Project estimate inquiry window - delete button should be enabled for multiple lines
When we create estimates in D365 F&O, they are stored in the 'Estimates inquiry’ page. This page contains all the estimates, but deletion is not allowed for more than one line at a time. This needs improvement, and deletion must be allowed for multiple lin...
Customer / prospect workflow
I am just wondering why D365 does not offer basic customer and vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The customer-proposed change workflow is not very useful.
Vendor workflow
I am just wondering why D365 does not offer basic vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The vendor-proposed change workflow is not very useful.
Workflow changes
A number of improvements are needed on the workflow side.
- Many of the master records do not have proper workflow, including projects, vendors, customers, and prospects; it is really beyond our understanding.
- Every workflow should have a task assignment feature. Let's say I s...
STATUS DETAILSNew
Free text invoice intercompany
How do we create an intercompany invoice using Free Text Invoice, where is your functionality? Can you please add?