Dynamics 365 Finance

we do not know how to create a evaluateable report out of D365FO for furthercharging our license fees to our companies using D365. would be great to have one report, which exactly shows the used license per user, which is also usable in excel for further editing.

the well known "User License Estimator" isn't useful in terms of excel export, as well as the shown licenses do not match with the licenses charged by Microsoft.

As of April 2022 the UK government introduced a tax on plastic manufacturers or any company importing/exporting plastic packaging. The tax is £200/Ton of plastic material bought/sold.

There is no standard solution in the system to calculate this tax.

It should be possible to validate all existing ER reports in one interaction.

When installating new versions of solutions (FnO or third party ISV), existing reports can become invalid.

(linked to https://experience.dynamics.com/ideas/idea/?ideaid=16487c7a-0dc6-ec11-bea1-0003ff459fd0)

Currently, all existing reports need to be validated manually one by one.

This is painful when the amount of reports is considerable.

Sometimes invoices for one customer/vendor can be posted with different posting profiles and in these cases also the revaluation accounts for these different profiles should be booked to different accounts. Currently Currency revaluation posting profiles can be setup for accounts receivable/payable on currency/account level but posting profile is not available.

Our suggestion is to include Posting profile as one option for setting up revaluation accounts.

O processo de integração entre o Dynamics F&O e o Webservice dos municípios que aderiram à plataforma NFS-e para atender a Reforma tributária

Currently you can either have a custom model or the standard Microsoft maintained model.

In terms of general understanding for the invoice the standard MS one works well enough but for some suppliers there is additional complexity which the standard model will not handle.

We should not have to run a highly complex custom model to try to cater for all vendor scenarios and standard scenarios.

By adding the ability to identify a custom model at a vendor we would be able to collect the additional or complex information as needed for that supplier. This would mean that we would need to run the standard model first to collect the data it can to understand the vendor in order to run the additional custom model. That is understood and accepted.

If there is no custom model defined then just keep going with the standard process.

According to the standard functionality set by MSD, the system takes into account the currency for Match price total tolerance based on the Match currency type field.

However, the business requires that invoice matching be conducted based on Transaction currency, while Match price totals tolerance should be determined based on Accounting currency.

Considering the aforementioned business case, It is beneficial for businesses to have the option to select the Match price total tolerance based on either the Accounting currency or the Transaction currency, rather than having the system automatically choose the field from the Matching currency type field.

Currently, with prebuilt invoice model, system captures vendor name from logo. However, it's not picking full logo to derive vendor name. In addition, the AI should be improved to better identify the vendor name on captured invoices, as the accurate vendor name is not always the one in the logo.

Ideally, there should be a parameter in Invoice capture that allows to use vendor name from the synced vendor master record so that the vendor name is always correct.

User would like to move grid record up\down by drag record to above or below line - on screen interactive action. 

However, in-house development team advise function it is not doable after code check - reference to Classes::CcFormTreeDatasource Line 318 indicate "Drag and drop is no longer supported - obsolete comment back in 2021. Based on the information available, it appears that the drag and drop functionality has been deprecated. Specifically, the existing grid control has been replaced by a new grid control.

But in other app of Microsoft like Azure Devops one, row to move drag and drop capability still available.

So if Microsoft team can involve and give customer an option to turn on or turn off this feature on demand could be great.

Currently there is an issue if the OCR payment file contains payments from customer that are put on hold. These payments are not imported to the payment journal, making it very difficult to keep overview of received payments.

All payments should be imported to the journal, regardless of the status on the customer. If a customer is put on hold, you should receive a warning when validating the journal.