Michael Gbadebo

Printing documents such as the Sales Order Confirmation currently requires multiple steps, including selecting print destinations and confirming dialog boxes. While Print Management settings allow for some automation, there is no true one-click or automatic direct print functionality available out of the box from the Sales Order form.

Suggested Enhancement:

Introduce a built-in "Direct Print" button on the Sales Order form (and similar forms like Packing Slip or Invoice), which:

• Uses preconfigured Print Management settings
• Sends the report directly to the assigned printer without user intervention
• Supports background printing for performance optimization
• Optionally logs the print action in the document history

This functionality would reduce manual steps, improve warehouse and sales team efficiency, and align D365FO with common ERP expectations in high-volume order processing environments.

Business Impact:

• Saves time in high-volume order processing scenarios
• Reduces user error by standardizing print behavior
• Encourages further automation without the need for custom development or third-party ISVs

Introduce a built-in Query View Builder in D365FO to help functional consultants create operational reports (e.g., sales, inventory, purchasing) without developer or Power BI/SSRS support.

The tool should allow consultants to:

• Select and join standard tables or entities (e.g., SalesOrderHeaders, Customers).
• Apply filters, grouping, sorting, and basic aggregations (totals, averages).
• Export results to Excel or embed them in workspaces.

Functional consultants often need to build custom operational reports but rely on developers or external tools. A native, no-code builder would enable faster delivery of client requirements directly within D365FO.

Benefits:

• Enables self-service reporting for consultants.
• Reduces dependency on technical teams.
• Keeps reporting secure and native to D365FO.
• Speeds up implementations and change requests.

Requested Capabilities:

• Drag-and-drop query builder
• Table/entity joins and filters
• Basic aggregations
• Excel export / workspace integration
• Role-based security support

I propose adding a feature in Dynamics 365 Finance and Operations that allows users to create a shortcut (tile, dashboard button, or link) to run a Task Recorder script directly.

Currently, users must manually replay recordings, which adds extra steps. A one-click shortcut would streamline common processes like posting journals or updating inventory, making automation more accessible to all users.

Suggested Options:

• “Pin to workspace” or “Create shortcut” after recording.
• Support for browser-based shortcuts or deep links.

This would improve productivity, reduce user effort, and encourage wider use of Task Recorder for everyday automation.

Introduce functionality to conditionally display or hide specific financial dimensions in the journal entry form based on the selected main account. For example:

• When a user selects an asset account, only dimension types such as Cost Center and Location are shown.
• When an expense account is selected, only Department and Project dimensions appear.

This can be defined via configuration (e.g., in Account Structures, Advanced Rules, or in the main accounts), allowing finance teams to create a cleaner and more user-friendly data entry experience.

Benefits

• Improved User Experience: Reduces clutter and confusion for end users during journal entry by only showing relevant dimensions.
• Fewer Data Entry Errors: Limits the possibility of populating irrelevant or invalid dimension combinations.
• Streamlined Training and Adoption: Makes the system more intuitive, especially for occasional or new users.
• Enhanced Data Quality: Enforces a higher level of control over financial reporting structure without relying solely on backend validation.