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Users with Project Resource role should not have access to any of the currency fields on project and other sales entities.
Suggested by Yadnyesh Kuvalekar – New – 0 Comments
When I assigned only Project Resource role to my users, they were still able to see the currency fields' values and how much I charge to my customers. This should not happen as to service based organizations, that is confidential information.
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Credit Note to allocate original VAT/TAX on transactions and not current VAT/TAX
Suggested by Shamim Ahmed – New – 1 Comments
This is a rare scenario that would happen only when the local VAT/TAX rate changes and you have an invoice on which there are transactions with both the old and new VAT/TAX posted.
We note on such an invoice if you do a credit note the system will allocate the VAT/TAX based on the current rate in the system (as double checked and confirmed with Microsoft support) instead of allocating whatever the VAT/TAX rate was per transaction..
This enhancement request is to allow system to Credit Note the VAT/TAX at the original amount rather than just defaulting to the current system rate and this can be controlled via some parameter as well so a customer can decide if they wish to use it in this manner or leave it as is currently.
We understand this can be resolved by just posting a correction but if a VAT/TAX changes and you have hundreds of invoices with mixed VAT/TAX rates old/new then this isn't a quick process.
Hopefully other customers will find this useful as well.
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Project Budget Control
Suggested by Antonia Valkova – New – 0 Comments
Description of problem: Customer has the following business scenario: The goal is to enforce top level budget control with ability to overrun on the project budget lines amount. As such, Subproject budget should allow overruns, but not beyond the Top Project Budget. Engineering team explanation: The Budget control setup under every Project is specifically for it only. It invalidates the main setup from the Project management and accounting parameters which are applicable for all the projects. So as it is in your scenario the Budget control setup of every subproject invalidates every other setup for Budget before that or in other words said: the “Disallow overruns” of the main Project is no longer applicable for its subprojects as their Budget control option is changed to “Warn of overruns”. User would like to have the option to enforce top level budget control with ability to overrun on the project budget lines amount. -
Dynamics 365 Finance project management calculated customers line of credit
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to include and easily visualize a calculated grand total customer billing account line of credits, not featuring customer total line of credits, user might potentially calculate outside the system. -
Add "Undo" button in schedule tab
Suggested by KOHEI KUROKAWA – New – 0 Comments
Please add "Undo" button on the WBS on the Schedule tab. I know the common short cut commands can be used but some users are not familiar with "Ctrl + Z" short cut. -
On WBS, Resource search field should be able to search multiple fields on Team Member (instead of just name)
Suggested by KOHEI KUROKAWA – New – 0 Comments
Currently, when user assign a named resource from the search box in the Resource Selector, user can search resource only by the name of the resource. However, in practice, there are many situations where user wants to search resource by the attribute of the resource, not by name, such as shift, position, or skill etc. Therefore, when searching for a resource with the Resource Selector, make sure that user can search not only by the name of the resource but also by other attributes of the resource. -
Submitting multiple resource requirements at once
Suggested by KOHEI KUROKAWA – New – 0 Comments
Currently, to "Submit Request" from Generic Resource, user select the resource and click the button one by one. However, in real business it is common to send multiple resource requests to one administrator. Therefore, please make it possible to send multiple Resource Requests at once. -
D365 Project Service Automation bookable resource capacity actual value
Suggested by Rita Lucza – New – 1 Comments
Dear MS, If I allocate a team member to the same project again, her capacity on the booking allocation header entity change. For example, I allocate her for 12,5 %, but I see 12,345%. Please fix this issue. Thank you! Best Regards, Rita -
Purview eDiscovery Redaction Export
Suggested by Michael Pan – New – 0 Comments
In eDiscovery, when redacting a document that was originally attached to an email, the redacted version is correctly exported as a PDF. However, the original email is exported with the unredacted version of the document still attached.
This behavior is problematic. Documents requiring redaction contain sensitive information that must be withheld for legal or compliance reasons. Including both the redacted and unredacted versions in the export undermines the purpose of redaction and exposes the organization to significant risk and liability.
To prevent the unintended disclosure of sensitive data, the email that contains the redacted document should be exported:
- As a PDF file without the unredacted document (attached)
- As a MSG file with the attachment removed
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client, wants to create expense reports from the "My Expenses" tab instead of using the workspace. the cash advance number and details are not visible in the "My Expenses" tab, which is a key requirement for the client.
Suggested by Narasimha Rao PV – New – 0 Comments
Client wants to create expense reports from the "My Expenses" tab instead of using the workspace. the cash advance number and details are not visible in the "My Expenses" tab, which is a key requirement for the client.
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