Dynamics 365 Finance

Electronic reporting is a great plaftform but is laking integration endpoint. It is currently not possible to retrieve scheduled data export and automate data imports (without using sharepoint as container).

Data management package REST API - Finance & Operations | Dynamics 365 | Microsoft Learn

Replacing the manual data import load with API's will greatly increase the potential of Electronic Reporting and will solve many current short comings. Ideally a import / export job history form will ocompany this new feature to ensure history can be tracked accordingly. A few examples of possible scenario's:

1) automate data export based on fully configurable output

2) bank statement import without sharepoint import

3) fully integrated power automate capabilities

For a approval you have the possibilite to chose one, all, percentage or the majority of users.

But in many cases you need exactly 2 approvers from the same usergroup due to 4-eyes-principle. Using % is not really usable, because the numbers of users in usergroup can change.

The best way to handle this could be change first option "one user" to "number of users" with default = 1

El sistema debiese permitir configurar cuentas diferentes para la revalorización de la divisa contable y de notificación.

Revalorización de divisa extranjera de Bancos, Clientes, Proveedores y Contabilidad en “Divisa contabilidad” se reconoce en cuentas de “Pérdidas y ganancia”.

Revalorización de divisa extranjera de Bancos, Clientes, Proveedores y Contabilidad en “Divisa Notificación” se reconoce en cuentas de “Patrimonio”.

The customer has an issue in Fixed assets - "Depreciation transactions in Fixed asset XXX Book YYY for a zero amount in the reporting currency aren’t allowed when the asset’s net book value is greater than zero in the reporting currency"

we had an active BUG 747817 with same issue and raised work item for resolution for this error message.

PG team provided update as, we're unable to fix the issue now due to the magnitude of the fix, other priorities, or both. 

The customer can apply the workaround by using "Depreciation adjustment" and will get the expected results.

In future please enable this feature and permanent solution in upcoming versions to show as expected values without depreciation errors and post successfully .it will help customer to perform regular process.

when data is exported using the Electronic Reporting there are debugging options available that allows you to see values of fields being exported (Invoices, reporting). When data is imported to D365f using Electronic Reporting there is no Debugging tools to view when data is updated or if data is updated. please extend the debugging tools on electronic reporting for importing of data.

D365 Finance and Operations should send a notification to a specified user is a batch job is in the 'Withhold' status. This notification would make an individual aware that a batch job was not running.

New Expense Workspace –Credit card transaction- The system shows the wrong name for the expense category when the user splits the expense

Regards,

Suneel

This feature is already available as an ESP localisation Fixed asset revaluation groups - Finance | Dynamics 365 | Microsoft Docs

I am currently working on a public sector project and they have indicated that this is a standard public sector requirement in the United Kingdom to be able to revalue fixed assets based on indexation values year on year.

Is it possible to extend this functionality to either public sector and/or GBR localisation (or have as standard config)

At the moment, only one financial dimension set can be indicated on the lease book. This means that the totality of the expenses can only be allocated to one department/cost center/project.

Leased machines or building are however very often shared among departments or projects, hence it should be possible to indicate a percentage allocation of the lease cost to multiple dimension sets on the lease book. This could work well with the distribution templates already available for personnel costs on positions.

Hi,

Currently no standard workflow for Fixed Assets Transfer Order is available in D365, through which approver can Approve, Reject or can delegate response to some other approver. This should work same as of other workflows (Purchase Order, Sales Order) available in D365.

If this feature will available in future release of D365 then along with our client's many other user's requirement can be fulfilled.

Hoping good news from your side.

Cheers.

Regards,

M Awais Tahir