Dynamics 365 Finance

Wish there is an option to easily identify internal and external case endorsement, featuring power automate, and/or customer voice for survey designs is optimum, however user might potentially feature double data entry, or alternative featuring yammer as potential source for endorsement votes, maybe ideal, however user might potentially feature double data entry).

Wish there is an option to easily share personalization by user role in addition to conventional adding users and then including from the sharing personalization source. (e.g. public institutions, forbes....)

REMARK: Credi Je?nB other community. Dynamics guides, reference source.

Wish there is an option to easily identify, inquiry and request legal entity representation request (e.g Public relations, legal representation, image, or image accessories, board council...) not featuring option to easily identify, inquiry or report on legal representation, user may track outside the system.

a. Name

b. Topic

c. Goal

d. Requester source

e. Requester department

f. Date and time

g. Type: Official, unofficial or other.

h. Duration

i. Attendees.

j. Funding involved or required?

k. Goal expectations after representation

It will be nice to add project Name or contract name to Voucher transactions (LedgerTransVoucher) form along with the Projid and contract. This will help high level to know which project or contract transaction we are looking at.

Wish there is an option to easily identify and compare purchase orders against legal entity annual or period leverage proximity limits, for purpose to not over debt gain, even if potentially within budgets.

Currently when viewing the G/L balances within the COA there are numerous column fields available including document number such as sales invoice numbers or purchase invoice numbers. But there is no customer name or vendor name.

Suggestion - when there is a clear source document with an attributable customer or vendor name - enable the display of this in the G/L without having to drill down further.

Thanks for listening

This is the error/issue while trying to post sales invoice.

This is related to sales tax where the the rounding of the accounting currency and the reporting currency is happening differently. This scenario is related to Tax code, and the artifact involved is the Tax class CurrencyExchangeHelper code. 

Wish there is an option to easily identify vendor rebates purchase orders.

1: customer start the asset leasing at 2021/1/1.

2: And assign index rate to the asset leasing.

3: finished the payment for year 2021.

4: Customer forget to do the index rate revaluation at the begin of 2022.

  They continue to do the payment for 2022/1 and 2022/2.

5: Then the customer do the index rate revaluation.

The payment schedules are updated according to the index rate as well as the 2022/1 and 2022/2

6: The customer can continue create new journal for payment journal for the 2022/1 and 2022/2.

This will result in double payment.

Looks like some validation need here. But not sure where is the best place to has the validation.

For the previous payment journal for 2022/1 and 2011/2 with the load rate, they could be reversal manually,

But customer has thousands of transaction create in the new year before the index rate revaluation.

Do you have some other workaround can help customer mitigate the issue. And could we have a fix the prevent the issue happen again.

Wish there is an option to easily generate cash flow in summary with option to include credit line funding types, featuring detail on account by account basis listing is tremendously helpful, however featuring in summary inquiry or print out for purpose to easily visualize or potentially easy forecast maybe a luxury.