Project lookup like the customer lookup


The customer lookup has a very user-friendly functionality to be able to lookup customers by name if you start typing a name in the lookup field. Implementations that make use of the project module have to select the project ID a lot throughout dynamics (like in a timesheet). I think it would ...

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Category: Project Resource Management (589)

STATUS DETAILS
Under Review

Daily digest of workflow notifications and upcoming deadlines


have one e-mail a day with a daily digest of workflow notifications and upcoming deadlines instead of one e-mail per workflow item that is assigned to you.

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Category: Workflow (123)

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Needs Votes

File drag and drop to attach receipts or create expenses with attached receipts


Drop files onto the expense grid to create new expense lines for all files that are dropped. Drop files onto the details section of an expense to attach the file as a receipt.

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Category: Expense Management (196)

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Needs Votes

Revenue recognition on free-text invoices


The revenue recognition module only works on (project) sales orders. Since revenue recognition is interesting for services / subscription sales, it in a good option to get this invoiced via (recurring) (project) free-text invoices. (Project) Free text invoices are also interesting if your invoice...

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Category: Accounts Receivable (268)

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Needs Votes

Subcontracting flow


Support to subcontract a part of your project tasks and fulfill some project resource requirements with a subcontract. An integrated purchasing flow should exist that keep timings and estimated effort aligned. Project actuals should be triggered upon confirmation of received services (for which t...

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Category: Project Sales, Billing, Pricing and Costing (27)

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Needs Votes

Remove the distinction between stocked/production order and non-stocked/resource scenario


I cannot see a reason why it would be impossible to make one scenario out of the two. Stocked item scenario's stay in F&O to integrate better with D365 SCM. (item forecasts/committed costs and item project transactions are communicated back to CE to get the project financials right)

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Category: Project Operations for stocked/production order scenarios (22)

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Needs Votes