Customer portal in Dynamics 365 for Operations like in Enterprise Portal in AX2012
Having a Customer (BtoB) access to D365 for Op Inside D365 or through a portal (like in SharePoint)
It is not possible to give access to customers Inside D365 as no forms and security are tailored for external users.
Configure user access per site and warehouse in Dynamics 365 for Finance and Operations
We have a common requirement: when we manage organizations with multiple sites and warehouses, we need to define user access per site and warehouse. We made a major customization for past projects : a user can be assigned one site (or more) and when accessing a transaction, the user can only see ...
Customer Aging balance report: possibility to display the Number of transactions (and not only the transactions details)
New regulatory compliance in France. It is now asked to display in the Customer and Vendor Aging Report a new indication: Number of invoices (or transactions). For example, if a customer has 10 invoices, it should be possible to display a field with 10. In standard, we can print the Details bu...
Having Item name / description on all forms
It will be great if we have on transaction lines the item name / description also along with the item code. It is not convenient for end users to see only the item code. I know the description can appear when hovering on the item code but not enough when we have multiple lines. It should be on a...
Fixed Asset - Have the possibility to merge / split (one or many) fixed asset record(s) in quantity and not only in %.
Have the possibility to merge / split (one or many) fixed asset record(s) in quantity and not only in %.
FIXED ASSET - possibility to sell a fixed asset via a sales order and manage intercompany fiwed asset selling and purchasing
Currently, selling a fixed asset only via a financial invoice. In case of a group, possibility to sell a fied asset to another company, so via a sales order (that will create an intercompany purchase order).
FIXED ASSET - Have the hierarchical view of fixed assets.
Impossible to see fixed asset via a hierarchical view. Currently, only fixed assets individually. It would be nice to have the same concept as in the new Asset management module (seeing the tree view of objects).
FIXED ASSET - Have a multi-company view in D365 for fixed assets
Because D365 adresses large organizations with multiple entities, it is a common requirement to have a multi-company view of objects like Fixed Assets. The current system enables a user to be restricted into a unique company. This is a major gap and limitation in D365.
Send vendor reminder letters on open and pending purchase orders
It is often required (and developed specifically on projects) to generate purchase order reminders to vendors / suppliers. It consists of a report listing the open purchase orders / order lines. The report is a letter adressed to the vendor.
Possibility to enter customer payment if a customer is blocked / on hold. When hold status at ALL in customer form
The status on the field "invoicing and delivery on hold" is missing one which is "All except payment". If the customer is blocked, we need at least to enter payments from him.
In current version, if in the customer form, the field "Invoici...