Data Entity for Expense Lines


Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New

Add Description as default filter in Excel Workbook Designer


In the excel workbook designer of D365 for Operations, description is frequently the most useful field when searching for data entitites.  

Add description to the filter field by default instead of having to reselect it every time the filter tab is opened and closed.

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New

Add "Required" as an expense report visibility option.


In the expense reports fields setup area of D365 for Operations, where expense report fields can be set to "Do not display", "Display", or "Read-only", add an option for "Required", making that field mandatory for population.   

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Category: Expense management (80)

STATUS DETAILS
Planned

Add Description as default filter in Excel Workbook Designer


In the excel workbook designer of D365 for Operations, description is frequently the most useful field when searching for data entitites.  

Add description to the filter field by default instead of having to reselect it every time the filter tab is opened and closed.

Read more...
0 Comments

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0 Comments

Category: Common (71)

STATUS DETAILS
New

Data Entity for Expense Lines


Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.

There is an existing data entity for credit card uploads, but this isn't sufficient as credit card uploads cannot be deleted in the case of mistaken entry.

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4 Comments

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4 Comments

Category: Expense management (80)

STATUS DETAILS
Planned

Enable Project Manager assignment for workers across legal entities.


Currently, when a project is setup in a legal entity, the project manager must have an employment relationship with that same legal entity.  This is a significant limitation, as global companies frequently ask project managers from company A to manage projects in company B.

When as...

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4 Comments

Category: Project management (268)

STATUS DETAILS
Under Review

Workflow Workspace


Create a workspace where all workflows in the system are available at once (instead of clicking into each individual module to view the applicable workspaces).

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3 Comments

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3 Comments

Category: Workflow (58)

STATUS DETAILS
Under Review