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David Simon JMT Senior Associate, Information Systems

David Simon

Joined: 5/30/2025

  • Add Financial Tags to Expense Reports

    Wed, 24 Apr 2024 14:09:59 GMT – Dynamics 365 Project Operations – New 

    Adding financial tags to the expense report experience (similar to Accounts Payable) would allow us to post valuable data to the General Ledger that is not possible today.

  • Allow fixed asset depreciation to be posted directly to a project

    Tue, 27 Aug 2024 14:28:24 GMT – Dynamics 365 Finance – New 

    In the Fixed assets journal allow posting to a project. Similar to General journal or AP Invoice journal which both allow an account type of Project, we would like to see that feature work for the Fixed assets journal. Currently "Project" is an available project type but just results in an error if you try to use it. In our case we would like to post depreciation expense directly to a project. Currently users have to come up with subsequent "reclass entries" to post depreciation to projects. In can involve extra steps and work which seem unnecessary. Here is something another user had to build. <>

  • Users to be able remove lines and add lines at Rejected Timesheet Workflow

    Thu, 10 Apr 2025 16:47:02 GMT – Dynamics 365 Project Operations – New 

    When Timesheet is rejected user not possible to remove a line but only adjust existing lines.

    Only option to Recall the Timesheet Workflow results in lost Timesheet workflow history and rejection reason.

    (Also not all users may have rights to Recall Workflow.)

    Users should be able to adjust Timesheet (same as draft) when Rejected.

  • Save the license reports in FinOps (only reliable source we have)

    Sat, 24 May 2025 13:49:27 GMT – Dynamics 365 Finance – New 

    5/24/2025: SAVE THESE REPORTS. Even though they were ok they are more reliable than what I've seen in PPAC to date.


    Unfortunately: As part of 10.0.42 Quality Updates (10.0.2095.161) they have deprecated and taken away "the most reliable source".

     

    Check out Update ID 1019980

    Title: Limit visibility of user license reports

    Solution: As part of user license enforcement several reports will be deprecated. Those are following:

    System administration > Inquiries > License > User License Counts

    System administration > Inquiries > License > User License Counts History 

    System administration > Inquiries > Security > License reports > User license estimator