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.

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Category: Account, Contact, Calendar and Activity Management (537)

STATUS DETAILS
Needs Votes

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 ...

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Category: General (135)

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Needs Votes

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...

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Category: Credit and collections (108)

STATUS DETAILS
New

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...

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Category: Product Information Management (216)

STATUS DETAILS
New