that the...
Category: Credit and collections (147)