Ahmad El Abbassi Functional Consultant

Ahmad El Abbassi

Joined: 1/27/2020

  • Enhance notification functionality on the ER global repository

    Fri, 25 Jun 2021 09:34:44 GMT – Dynamics 365 Finance – Needs Votes 

    Enhance notification functionality on the ER global repository - where users can get notified by email if a new ER configuration version has been released to the global repository by Microsoft. It could be nice with such a notification, instead of signing in to LCS every time to check if a new configuration version is released or not. Just like when we are waiting for a KB to be fixed, we can actually sign ourselves up to be notified when the KB is solved. - Then we receive a notification by email with updates regarding the KB.

  • Enhance reprinting business documents with in the GER format version it was created in

    Fri, 25 Jun 2021 09:42:29 GMT – Dynamics 365 Finance – Needs Votes 

    When reprinting an invoice from the journal it prints the most recent format version (completed status). Customer would like to reprint old invoices with the format version that was recent from that time the invoice was created. - I know we can make an additional ER destination by using the archive destination, but the users is not interested in using an archive destination as this will create more additional work for them for handling/administrating a SharePoint/Azure storage. https://www.yammer.com/dynamicsaxfeedbackprograms/#/Threads/show?threadId=1238740954570752

  • Enhance BCC recipients be added to emails via Electronic Reporting destination

    Fri, 25 Jun 2021 09:45:59 GMT – Dynamics 365 Finance – Needs Votes 

    Enhance BCC recipients be added to emails via Electronic Reporting destination Typical scenario: sending invoices with a BCC internal address in order to verify the mail has been send. This scenario is now partly covered by the email history form.

  • Enable the Electronic reporting format destinations dialog box that appears when a free text invoice is posted on ALL business documents

    Mon, 05 Jul 2021 13:11:28 GMT – Dynamics 365 Finance – Completed 

    There can be specific scenarios where a business document needs to use a specific destination than those destinations that were configured for the running ER format. Example: On the Electronic Reporting destination page, we have used the email purpose "Invoice" on the customer card to be used for sending out Sales order invoices and Sales order confirmations. For some transactions, there can be specific scenarios where you would like to overrule/overwrite your ER destination setup, by either sending the document to a different email recipient or using a totally different ER destination. A suggestion to solve this issue is to Enable the Electronic reporting format destinations dialog box that appears when a free text invoice is posted on Accounts Receivable and Accounts Payable related business documents as a new feature. The Free text invoice forces ER to offer a dialog box presenting the option to edit destinations when they were configured for the running format. ER already supports this opportunity, so why not implement the same dialog box on all business documents.

  • CBD - Enable the "Utilize application resources to perform CBD documents conversion from Word to PDF format" feature to applied for Excel templates

    Mon, 01 May 2023 14:16:33 GMT – Dynamics 365 Finance – New 

    The online PDF conversion service is very unstable and goes down often for converting CBD Excel templates and business documents. Customers and Partners are finding it unstable and it is relatively cumbersome to monitor its failures especially when it is a batch job executing all your business documents by ER email destination. There is no retry logic for failures when calling the service. It is extremely disruptive for the hours or days the PDF conversion service isn't working. And in some cases, it can be business-critical if some business documents can be sent out at the right time.


    A lot of business users and consultants are complaining about the service. See below Yammer thread:

    https://www.yammer.com/dynamicsaxfeedbackprograms/#/Threads/show?threadId=2240488369381376


    If you agree with me, please vote for this idea. - Enabling the "Utilize application resources to perform CBD documents conversion from Word to PDF format" feature to include Excel templates as well would be a huge improvement on D365's output management functions.




  • Automate the way of transfer ER destinations from one legal entity to another and from one sandbox to another sandbox

    Tue, 27 Jun 2023 08:37:37 GMT – Dynamics 365 Finance – New 

    There is no way to transfer the ER destinations from one legal entity to another and from one sandbox environment to another environment. It is time-consuming to maintain in different environments, especially if your client has a lot of legal entities and other sandboxes. We tried to look at a SQL script, but that was impossible.


    We are doing it manually every time we have a database copy from PROD to another sandbox. Here we manually change/replace existing values, so the UAT environment doesn't trigger any Production documents by email. And we must repeat it in every legal entity, which makes it very extensive and time-consuming to maintain in different environments and entities.

     

    As of now, there is no way to automate the transfer of the ER destinations. It could be great if there was an export/import function as well, just like the one we have on the Application-specific parameters.