Revert data management framework
10.0.25 went backward on data management workspace. An import job was able to read a file and determine the type by extension and then determine the entity by name. Manually entering both of these to load a file a literally two steps backward for no discernable reason. Please revert this.
Sales order performance enhancement feature that works for retail/call center
The feature: "Sales order details performance enhancement" causes bugs and issues with call center orders. This would be for a new feature that does the same thing (improve sales form performance by bypassing the sales table list page for the sales details form) for sales orders created with c...
Copy Purchase order header dimensions (site/warehouse) when created from a Sales order
When Site/Warehouse is given on a Sales order header and we use the SALES ORDER>NEW>Purchase order or Direct delivery, it should copy this information to the created purchase order header to match the pass-thru or destination warehouse on the Purchase confirmation.
Currently, the purchas...
Saved view for sales order warning updates
Saved views for sales orders do not support call center functionality. Using call center and saved views for sales orders (soon to be mandatory feature) causes unintended warning and info messages throughout sales order entry. This should be updated to make saved views for sales orders include...
New sales quotation default account type field
System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that...
Bulk Update demand forecast by new filters - (approved) Vendor, Item category
The bulk update function on demand forecast lines should allow query on vendor and item category for instances where demand needs to be adjusted for changes in the ecosystem (e.g. COVID).
Basic browser compatibility with common/recommended browsers
D365 often returns a 400 error on recommended browsers when logging in after a period of time: Bad Request - Request Too Long. Http Error 400
Dynamics should be compatible with the Microsoft recommended browsers (Edge, Chrome) and not require users to clear their cookies on ...
Hazmat Division should be non-unique or not required with hazardous material setup
Official microsoft documentation for hazardous material management explicitly states how to handle the 4 hazmat classes that don't have divisions. Haz classes 3, 7, 8 and 9 have no further division / subclass to them. Documentation says:
For classes that don't have any divisions, create...
Saved view support for call center
Saved views for sales orders do not support call center functionality. Using call center and saved views for sales orders (a mandatory feature) causes unintended warning and info messages throughout sales order entry. This should be updated to make saved views for sales orders include call cen...
Order fulfillment policies respect direct delivery lines
Order fulfillment policies should respect and ignore direct delivery lines when calculating fulfillment percentages for release to warehouse. A direct delivery line will never be reserved and released as part of the standard process and should not count against the order's fulfillment rate, mu...