Dynamics 365 Finance

As per Microsoft standard design of workflow, the journal should be able to be edited once submitter recalls the submission.

However, we noticed credit limit adjustment journal is no way to edit at line level after being recalled.

In summary, the workflow of credit limit adjustment should behave as per other workflows being designed by Microsoft

Imagine a world where financial reporting in Dynamics 365 Finance isn’t confined to the native experience. What if we could seamlessly connect the Financial Reporting Data Mart to other technologies in the Microsoft stack—like Azure Synapse Analytics and Power BI—to unlock richer, faster, and more scalable insights to a wider audience?

Why This Matters:

• Modern Data Architecture: Many organizations are already leveraging Synapse and Power BI for enterprise-wide analytics. Integrating the Data Mart directly into these platforms would align financial reporting with broader data strategies.
• Performance & Scalability: Offloading reporting workloads from F&O to Synapse could improve performance and reduce load on transactional systems.
• Advanced Analytics: Enable predictive modeling, trend analysis, and AI-powered insights using Synapse and Power BI—going beyond static financial reports.
• Security & Governance: Use Azure’s built-in security and data governance tools to manage financial data more effectively.

Proposed Solution:

Expose the Financial Reporting Data Mart via a secure, read-only endpoint (e.g., Azure SQL or Synapse Link) that can be queried directly from Synapse or Power BI. This would allow BI teams to build dashboards and reports without needing to log into F&O or rely on native report builders.

Call to Action:

Let’s bring financial data into the modern analytics ecosystem. Vote for this idea if you believe financial reporting should be as flexible and powerful as the rest of your data stack!

Further discussed in the D365 Community here: https://community.dynamics.com/forums/thread/details/?threadid=43f29948-9911-47b9-8e63-3929bf23155a

Today is Out Of scope the record 1050 - Detalhamento de Ajustes de Base de Cálculo – Valores Extra Apuração

Page 382

http://sped.rfb.gov.br/estatico/AD/06A0F5C4E4CC8CA16035EB891A3AE31EA79708/Guia_Pratico_EFD_Contribuicoes_Versao_1_35%20-%2018_06_2021.pdf

Hi,

We need to implement the "Check Sales Tax Code" validation for the payment fee. Currently, this validation does not work on payment fee lines.

This is a standard parameter that needs to be fixed to include all applicable areas and elements within the system.

Thank you.

Under pending invoice form, we have total amount to check all pending invoices total amount. why don't we have that filed in FTI form? can we add the filed in the future. the user does not want to view Free text invoice total amount in FTI form, no need to click FTI lines to check.  thanks.

Issue Description:

When using the Post button on the Consolidated invoices for Japan page, a general journal entry is created and posted. However, the journal name used in this process cannot have approval and workflows configured. If such settings are applied, an error occurs when clicking Post button on the consolidated invoice page.

As a result, it is not possible to prevent a malicious user from using the journal name on the general journal page to post journal entries without any approval.

Request:

Please fix this so that malicious users cannot post journal entries using the posting function on Consolidated Invoices for Japan page without anyone's approval.

Issue Description:

When creating a new Consolidated invoice for Japan, the runtime parameter for currency is fixed to JPY. As a result, consolidated invoices cannot be created for customers with foreign currency transactions (e.g., USD).

This issue occurs when the Japan Invoice support feature is enabled.

Request:

Please make the following improvements:

a. Enable the creation of Consolidated invoices for Japan regardless of the transaction currency.

b. Ensure that when a consumption tax discrepancy occurs, the adjustment entry (consumption tax transaction) is correctly created even for foreign currencies.

Ability to attach supporting documents in invoice capture and transfer them to D365 as attachments.

When we process a PDF invoice, that PDF gets transferred to D365 as an attachment. But sometimes you want to attach more than one file e.g. an Excel file as a supporting document to the invoice.

So the PDF and Excel files both get transferred as attachments to D365.

When a deferral schedule is generated from a billing schedule in a currency different from the company’s base currency and is created through “unbilled revenue mass processing” option, the total deferral amount is correctly created in the company’s currency during the initial execution. However, if the process is reversed by and the deferral is regenerated, it is created using the billing schedule’s currency instead of the company’s currency, resulting in inconsistent behavior. It would be better to have the deferral generated in the currency created for the first time.

At present, the system supports configuring alerts at the individual batch job level, enabling notifications for job completion, failure, or cancellation. However, it lacks native functionality to set alerts at the batch group level. As a result, when dealing with batch groups containing hundreds of jobs, each job must be configured separately to enable alerts making the process time-consuming and inefficient. We're therefore exploring a solution that enables more streamlined monitoring and faster issue resolution.