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Menu Guide
During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?” After searching high and low we discovered there isn’t anything set up currently. Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place. But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating.
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Delete Customers
When setting up the CRM connector a number of customers were populated into Financials. There are ways to export/import those records and change them, but no way to delete the records.
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Reoccurring Games in Gamification
In Gamification, create a way for setup games to automatically renew and reoccur without having to re-setup the game. We have monthly games that are the same every month for the entire year. It stinks having to relaunch them every month.