Data Management Import should force selection of Legal Entity as a parameter
I can't tell you how many times I've accidentally launched a data import in the wrong legal entity. This is not only a time waster it can make a big mess.
Data Management should operate above the Legal entities. This should be a parameter that you select before launching th...
Security Role Reporting
It would be nice to have some summary reports for security. These would be handy for auditors as well as internal review of who can do what.
Possible reports:
Security Roles by User
Security Duties by User (based on role assignments)
Security Duties ...
Import and Export Icons are backwards
The world considers an import into an application to be an "upload", yet the arrow for an import points down. Similarly, an export is accepted to be a "download", yet the arrow for an export points up. When you consider that D365 is a cloud application, the icons are even more nons...
Data Import should picked default values
When performing a data import into any object, the stated behavior is that the same edits that are performed during manual entry will be performed during the data import.
This does not seem to be the case with default values. If the system has a default value defined and my...
Validation Should be Performed Automatically on Submit
When an item is submitted to workflow, it should be automatically validated. If the validation fails, the submittal should be terminated. If the validation generates a warning, the user should be prompted whether to continue with the submittal.
We've had several instances wh...
Add Workflow History to data entities
There are many data entities related to workflow but there does not seem to be any that show the workflow history. There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.
Add Created and Modify fields to all Data Entities
This information is extremely useful for audit reporting. Where available the following fields should be included on all data entities:
CREATEDDATETIME
CREATEDBY
MODIFIEDDATETIME
MODIFIEDBY
Sort, Filter and Export List Screens in LCS
Our auditors would like a report of all changes made to our production environment in the last year. I can pull up a list of the service requests we have made, but you can't do much with it. Please provide the same sort/filter and export utilities that you have made available on ev...
Allow column filtering on null values
There does not appear to be a way to filter a column on blank fields. In addition, if you attempt to back into row with blank values by using "not equal" or "not contains", the rows with blank values are excluded because they have null values.
Please provide additional filt...
Allow Deletion of Cancelled Collection Letters
If a collection letter is created but then cancelled before printing or posting, it does not have much use. It does not seem to impact the creation of the next collection letter. Perhaps there is a reason to maintain the cancelled letters, but to me they are needless clutter. Please provide th...