Public Profile

Drew Forward PCL Constructors Inc. Technical Solution Analyst

Drew Forward

Joined: 3/6/2018

  • Default "Send notifications by email" workflow setting to Yes upon creating a New User

    Fri, 28 Jul 2017 02:35:54 GMT – Dynamics 365 Finance and Operations Cross-Apps – Under Review 

    When a new user is first added to Dynamics 365 and Workflow is enabled to the company, there is an extremely purposeful step that needs to be done.  For any user that wants to receive workflow notifications via email, this boolean flag needs to be on otherwise they will not get emails as expected.
     
    Why is this parameter not set to "Yes" by default?  Given that the business world is very email centric, wouldn't a default of Yes make more sense?  Having this set as no, and ensuring a system administrator sets this to Yes for all new users seems to be a drain of time on multiple users in the system:
    - The System Administrator to ensure this is set upon new user setup
    - The participants in the workflow (the one waiting on approval, and the individual who requires to approve the business document).  Without email notifications, one party could be waiting for a while, while the other will be unaware that a document requires approval.
    - IT support to troubleshoot why workflow participants are not getting emails
     
    To recap, the suggestion is to ensure that the User Options setting to receive workflow notifications is set to Yes by default instead of No upon User creation.

  • Workflow or Simple Approvals missing from all Inventory Journals

    Mon, 18 Sep 2017 03:33:57 GMT – Dynamics 365 Supply Chain Management – Completed 

    Although all Inventory journal postings have a financial impact, there is not the same level of configurable approvals as the journals within general ledger.

    I would expect that the same approval framework be either:

    • Simple approvals (report as ready > approve > post)
    • Workflow based approval (submit > approve via workflow > post)

    Are there plans to put inventory journal approvals / workflow templates in place?

  • Allow addition of Helptext to Images and Reference Controls

    Thu, 12 Oct 2017 03:32:34 GMT – Dynamics 365 Finance and Operations Cross-Apps – Completed 

    Helptext that you assign to fields is an extremely handy feature as it is helps the user get more information themselves instead of searching for particular training material.  It can help explain detailed business rules or the details of why/how a field is used.

     

    We have found that two types of controls, images and reference controls do not have this capability.  Images can be used to provide some sort of visual indication to the user to do something, and reference controls are references to another table (ie. an explanation for Vendor, on the Purchase Order table. Helptext can be assigned within Visual Studio, but no helptext actually appears on the UI.

     

    As a suggestion, we believe all helptext should be supported if assigned within Visual Studio, including Image and Reference Controls.

  • Provide Metrics on Task Guide Playback within Environment

    Tue, 16 Jan 2018 03:59:20 GMT – Dynamics 365 Finance and Operations Cross-Apps – Under Review 

    It would be nice to see if some kind of open/playback metrics were shown for task guides that were:

    • Opened
    • Played
    • Completed 

    The user account, date/time, and company, active form could also all be captured.

    These metrics could either be shown within LCS or as an inquiry form for the environment the task guide was played in.

    This suggestion is to gather metrics in order to monitor effectiveness of training plans, and whether or not task guides are used, top task guides that are used and guide future internal training for users of the system.