Fixed asset creation from Project management and accounting to allow multiple posting types to the same Fixed asset
When an asset has been created from the Project management and accounting module and additional cost to add life to the asset are incurred in a sub project ...
Deduction Workbench - Allow the matching of credits on the customer account
This idea includes process in both Accounts receivable and Sales and Marketing modules.
When a Deduction transaction is made in Accounts receivable there is no method to match this deduction to a credit on the customer account without using the Settle transactions function...
Encryption or Tokenization of Employee and Vendor Social Security Numbers
We are constantly hearing about security breaches in mega companies, and now many States are now requiring that Social security numbers are encrypted. Dynamics 365 (as well as previous versions) do not offer any type of protection (encryption or tokenization) of the Employee or Vend...
Switch legal entitieswithin FR without having to sign out/in of Report Designer
To build and test reports in Report designer for different legal entities, you currently must close out Report designer and open it from D365 in the new legal entity. It would be a HUGE timesaver to be able to change legal entities in Report designer as you do in D365, without having to sign out...
Default State Tax ID for 1099s
My suggestion is to add to the Vendor master (Vendor> All Vendors> Selected vendor> Tax 1099) a box for the User to enter the default State and State tax ID. This information would transfer to the transactions as would the 1099 box. Currently this a purely manual and time consuming effort, whic...