Dynamics 365 Finance

Hi,

Just like D365FO roles, it would have been very convenient to have control of role assignment from the tool itself by an administrator instead of doing from Power platform admin tool which normally maintained by other management team in the organization. It would simplify and speedup the authorization process.

Roles

A role defines what operations a user can perform in the planning app and in the planning visuals in Power BI.

Four out-of-box roles are available for planning:

• Business Performance Planning Administrator
• Business Performance Planning Power User
• Business Performance Planning Contributor
• Business Performance Limited Contributor
• Business Performance Planning Viewer

Thanks & Regards,

Sudhakar

We would need to apply the process to fixed assts since we manage different books with different posting layers.

It would make the foreign currency revaluation process very flexible.

I guess could be nice to add a currency parameter called "Posting layer" to the Foreign currency revaluation form (General ledger > Periodic tasks > Foreign currency revaluation) and have the possibility to select the posting layer to be revaluate.

The exchange rate gain/loss transaction with transaction type like "Foreign currency revaluation" created has to maintain:

• the same posting layer of the original transaction revaluated
• the same financial dimension of the original transaction revaluated

Hi,

Most of the times in an application enhancement process over time, based on the business agility, we may need to add a new dimension to the existing cube.

Right now, I can see only see New Cube and Delete Cube options but not Change/Edit cube option.

Thanks & Regards,

Sudhakar

Hi,

Most of the times in a multinational company, the prices and cost would be entered in one currency (for ex USD) and actuals would in different currencies, but the planning, budget and forecast can happen in a single currency (for ex in group currency EUR) and the local currency values should be able to convert to group currency.

So, I would be happy if this currency conversion can be done easily and dynamically in the app by using parameters without manual calculations.

Inputs:

Input amount in source currency

Exchange rate type - Average period/End of period/beginning of period etc,,

Source currency

Target Currency

Output:

Output amount in target currency

Thanks in advance.

Sudhakar

Currently, when a user approves a pending vendor invoice in Dynamics 365 Finance, the list of invoices assigned to them does not automatically refresh. This requires the user to manually refresh the page to see the updated list, which can be inefficient, especially when processing multiple invoices in succession.

Implementing an automatic refresh of the pending vendor invoices list upon approval would streamline the approval process, reduce manual effort, and enhance user experience. This feature would be particularly beneficial for users who handle a high volume of invoice approvals daily.

When adding an excel page break into a configurable business document, most customers would like the document to be converted into PDF. This is so the document cannot be amended externally.

Despite the PDF conversion being available, the page breaks do not carry across from excel into PDF. As a result, when more and more lines are added to the output document, the document font and document itself gets smaller and smaller, in an attempt to squeeze it on one page.

This is a very poor user experience and will look unprofessional in front of customers when sent out via email from D365F&O.

This really needs to rectified if more customers are to use configurable business document via electronic reporting, for a better user experience.

When the Customer Invoice booked in Different currency other than accounting currency for the Invoice system will consider the Exchange rate on that particular Day, but while making the payment against Invoice in different day system considering Exchange rate on that day's stead requirement to make the Provision enter the Exchange Rate Manually on the Payment Journal.

Hi,

Would it be possible to have a standard form in the AP module that provides visibility on intercompany balances?

Many customers do not have intercompany automated purchase invoice posting. Therefore, having a dedicated functionality to verify intercompany balances would be highly valuable.

For example, if Company A sends an invoice to Company B, we need to ensure that the invoice has indeed been posted.

Best regards,

As a new customer to D365 F&O, I was surprised to find that when creating a new journal batch which has a field to mark for reversing entry and another field for reversing date that those fields do nothing. Because I had marked those two fields (on purpose), I was expecting the system to reverse the 2 vouchers that I entered under that batch. Microsoft should fix and have those fields greyed out/not allow those fields to be manually filled in when those fields do nothing when posting the batch. The concept is illogical and serves no purpose when no action is performed by the system if putting information into those fields. Just leads to confusion by having those fields as editable. Please fix.

The requirement here is to see the work items assigned to the users in 365 Finance. We have the ‘Workflow history’ page where we can see all the workflow items using the status filter. However, it is not feasible to add the ‘UserName’ to this page or cannot filter the records on this page based on the username to whom the records are assigned for approval.

We tried adding the username to the workflow history page. However, Username or User ID is not available to be added to the page.

We also tried to add the Username or User ID column using the ‘Advanced filter or sort’ button.

We added the ‘Work items’ table and tried using the ‘User’ option but this also did not help filter the work item records that are pending with the concerned user on the Workflow history page.

Presently, the user to whom a workflow instance is assigned can be seen from the individual workflow history, but this is a time-consuming activity as these details need to be verified on each and every workflow instance individually.

The requirement is to have the details of the user, to whom the workflow instance is assigned, to be available on the Workflow history page itself.

The objective behind having this information is to enable the System administrator to identify and follow up on the pending work items or get the pending work items delegated to another user.