Dynamics 365 Finance

Can you add a Column and Link in Purchase Requistions VIEW for Purchase Order #. I always have to click into the Purchase Req. to get to the PO. It would be real nice to have a link right on my VIEW.

Thank you

Cindy

OCR > Setup system > Manage vendors

Out-of-the box there is limitation on sync by selection - only 40 records can be chosen for a manual sync. A lot of customers do not wish to sync employees and contractors due to GDPR issues (name and personal address) as they are in D365 FO as both workers and suppliers (payment of expenses and accounts payable invoices).

This functionality should be extended to a custom automatic sync where you deselect criteria for the sync e.g. vendor groups, etc. The sync should be automatic similar to sync all option.

In addtion, pls bring functionality to delete vendors in "Manage vendors" via the Front user interface/also Excel (truncate) so unwanted suppliers can be removed.

Thanks

Thanks

Addition of the “VAT registration date” field to the general ledger, i.e., transactions visible on the page:

- posted transactions

- transactions in the attachment

This functionality would facilitate controlling and tax analysis for users.

Marking transactions for which tax payments have been made

Adding information about the tax payment attachment number to tax transactions.

During the tax payment process, the system will assign an attachment number to the transactions included in the payment process, which was used to make the payment.

This change will allow you to identify transactions that were included in the tax payment and those that were not paid in a given month.

This functionality will significantly improve the work of users.

Copying distributions

There is a need to add a feature to purchase orders that will allow purchase orders to be copied along with their full distribution.

This need arises from the division of distribution into “X” rows manually and the inability to copy them.

The feature could also work by adding the ability to import distribution from an Excel file.

Email address dedicated to specific functionalities

As part of many functionalities in the system, we use a single email address set in the entity parameterization.

There is a need to introduce the possibility of parameterizing multiple company email addresses dedicated to specific system functionalities, e.g.

-         Compensation

-         Interest notes

-         JPK

The introduction of this functionality will enable email correspondence in specific areas.

Company Issue:

D365 F&O SMTP can send emails from multiple domains

DMARC is blocking emails from being received, if the email domain (company) does not match the SMTP user authentication account. (domain)

DMARC will not allow email to be received, is stating it is not secure email traffic. 

Microsoft -

Investigating potential configurations or workarounds that would enable sending emails from multiple domains in D365 F&O without encountering DMARC issues. Microsoft current reply - How to configure mail for D365- URL

Company Policy

DMARC is configured per company policy

SMTP is configured per company policy

Graph API - does not work for our size company and fit company policy

Company Solution needed from D365 F&O

To be able to send and receive emails from D365 F&O with multi domains (company).

To be able to use SMTP auth for each company (domain) in a Multi D365 F&O environment

When a vendor invoice is received via an invoice automation software party, the financial tag on the vendor invoice journal is not applied, even though the invoice contains information that meets the criteria defined in the financial tag rules and therefore a financial tag is expected on the vendor invoice journal.

In other words: the financial tag rules will be ignored in case a vendor invoice will be inserted via vendor invoice automation software.

We are using the ER destination on the Print user action to send the report to vendor email addresses.

However, we couldn't find a way to reprint it to screen using ER destinations, as the only user action applicable for vendor payment remittance advice is 'Print.'

Create a workflow for the approval of Customer bank accounts similar to the workflow in place for Vendor bank accounts.